Latest Institutional Transactions on Invesco ETF Tr Ii S&P Emerging (EELV)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P Emerging (EELV) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-872- 4.97% |
$19K - $21K
|
16.7K
$410K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
699New |
$15.2K - $16.8K
|
699
$17.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-12K- 21.92% |
$262K - $288K
|
42.7K
$1.05M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5K+ 33.33% |
$109K - $120K
|
20K
$492K
|
|
| Q3 2023 | |||||||
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-2.39K- 2.14% |
$53.6K - $58.4K
|
109K
$2.69M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12New |
$269 - $293
|
12
$295
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.97K- 41.29% |
$201K - $219K
|
12.8K
$314K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-201- 64.63% |
$4.51K - $4.91K
|
110
$2.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.35KNew |
$210K - $229K
|
9.35K
$230K
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.89K- 15.84% |
$132K - $144K
|
31.3K
$769K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
SELL
|
- |
-674- 4.35% |
$15.1K - $16.5K
|
14.8K
$365K
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-10.3K- 51.64% |
$231K - $252K
|
9.65K
$237K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
16.1KNew |
$362K - $394K
|
16.1K
$397K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
199+ 1.84% |
$4.46K - $4.86K
|
11K
$271K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
172New |
$3.86K - $4.2K
|
172
$4.23K
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
55+ 0.54% |
$1.23K - $1.34K
|
10.3K
$254K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-14.9K- 11.3% |
$333K - $363K
|
117K
$2.87M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.27K- 16.22% |
$73.4K - $80K
|
16.9K
$416K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-151- 70.23% |
$3.5K - $3.68K
|
64
$1.57K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-588- 4.02% |
$13.6K - $14.3K
|
14K
$345K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
8.5K+ 0.72% |
$197K - $207K
|
1.19M
$29.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
4.02K+ 45.17% |
$93K - $97.9K
|
12.9K
$318K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
8.8KNew |
$204K - $214K
|
8.8K
$216K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.09K- 20.19% |
$25.3K - $26.6K
|
4.32K
$106K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.5KNew |
$360K - $378K
|
15.5K
$382K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-330- 3.65% |
$7.64K - $8.04K
|
8.71K
$214K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
47New |
$1.09K - $1.14K
|
47
$1.16K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
346+ 85.43% |
$8.01K - $8.43K
|
751
$18.5K
|
|
| Q1 2023 | |||||||
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-255Closed |
$5.73K - $6.19K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.75K+ 4.81% |
$61.9K - $66.8K
|
60K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-60.7K- 92.86% |
$1.37M - $1.47M
|
4.67K
$115K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-54.1K- 92.16% |
$1.22M - $1.31M
|
4.6K
$113K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19K- 65.83% |
$427K - $460K
|
9.85K
$242K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-120KClosed |
$2.69M - $2.9M
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
451New |
$10.1K - $10.9K
|
451
$11.1K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
256KNew |
$5.76M - $6.21M
|
256K
$6.29M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.6KNew |
$329K - $355K
|
14.6K
$359K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-10.6K- 96.54% |
$238K - $257K
|
379
$9.32K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
250New |
$5.62K - $6.07K
|
250
$6.15K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
65New |
$1.46K - $1.58K
|
65
$1.6K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
77New |
$1.73K - $1.87K
|
77
$1.89K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.11KNew |
$92.4K - $99.7K
|
4.11K
$101K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
1.03K+ 39.63% |
$23.1K - $24.9K
|
3.62K
$88.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-20.7K- 64.59% |
$466K - $503K
|
11.4K
$280K
|
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
BUY
|
- |
2.03K+ 2.48% |
$45.5K - $49.1K
|
83.8K
$2.06M
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-26.6K- 66.26% |
$598K - $645K
|
13.5K
$333K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
3.2K+ 17.9% |
$72K - $77.7K
|
21.1K
$518K
|
|
| Q4 2022 | |||||||
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-388Closed |
$8.03K - $9.05K
|
0
$0
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
151KNew |
$3.13M - $3.53M
|
151K
$3.72M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-44- 8.53% |
$911 - $1.03K
|
472
$11.6K
|
|