Latest Institutional Transactions on Invesco ETF Ii S&P Intl Dev Lo (IDLV)
This table provides information on the latest institutional transactions involving Invesco ETF Ii S&P Intl Dev Lo (IDLV) 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
317+ 100.0% |
$7.59K - $8.63K
|
634
$21.1K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
290New |
$6.94K - $7.9K
|
290
$9.65K
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-63- 0.76% |
$1.51K - $1.72K
|
8.21K
$273K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
250New |
$5.98K - $6.81K
|
250
$8.32K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
110New |
$2.63K - $3K
|
110
$3.66K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.92KNew |
$45.9K - $52.2K
|
1.92K
$63.8K
|
|
Q3 2022 | |||||||
Mar 28, 2025
Q3 2022
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-2.23K- 21.38% |
$55K - $64.4K
|
8.2K
$273K
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.4KNew |
$281K - $329K
|
11.4K
$380K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.51K- 6.27% |
$61.8K - $72.4K
|
37.5K
$1.25M
|
|
Nov 10, 2022
Q3 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
332+ 3.16% |
$8.18K - $9.58K
|
10.8K
$361K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-365- 5.11% |
$9K - $10.5K
|
6.78K
$226K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2+ 0.0% |
$49.3 - $57.7
|
61.6K
$2.05M
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
690New |
$17K - $19.9K
|
690
$23K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
13.8KNew |
$341K - $400K
|
13.8K
$461K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9.97KClosed |
$271K - $312K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-13.8KClosed |
$374K - $431K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-1.58K- 16.33% |
$42.9K - $49.5K
|
8.1K
$269K
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 0.48% |
$27.2 - $31.3
|
206
$6.86K
|
|
Aug 05, 2022
Q2 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-132- 0.74% |
$3.58K - $4.13K
|
17.8K
$592K
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-15.2KClosed |
$414K - $477K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
549New |
$14.9K - $17.2K
|
549
$18.3K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-96- 4.2% |
$2.61K - $3.01K
|
2.19K
$72.9K
|
|
Jul 27, 2022
Q2 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
19.8KNew |
$536K - $619K
|
19.8K
$657K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-400Closed |
$10.9K - $12.5K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-14Closed |
$380 - $438
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-10.7KClosed |
$290K - $334K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-33Closed |
$896 - $1.03K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-3.07K- 21.92% |
$83.4K - $96.2K
|
10.9K
$364K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.19KClosed |
$32.2K - $37.1K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-29Closed |
$857 - $931
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-31Closed |
$916 - $996
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-7.2K- 54.14% |
$213K - $231K
|
6.1K
$203K
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-455Closed |
$13.4K - $14.6K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Swm Advisors
|
SELL
|
- |
-10.4KClosed |
$308K - $335K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7KClosed |
$207K - $225K
|
0
$0
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-7.72KClosed |
$228K - $248K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-7.09KClosed |
$217K - $228K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
1.11KNew |
$34K - $35.7K
|
1.11K
$36.9K
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.04KClosed |
$31.8K - $33.4K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-525Closed |
$16.1K - $16.9K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-459Closed |
$14K - $14.8K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.29KClosed |
$39.4K - $41.4K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-13.5KClosed |
$415K - $435K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.89KClosed |
$272K - $288K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
3.46KNew |
$106K - $112K
|
3.46K
$115K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-5.45KClosed |
$167K - $177K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-7.65KClosed |
$234K - $248K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-97Closed |
$2.97K - $3.15K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.01KNew |
$30.8K - $32.7K
|
1.01K
$33.5K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-143Closed |
$4.38K - $4.64K
|
0
$0
|