Latest Institutional Purchases of Invesco Etd Tr Ii S&P 500 Ex R (XRLV)
This list provides information on the latest institutional transactions involving Invesco Etd Tr Ii S&P 500 Ex R (XRLV) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.53KNew |
$319K - $354K
|
6.53K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.5KNew |
$318K - $353K
|
6.5K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.94KNew |
$290K - $322K
|
5.94K
$318K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
3.97KNew |
$194K - $215K
|
3.97K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
633+ 38.93% |
$30.9K - $34.4K
|
2.26K
$121K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
481+ 9.17% |
$23.5K - $26.1K
|
5.73K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
62New |
$3.03K - $3.36K
|
62
$3.32K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10+ 0.13% |
$489 - $543
|
7.8K
$418K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.04KNew |
$239K - $252K
|
5.04K
$270K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
125New |
$5.94K - $6.26K
|
125
$6.69K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
520+ 59.63% |
$24.6K - $26K
|
1.39K
$74.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
176New |
$8.33K - $8.8K
|
176
$9.42K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
88.6KNew |
$3.86M - $4.25M
|
88.6K
$4.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.45KNew |
$325K - $357K
|
7.45K
$399K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
856New |
$37.3K - $41.1K
|
856
$45.8K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.41KNew |
$286K - $312K
|
6.41K
$343K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
443New |
$20K - $21.9K
|
443
$23.7K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
10+ 0.31% |
$453 - $494
|
3.22K
$172K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.68KNew |
$290K - $333K
|
6.68K
$358K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.07KNew |
$309K - $356K
|
7.07K
$378K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
500New |
$23.4K - $26K
|
500
$26.8K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
51New |
$2.25K - $2.42K
|
51
$2.73K
|
|
| Q4 2020 | |||||||
|
Feb 02, 2021
Q4 2020
|
Sfmg, LLC
|
BUY
|
- |
10KNew |
$372K - $417K
|
10K
$538K
|
|
| Q1 2020 | |||||||
|
May 08, 2020
Q1 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
731New |
$19.2K - $31.3K
|
731
$39.1K
|
|
| Q4 2018 | |||||||
|
Jan 25, 2019
Q4 2018
|
Cwm, LLC
|
BUY
|
- |
116New |
$3.54K - $4.21K
|
116
$6.21K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Fifth Third Bancorp
|
BUY
|
- |
500New |
$16.5K - $17.5K
|
500
$26.8K
|
|