Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PHO)

PHO Quotes by TradingView

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
Aug 01, 2024 Q2 2024
Tortoise Investment Management, LLC

BUY
 -
210
New
$13.2K - $14.5K
210 $13.1K
Jul 22, 2024 Q2 2024
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
168
New
$10.6K - $11.6K
168 $10.5K
Aug 01, 2024 Q2 2024
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
107
New
$6.75K - $7.38K
107 $6.66K
Jul 31, 2024 Q2 2024
Sage Mountain Advisors LLC

BUY
 -
66
+ 173.68%
$4.16K - $4.55K
104 $6.47K
Aug 08, 2024 Q2 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
52
New
$3.28K - $3.58K
52 $3.24K
Jul 22, 2024 Q2 2024
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
40
+ 22.47%
$2.52K - $2.76K
218 $13.6K
Aug 01, 2024 Q2 2024
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
17
New
$1.07K - $1.17K
17 $1.06K
Jul 26, 2024 Q2 2024
Emfo, LLC

BUY
 -
11
+ 4.76%
$693 - $758
242 $15.1K
Aug 08, 2024 Q2 2024
Operose Advisors LLC

Milwaukee, WI
BUY
 -
1
+ 0.2%
$63 - $68.9
507 $31.6K
Jul 11, 2024 Q2 2024
Pacifica Partners Inc.

BUY
 -
1
+ 0.49%
$63 - $68.9
205 $12.8K
Q1 2024
May 15, 2024 Q1 2024
Jane Street Group, LLC

New York, NY
BUY
 -
11.9K
+ 227.44%
$695K - $791K
17.1K $1.06M
May 13, 2024 Q1 2024
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
5K
+ 137.32%
$292K - $333K
8.64K $538K
May 14, 2024 Q1 2024
Keybank National Association

BUY
 -
3.39K
New
$198K - $226K
3.39K $211K
Apr 29, 2024 Q1 2024
ETF Store, Inc.

BUY
 -
3.29K
New
$192K - $219K
3.29K $205K
Apr 19, 2024 Q1 2024
Kovack Advisors, Inc.

BUY
 -
3.27K
New
$191K - $218K
3.27K $204K
May 02, 2024 Q1 2024
O'Brien Greene & Co. Inc

Media, PA
BUY
 -
3.2K
New
$187K - $213K
3.2K $199K
May 02, 2024 Q1 2024
Aries Wealth Management

BUY
 -
3.2K
New
$187K - $213K
3.2K $199K
Apr 24, 2024 Q1 2024
Leavell Investment Management, Inc.

BUY
 -
3.13K
New
$183K - $208K
3.13K $195K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.67K
+ 1.29%
$156K - $177K
209K $13M
May 14, 2024 Q1 2024
Stonehage Fleming Financial Services Holdings LTD

BUY
 -
2K
New
$117K - $133K
2K $125K
Apr 30, 2024 Q1 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
1.56K
New
$91K - $104K
1.56K $96.8K
May 14, 2024 Q1 2024
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
1.4K
+ 12.25%
$81.6K - $92.9K
12.8K $795K
May 15, 2024 Q1 2024
Frg Family Wealth Advisors LLC

BUY
 -
1.16K
New
$67.8K - $77.2K
1.16K $72.2K
May 14, 2024 Q1 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
1.13K
New
$66.3K - $75.4K
1.13K $70.5K
Apr 26, 2024 Q1 2024
Yhb Investment Advisors, Inc.

BUY
 -
902
New
$52.8K - $60K
902 $56.1K
Jun 13, 2024 Q1 2024
Breakwater Investment Management

Seattle, WA
BUY
 -
424
New
$24.8K - $28.2K
424 $26.4K
May 10, 2024 Q1 2024
Esl Trust Services, LLC

BUY
 -
400
New
$23.4K - $26.6K
400 $24.9K
Apr 18, 2024 Q1 2024
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
400
New
$23.4K - $26.6K
400 $24.9K
Apr 25, 2024 Q1 2024
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
200
New
$11.7K - $13.3K
200 $12.4K
May 10, 2024 Q1 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
191
New
$11.2K - $12.7K
191 $11.9K
May 13, 2024 Q1 2024
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
150
New
$8.77K - $9.99K
150 $9.34K
Apr 22, 2024 Q1 2024
Hanson & Doremus Investment Management

BUY
 -
120
New
$7.02K - $7.99K
120 $7.47K
May 09, 2024 Q1 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
81
New
$4.74K - $5.39K
81 $5.04K
Apr 16, 2024 Q1 2024
Cedar Mountain Advisors, LLC

BUY
 -
50
New
$2.92K - $3.33K
50 $3.11K
Apr 24, 2024 Q1 2024
Private Trust CO Na

BUY
 -
47
+ 47.96%
$2.75K - $3.13K
145 $9.02K
Q4 2023
Feb 01, 2024 Q4 2023
Parkside Financial Bank & Trust

BUY
 -
4.75K
New
$236K - $291K
4.75K $296K
Jan 24, 2024 Q4 2023
Tritonpoint Wealth, LLC

Chevy Chase, MD
BUY
 -
4.71K
New
$234K - $289K
4.71K $293K
Feb 13, 2024 Q4 2023
Swisher Financial Concepts, Inc.

Westerville, OH
BUY
 -
4.06K
New
$202K - $249K
4.06K $253K
Feb 13, 2024 Q4 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
3.71K
New
$185K - $227K
3.71K $231K
Feb 16, 2024 Q4 2023
Sanibel Captiva Trust Company, Inc.

Sanibel, FL
BUY
 -
3.6K
New
$179K - $221K
3.6K $224K
Feb 09, 2024 Q4 2023
Beaton Management Co. Inc.

Haverhill, MA
BUY
 -
3.53K
New
$176K - $216K
3.53K $220K
Jan 17, 2024 Q4 2023
Pinnacle Wealth Management Group, Inc.

BUY
 -
3.53K
New
$175K - $216K
3.53K $219K
Feb 01, 2024 Q4 2023
Klingenstein Fields & CO LP

BUY
 -
3.5K
New
$174K - $214K
3.5K $218K
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
3.43K
New
$171K - $210K
3.43K $213K
Jan 17, 2024 Q4 2023
Sterling Investment Management, LLC

BUY
 -
3.41K
New
$170K - $209K
3.41K $212K
Jan 23, 2024 Q4 2023
Patten & Patten Inc

BUY
 -
3.39K
New
$169K - $208K
3.39K $211K
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

BUY
 -
1.8K
+ 59900.0%
$89.4K - $110K
1.8K $112K
Feb 09, 2024 Q4 2023
Citigroup Inc

BUY
 -
1.47K
New
$72.9K - $89.8K
1.47K $91.2K
Feb 07, 2024 Q4 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
1.37K
+ 2.07%
$68K - $83.7K
67.4K $4.2M

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