Latest Institutional Transactions on Invesco ETF Tr Invesco Msci Su (ERTH)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Invesco Msci Su (ERTH) 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.23K- 5.6% |
$48.6K - $55.5K
|
20.7K
$875K
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-25- 0.26% |
$989 - $1.13K
|
9.7K
$410K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-215- 17.95% |
$8.5K - $9.71K
|
983
$41.5K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
92+ 0.75% |
$3.64K - $4.16K
|
12.4K
$523K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-217- 1.98% |
$8.58K - $9.8K
|
10.8K
$455K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-251- 2.91% |
$9.93K - $11.3K
|
8.39K
$354K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.01K- 27.25% |
$119K - $136K
|
8.05K
$340K
|
|
Oct 22, 2024
Q3 2024
|
Hoertkorn Richard Charles
|
BUY
|
- |
448New |
$17.7K - $20.2K
|
448
$18.9K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
490New |
$19.4K - $22.1K
|
490
$20.7K
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.29% |
$198 - $226
|
1.7K
$71.8K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.11K- 16.97% |
$44K - $50.2K
|
5.44K
$230K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-996- 14.8% |
$39.4K - $45K
|
5.73K
$242K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.26K- 17.01% |
$129K - $147K
|
15.9K
$673K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.22K+ 38.81% |
$246K - $281K
|
22.2K
$940K
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.09K- 16.53% |
$43K - $49.1K
|
5.48K
$232K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
115New |
$4.55K - $5.19K
|
115
$4.86K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
140+ 7.07% |
$5.54K - $6.32K
|
2.12K
$89.6K
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-13.4K- 14.99% |
$528K - $603K
|
75.8K
$3.2M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.27% |
$39.6 - $45.2
|
370
$15.6K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.16% |
$39.6 - $45.2
|
633
$26.8K
|
|
Q2 2024 | |||||||
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.26K- 2.24% |
$88K - $96.7K
|
98.8K
$4.17M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.8K- 17.53% |
$70.1K - $77K
|
8.48K
$358K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.5K+ 21.13% |
$563K - $619K
|
83K
$3.51M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.13K+ 45.56% |
$122K - $134K
|
10K
$423K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5+ 0.07% |
$195 - $214
|
7.33K
$310K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
225+ 154.11% |
$8.75K - $9.61K
|
371
$15.7K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.49K- 79.96% |
$213K - $234K
|
1.38K
$58.1K
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
256+ 10.66% |
$9.96K - $10.9K
|
2.66K
$112K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.24K- 6.01% |
$48.1K - $52.9K
|
19.4K
$818K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.4K- 17.75% |
$870K - $956K
|
104K
$4.38M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.44K+ 4.94% |
$56K - $61.5K
|
30.6K
$1.29M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.1K- 46.74% |
$510K - $560K
|
14.9K
$631K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-22.8K- 28.12% |
$887K - $974K
|
58.3K
$2.46M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-72- 0.69% |
$2.8K - $3.08K
|
10.4K
$440K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.9K- 19.44% |
$73.9K - $81.1K
|
7.87K
$333K
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.44K+ 49.18% |
$212K - $232K
|
16.5K
$697K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
172+ 1.48% |
$6.69K - $7.35K
|
11.8K
$498K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2+ 0.01% |
$77.8 - $85.5
|
39.2K
$1.66M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
6.31K+ 4.55% |
$245K - $269K
|
145K
$6.13M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-6- 2.34% |
$233 - $256
|
250
$10.6K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.13K- 22.42% |
$83K - $91.2K
|
7.39K
$312K
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
1.43K+ 5.92% |
$55.7K - $61.2K
|
25.6K
$1.08M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.1K- 20.27% |
$394K - $433K
|
39.8K
$1.68M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
392New |
$15.2K - $16.8K
|
392
$16.6K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.53% |
$38.9 - $42.7
|
190
$8.03K
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
78New |
$3.03K - $3.33K
|
78
$3.3K
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-18- 0.79% |
$700 - $769
|
2.26K
$95.5K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
22+ 11.89% |
$856 - $940
|
207
$8.75K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.87K- 67.04% |
$72.5K - $79.7K
|
917
$38.8K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-292- 57.14% |
$11.4K - $12.5K
|
219
$9.25K
|