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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.6K+ 46.51% |
$123K - $156K
|
11.3K
$487K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-529K- 99.59% |
$20.6M - $22M
|
2.17K
$93.2K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.34K- 7.84% |
$207K - $222K
|
62.8K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.56K- 9.65% |
$332K - $355K
|
80.1K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-149Closed |
$5.79K - $6.19K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
687+ 2.57% |
$26.7K - $28.5K
|
27.4K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-598- 4.31% |
$23.2K - $24.8K
|
13.3K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
4.45KNew |
$173K - $185K
|
4.45K
$191K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.48K- 22.04% |
$57.4K - $61.4K
|
5.22K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.9K+ 57.73% |
$500K - $535K
|
35.2K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-246- 10.76% |
$9.55K - $10.2K
|
2.04K
$87.7K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-419- 15.77% |
$16.3K - $17.4K
|
2.24K
$96.3K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
159+ 1.91% |
$6.18K - $6.6K
|
8.48K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.88K- 15.08% |
$73.1K - $78.2K
|
10.6K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
86+ 37.39% |
$3.34K - $3.57K
|
316
$13.6K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.1K+ 116.78% |
$935K - $1M
|
44.7K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.6K+ 55.52% |
$491K - $525K
|
35.4K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.12KClosed |
$82.4K - $88.1K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-200- 0.73% |
$7.77K - $8.31K
|
27.2K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-349- 5.43% |
$13.6K - $14.5K
|
6.08K
$261K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
130New |
$5.05K - $5.4K
|
130
$5.59K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-290- 3.25% |
$11.3K - $12K
|
8.64K
$371K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-15K- 11.07% |
$584K - $625K
|
121K
$5.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.7K- 7.8% |
$105K - $112K
|
31.9K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-891- 9.2% |
$34.6K - $37K
|
8.8K
$378K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
770+ 4.56% |
$29.9K - $32K
|
17.6K
$759K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10- 0.96% |
$388 - $415
|
1.04K
$44.5K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
600New |
$23.3K - $24.9K
|
600
$25.8K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.04K+ 23.35% |
$118K - $126K
|
16.1K
$690K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.59K- 4.6% |
$61.9K - $66.2K
|
33.1K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-452- 6.07% |
$17.6K - $18.8K
|
7K
$301K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-90- 2.23% |
$3.5K - $3.74K
|
3.95K
$170K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1+ 0.16% |
$38.8 - $41.5
|
634
$27.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$38.8 - $41.5
|
8.32K
$358K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.74K- 25.01% |
$67.4K - $72.1K
|
5.21K
$224K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-3.84K- 5.54% |
$149K - $160K
|
65.5K
$2.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
161New |
$6.25K - $6.69K
|
161
$6.92K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-226- 50.0% |
$8.78K - $9.39K
|
226
$9.72K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.42K- 11.51% |
$94K - $101K
|
18.6K
$801K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-773- 7.28% |
$30K - $32.1K
|
9.85K
$424K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-481- 6.42% |
$18.7K - $20K
|
7.02K
$302K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.13% |
$77.7 - $83.1
|
1.57K
$67.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-317- 35.42% |
$12.3K - $13.2K
|
578
$24.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$155 - $166
|
5.21K
$224K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.27% |
$38.8 - $41.5
|
371
$16K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.35K+ 167.8% |
$216K - $241K
|
8.54K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
175New |
$7.05K - $7.87K
|
175
$7.53K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-175- 40.7% |
$7.05K - $7.87K
|
255
$11K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
35New |
$1.41K - $1.57K
|
35
$1.51K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-175- 53.19% |
$7.05K - $7.87K
|
154
$6.62K
|
|