Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PHO)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PHO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
526KNew |
$34.6M - $37.9M
|
526K
$35M
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
112KNew |
$7.37M - $8.08M
|
112K
$7.45M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
99.5K+ 15.27% |
$6.55M - $7.18M
|
751K
$50M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
75.2K+ 5.54% |
$4.95M - $5.43M
|
1.43M
$95.4M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.5K+ 10.22% |
$4.58M - $5.02M
|
750K
$49.9M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
58.3K+ 3.58% |
$3.84M - $4.21M
|
1.69M
$112M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
32.1K+ 945.02% |
$2.11M - $2.31M
|
35.4K
$2.36M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
26.3KNew |
$1.73M - $1.9M
|
26.3K
$1.75M
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
25.1KNew |
$1.65M - $1.81M
|
25.1K
$1.67M
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
18.1K+ 9.59% |
$1.19M - $1.3M
|
206K
$13.7M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
17.1K+ 36.93% |
$1.13M - $1.23M
|
63.4K
$4.22M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
16.8K+ 113.51% |
$1.11M - $1.21M
|
31.6K
$2.1M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.5K+ 81.15% |
$953K - $1.04M
|
32.3K
$2.15M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14.3KNew |
$942K - $1.03M
|
14.3K
$953K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
14.1KNew |
$925K - $1.01M
|
14.1K
$935K
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
13KNew |
$852K - $934K
|
13K
$862K
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
10.7KNew |
$705K - $773K
|
10.7K
$713K
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
10.6KNew |
$699K - $767K
|
10.6K
$707K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.4K+ 2.63% |
$685K - $751K
|
405K
$27M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.71KNew |
$639K - $700K
|
9.71K
$646K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.54KNew |
$628K - $688K
|
9.54K
$635K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.39K+ 107.14% |
$618K - $677K
|
18.2K
$1.21M
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
6.2K+ 49.63% |
$408K - $447K
|
18.7K
$1.24M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.88K+ 1.45% |
$387K - $424K
|
411K
$27.4M
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.83K+ 100.0% |
$383K - $420K
|
11.7K
$776K
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.94KNew |
$325K - $356K
|
4.94K
$328K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.88K+ 4.05% |
$321K - $352K
|
125K
$8.34M
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
4.5KNew |
$296K - $324K
|
4.5K
$299K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.36K+ 4.09% |
$287K - $315K
|
111K
$7.39M
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
4.17KNew |
$275K - $301K
|
4.17K
$278K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.97K+ 17.45% |
$261K - $286K
|
26.7K
$1.78M
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
3.85KNew |
$253K - $278K
|
3.85K
$256K
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
3.7KNew |
$243K - $267K
|
3.7K
$246K
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
3.64KNew |
$240K - $263K
|
3.64K
$242K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.53KNew |
$232K - $255K
|
3.53K
$235K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3.3KNew |
$217K - $238K
|
3.3K
$220K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.82K+ 5.8% |
$186K - $204K
|
51.4K
$3.42M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.57K+ 9.4% |
$169K - $185K
|
29.9K
$1.99M
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
2.53KNew |
$166K - $182K
|
2.53K
$168K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.45K+ 6.93% |
$161K - $176K
|
37.7K
$2.51M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.34K+ 3.21% |
$154K - $169K
|
75.3K
$5.01M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.21K+ 3.77% |
$146K - $160K
|
60.9K
$4.06M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.91KNew |
$126K - $138K
|
1.91K
$127K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.85K+ 53.48% |
$121K - $133K
|
5.3K
$352K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.66K+ 57.57% |
$109K - $120K
|
4.55K
$303K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.6KNew |
$105K - $116K
|
1.6K
$107K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.55K+ 5.54% |
$102K - $112K
|
29.5K
$1.96M
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.48K+ 43.35% |
$97.6K - $107K
|
4.91K
$327K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 17.04% |
$92.5K - $101K
|
9.66K
$643K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.37K+ 2.42% |
$90.4K - $99.1K
|
58.2K
$3.87M
|