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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.17KNew |
$59K - $64.7K
|
1.17K
$72.5K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.1K+ 54900.0% |
$55.6K - $60.9K
|
1.1K
$68.5K
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
475New |
$24K - $26.4K
|
475
$29.6K
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
440+ 3.8% |
$22.3K - $24.4K
|
12K
$748K
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
392+ 7.97% |
$19.8K - $21.8K
|
5.31K
$331K
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
350New |
$17.7K - $19.4K
|
350
$21.8K
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
200New |
$10.1K - $11.1K
|
200
$12.4K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
175New |
$8.86K - $9.71K
|
175
$10.9K
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
142New |
$7.19K - $7.88K
|
142
$8.84K
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
92New |
$4.66K - $5.11K
|
92
$5.73K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11New |
$557 - $611
|
11
$685
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
2+ 0.03% |
$101 - $111
|
6.18K
$384K
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
29.2KNew |
$1.34M - $1.57M
|
29.2K
$1.82M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.02KNew |
$275K - $324K
|
6.02K
$375K
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
4KNew |
$183K - $215K
|
4K
$249K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
3.48KNew |
$159K - $187K
|
3.48K
$217K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.4KNew |
$63.8K - $75.1K
|
1.4K
$86.9K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
900New |
$41.1K - $48.4K
|
900
$56K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
450New |
$20.6K - $24.2K
|
450
$28K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
391New |
$17.9K - $21K
|
391
$24.3K
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
385New |
$17.6K - $20.7K
|
385
$24K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
331New |
$15.1K - $17.8K
|
331
$20.6K
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
304+ 2.6% |
$13.9K - $16.4K
|
12K
$746K
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
254New |
$11.6K - $13.7K
|
254
$15.8K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
226New |
$10.3K - $12.2K
|
226
$14.1K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
200New |
$9.14K - $10.8K
|
200
$12.4K
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
164New |
$7.49K - $8.82K
|
164
$10.2K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
137New |
$6.26K - $7.37K
|
137
$8.53K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
115New |
$5.26K - $6.19K
|
115
$7.16K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
70New |
$3.2K - $3.77K
|
70
$4.36K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
42+ 0.71% |
$1.92K - $2.26K
|
5.92K
$368K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
30New |
$1.37K - $1.61K
|
30
$1.87K
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
21+ 150.0% |
$960 - $1.13K
|
35
$2.18K
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 1.92% |
$45.7 - $53.8
|
53
$3.3K
|
|
Q3 2022 | |||||||
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.6K+ 303.03% |
$73.2K - $87.3K
|
2.13K
$132K
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
910+ 17.03% |
$41.6K - $49.7K
|
6.25K
$389K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
812+ 10.37% |
$37.1K - $44.3K
|
8.65K
$538K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
440New |
$20.1K - $24K
|
440
$27.4K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
250+ 125.0% |
$11.4K - $13.6K
|
450
$28K
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
200New |
$9.15K - $10.9K
|
200
$12.4K
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
186New |
$8.51K - $10.2K
|
186
$11.6K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
75New |
$3.43K - $4.09K
|
75
$4.67K
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
68+ 42.5% |
$3.11K - $3.71K
|
228
$14.2K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
56New |
$2.56K - $3.06K
|
56
$3.49K
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
50+ 11.85% |
$2.29K - $2.73K
|
472
$29.4K
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
5New |
$229 - $273
|
5
$311
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
1+ 0.16% |
$45.8 - $54.6
|
635
$39.5K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
10KNew |
$434K - $537K
|
10K
$622K
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.94KNew |
$214K - $265K
|
4.94K
$308K
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.76KNew |
$207K - $256K
|
4.76K
$296K
|