Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-78- 0.5% |
$5.13K - $5.63K
|
15.6K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-57- 0.44% |
$3.75K - $4.11K
|
13K
$834K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-52- 4.94% |
$3.42K - $3.75K
|
1K
$64.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-47- 1.09% |
$3.09K - $3.39K
|
4.25K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-46- 0.29% |
$3.03K - $3.32K
|
15.7K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-33- 0.85% |
$2.17K - $2.38K
|
3.83K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-33- 0.59% |
$2.17K - $2.38K
|
5.55K
$357K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-28- 0.32% |
$1.84K - $2.02K
|
8.68K
$558K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28- 1.33% |
$1.84K - $2.02K
|
2.07K
$133K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.03% |
$65.8 - $72.1
|
3.07K
$197K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-23.5K- 16.87% |
$1.5M - $1.66M
|
116K
$7.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-10.6K- 86.18% |
$678K - $749K
|
1.7K
$109K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.32K- 28.6% |
$212K - $234K
|
8.3K
$533K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.77K- 22.68% |
$113K - $125K
|
6.03K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 22.48% |
$77.9K - $86.1K
|
4.21K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.14K- 13.25% |
$72.8K - $80.4K
|
7.46K
$480K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.1K- 5.45% |
$70.2K - $77.6K
|
19.1K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-854- 22.14% |
$54.5K - $60.2K
|
3K
$193K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-584- 4.39% |
$37.3K - $41.2K
|
12.7K
$817K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-500- 4.22% |
$31.9K - $35.3K
|
11.3K
$729K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 63.49% |
$25.5K - $28.2K
|
230
$14.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-334- 2.81% |
$21.3K - $23.6K
|
11.6K
$744K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-300- 6.43% |
$19.1K - $21.2K
|
4.37K
$281K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-288- 70.94% |
$18.4K - $20.3K
|
118
$7.59K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-250- 7.35% |
$16K - $17.6K
|
3.15K
$203K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-195- 1.43% |
$12.4K - $13.8K
|
13.4K
$861K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-175- 8.35% |
$11.2K - $12.3K
|
1.92K
$123K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-168- 33.33% |
$10.7K - $11.9K
|
336
$21.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-152- 3.25% |
$9.7K - $10.7K
|
4.52K
$291K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-150- 3.36% |
$9.57K - $10.6K
|
4.31K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-98- 23.28% |
$6.25K - $6.91K
|
323
$20.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-22- 0.2% |
$1.4K - $1.55K
|
11.3K
$723K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-18- 0.59% |
$1.15K - $1.27K
|
3.03K
$195K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 0.3% |
$128 - $141
|
666
$42.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1- 4.17% |
$63.8 - $70.5
|
23
$1.48K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-5KClosed |
$315K - $345K
|
0
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.07K- 15.27% |
$194K - $212K
|
17K
$1.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.3K- 37.41% |
$145K - $159K
|
3.85K
$248K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.12K- 19.68% |
$70.4K - $76.9K
|
4.56K
$293K
|
|
|
Jul 10, 2024
Q2 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-430- 10.63% |
$27.1K - $29.6K
|
3.62K
$232K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-101- 40.24% |
$6.37K - $6.96K
|
150
$9.64K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-100- 50.0% |
$6.3K - $6.89K
|
100
$6.43K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-74- 26.43% |
$4.66K - $5.1K
|
206
$13.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1- 0.14% |
$63 - $68.9
|
703
$45.2K
|
|
| Q1 2024 | |||||||
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-62.5K- 93.05% |
$3.65M - $4.16M
|
4.67K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-19.3K- 37.7% |
$1.13M - $1.28M
|
31.9K
$2.05M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-19.1K- 48.65% |
$1.12M - $1.27M
|
20.2K
$1.3M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.9K- 30.47% |
$228K - $259K
|
8.89K
$572K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.27K- 98.6% |
$74.2K - $84.4K
|
18
$1.16K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-1K- 24.39% |
$58.5K - $66.6K
|
3.1K
$199K
|
|