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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-20.7K- 64.59% |
$466K - $503K
|
11.4K
$298K
|
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
BUY
|
- |
2.03K+ 2.48% |
$45.5K - $49.1K
|
83.8K
$2.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
3.2K+ 17.9% |
$72K - $77.7K
|
21.1K
$553K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-26.6K- 66.26% |
$598K - $645K
|
13.5K
$355K
|
|
| 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
$3.97M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-44- 8.53% |
$911 - $1.03K
|
472
$12.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.08KNew |
$43K - $48.5K
|
2.08K
$54.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
22.1KNew |
$457K - $515K
|
22.1K
$578K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.17KNew |
$44.8K - $50.5K
|
2.17K
$56.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
540+ 23.4% |
$11.2K - $12.6K
|
2.85K
$74.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
847New |
$17.5K - $19.8K
|
847
$22.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
10KNew |
$207K - $233K
|
10K
$262K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.92K+ 148.92% |
$39.8K - $44.9K
|
3.22K
$84.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
10.8KNew |
$224K - $253K
|
10.8K
$284K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
521+ 14.26% |
$10.8K - $12.2K
|
4.18K
$109K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.94K+ 13.48% |
$40.2K - $45.3K
|
16.4K
$429K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.15K+ 10.33% |
$23.8K - $26.8K
|
12.3K
$321K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
16.2K+ 65.29% |
$336K - $379K
|
41.1K
$1.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 187.0% |
$31.9K - $35.9K
|
2.36K
$61.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.08K- 10.84% |
$22.3K - $25.1K
|
8.85K
$232K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
10.5K+ 20.76% |
$217K - $244K
|
61K
$1.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.17K+ 4.41% |
$45K - $50.7K
|
51.5K
$1.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
81.6KNew |
$1.69M - $1.9M
|
81.6K
$2.14M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.21K+ 17.92% |
$66.5K - $75K
|
21.1K
$554K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
578K+ 290.87% |
$12M - $13.5M
|
777K
$20.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
192K+ 54.2% |
$3.96M - $4.47M
|
545K
$14.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
58.5K+ 108314.81% |
$1.21M - $1.36M
|
58.5K
$1.53M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
8.13K+ 4.19% |
$168K - $190K
|
202K
$5.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
25.1K+ 133.38% |
$520K - $586K
|
44K
$1.15M
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
3.26K+ 1.8% |
$67.5K - $76.1K
|
185K
$4.84M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
122KNew |
$2.52M - $2.84M
|
122K
$3.19M
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-7.85K- 28.39% |
$163K - $183K
|
19.8K
$519K
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
30.9K+ 8.69% |
$640K - $722K
|
387K
$10.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
3.87K+ 40.42% |
$80.2K - $90.3K
|
13.5K
$353K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
144K+ 49.03% |
$2.97M - $3.35M
|
437K
$11.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.13K+ 29.76% |
$85.6K - $96.4K
|
18K
$472K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.24K- 26.05% |
$87.8K - $99K
|
12K
$316K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
22.9K+ 28.95% |
$475K - $535K
|
102K
$2.68M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.21K+ 25.68% |
$66.4K - $74.8K
|
15.7K
$412K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-21- 28.77% |
$435 - $490
|
52
$1.36K
|
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
16.1KNew |
$334K - $376K
|
16.1K
$422K
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-18.3K- 17.61% |
$380K - $428K
|
85.8K
$2.25M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
9.39K+ 13.37% |
$194K - $219K
|
79.7K
$2.09M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
514New |
$10.6K - $12K
|
514
$13.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
4.59K+ 40.16% |
$95K - $107K
|
16K
$420K
|
|
| Q3 2022 | |||||||
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
41.8KNew |
$876K - $1.01M
|
41.8K
$1.09M
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11.7K+ 16.16% |
$246K - $283K
|
84.2K
$2.21M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
304K+ 16.11% |
$6.39M - $7.37M
|
2.19M
$57.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
68.4KNew |
$1.44M - $1.66M
|
68.4K
$1.79M
|
|