Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PHO)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PHO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-3.55KClosed |
$176K - $212K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-241Closed |
$12K - $14.4K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Gouws Capital LLC
|
SELL
|
- |
-8K- 33.33% |
$397K - $478K
|
16K
$1.03M
|
|
|
Apr 22, 2022
Q1 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-12.5KClosed |
$618K - $745K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.85KClosed |
$191K - $230K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
574New |
$28.5K - $34.3K
|
574
$36.9K
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-5.59KClosed |
$277K - $334K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-30Closed |
$1.49K - $1.79K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-2KClosed |
$99.2K - $120K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-5.18KClosed |
$257K - $310K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.86K- 44.9% |
$157K - $174K
|
3.51K
$226K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-54Closed |
$2.95K - $3.29K
|
0
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
900New |
$49.2K - $54.8K
|
900
$57.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
200New |
$10.9K - $12.2K
|
200
$12.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
300New |
$16.4K - $18.3K
|
300
$19.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.3KNew |
$71.1K - $79.1K
|
1.3K
$83.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-27.3KClosed |
$1.49M - $1.66M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-3.7KClosed |
$202K - $225K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
31New |
$1.7K - $1.89K
|
31
$1.99K
|
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-21KClosed |
$1.15M - $1.28M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$54.7 - $60.8
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.87KClosed |
$102K - $114K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-155Closed |
$8.48K - $9.43K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
4.78KNew |
$262K - $291K
|
4.78K
$307K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
215New |
$11.8K - $13.1K
|
215
$13.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-11.7KClosed |
$639K - $711K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
592+ 84.57% |
$32.4K - $36K
|
1.29K
$83.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.92KNew |
$105K - $117K
|
1.92K
$124K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-225Closed |
$12.3K - $13.7K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-210Closed |
$11.5K - $12.8K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
360New |
$19.7K - $21.9K
|
360
$23.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.86KClosed |
$102K - $113K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-202Closed |
$11.1K - $12.3K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.14KClosed |
$62.1K - $69.1K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-725Closed |
$39.7K - $44.1K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
9.06KNew |
$495K - $551K
|
9.06K
$582K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
SELL
|
- |
-4.36KClosed |
$238K - $265K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
86New |
$4.71K - $5.23K
|
86
$5.53K
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
500+ 100.0% |
$27.4K - $30.4K
|
1K
$64.3K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
240New |
$12.9K - $14.3K
|
240
$15.4K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-52Closed |
$2.8K - $3.1K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-5.72KClosed |
$308K - $341K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-2.35MClosed |
$126M - $140M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
57+ 28.5% |
$3.07K - $3.4K
|
257
$16.5K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-9.38KClosed |
$505K - $559K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
SELL
|
- |
-20Closed |
$1.08K - $1.19K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-50Closed |
$2.69K - $2.98K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
133New |
$7.16K - $7.93K
|
133
$8.55K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-498Closed |
$26.8K - $29.7K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-2.12KClosed |
$114K - $126K
|
0
$0
|
|