Latest Institutional Purchases of Invesco ETF Tr Ii S&P Emerging (EELV)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P Emerging (EELV) 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 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
4.02K+ 45.17% |
$93K - $97.9K
|
12.9K
$339K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
346+ 85.43% |
$8.01K - $8.43K
|
751
$19.7K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
47New |
$1.09K - $1.14K
|
47
$1.23K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
256KNew |
$5.76M - $6.21M
|
256K
$6.71M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.6KNew |
$329K - $355K
|
14.6K
$383K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.11KNew |
$92.4K - $99.7K
|
4.11K
$108K
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
3.2K+ 17.9% |
$72K - $77.7K
|
21.1K
$553K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.75K+ 4.81% |
$61.9K - $66.8K
|
60K
$1.57M
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
BUY
|
- |
2.03K+ 2.48% |
$45.5K - $49.1K
|
83.8K
$2.2M
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
1.03K+ 39.63% |
$23.1K - $24.9K
|
3.62K
$94.7K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
451New |
$10.1K - $10.9K
|
451
$11.8K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
77New |
$1.73K - $1.87K
|
77
$2.02K
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
65New |
$1.46K - $1.58K
|
65
$1.7K
|
|
Q4 2022 | |||||||
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
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
151KNew |
$3.13M - $3.53M
|
151K
$3.97M
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
144K+ 49.03% |
$2.97M - $3.35M
|
437K
$11.4M
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
122KNew |
$2.52M - $2.84M
|
122K
$3.19M
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
81.6KNew |
$1.69M - $1.9M
|
81.6K
$2.14M
|
|
Jan 30, 2023
Q4 2022
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
58.5K+ 108314.81% |
$1.21M - $1.36M
|
58.5K
$1.53M
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
30.9K+ 8.69% |
$640K - $722K
|
387K
$10.1M
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
25.1K+ 133.38% |
$520K - $586K
|
44K
$1.15M
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
22.9K+ 28.95% |
$475K - $535K
|
102K
$2.68M
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
22.1KNew |
$457K - $515K
|
22.1K
$578K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
16.2K+ 65.29% |
$336K - $379K
|
41.1K
$1.08M
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
16.1KNew |
$334K - $376K
|
16.1K
$422K
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
10.8KNew |
$224K - $253K
|
10.8K
$284K
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
10.5K+ 20.76% |
$217K - $244K
|
61K
$1.6M
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
10KNew |
$207K - $233K
|
10K
$262K
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
9.39K+ 13.37% |
$194K - $219K
|
79.7K
$2.09M
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
8.13K+ 4.19% |
$168K - $190K
|
202K
$5.3M
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
4.59K+ 40.16% |
$95K - $107K
|
16K
$420K
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.13K+ 29.76% |
$85.6K - $96.4K
|
18K
$472K
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
3.87K+ 40.42% |
$80.2K - $90.3K
|
13.5K
$353K
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
3.26K+ 1.8% |
$67.5K - $76.1K
|
185K
$4.84M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.21K+ 17.92% |
$66.5K - $75K
|
21.1K
$554K
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.21K+ 25.68% |
$66.4K - $74.8K
|
15.7K
$412K
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.17K+ 4.41% |
$45K - $50.7K
|
51.5K
$1.35M
|
|
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
|
Money Concepts Capital Corp
|
BUY
|
- |
2.08KNew |
$43K - $48.5K
|
2.08K
$54.5K
|
|
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 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.92K+ 148.92% |
$39.8K - $44.9K
|
3.22K
$84.3K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 187.0% |
$31.9K - $35.9K
|
2.36K
$61.9K
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.15K+ 10.33% |
$23.8K - $26.8K
|
12.3K
$321K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
847New |
$17.5K - $19.8K
|
847
$22.2K
|
|
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 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
521+ 14.26% |
$10.8K - $12.2K
|
4.18K
$109K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
514New |
$10.6K - $12K
|
514
$13.5K
|
|
Q3 2022 | |||||||
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
|