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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-54.5K- 97.54% |
$2.2M - $2.45M
|
1.38K
$59.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
36New |
$1.45K - $1.62K
|
36
$1.55K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
550+ 24.72% |
$22.2K - $24.7K
|
2.78K
$119K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
223New |
$8.98K - $10K
|
223
$9.59K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
8.29KNew |
$334K - $373K
|
8.29K
$356K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-307- 1.48% |
$12.4K - $13.8K
|
20.4K
$877K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.36K- 14.07% |
$54.9K - $61.3K
|
8.33K
$358K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-264- 2.14% |
$10.6K - $11.9K
|
12.1K
$520K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
78New |
$3.14K - $3.51K
|
78
$3.35K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
10New |
$403 - $450
|
10
$430
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
850New |
$34.2K - $38.2K
|
850
$36.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
565New |
$22.8K - $25.4K
|
565
$24.3K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
20New |
$791 - $903
|
20
$860
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.08K- 20.74% |
$82.1K - $93.8K
|
7.94K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 24.15% |
$7.91K - $9.03K
|
628
$27K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
201New |
$7.95K - $9.08K
|
201
$8.65K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1- 12.5% |
$39.6 - $45.2
|
7
$301
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
7.03KNew |
$278K - $317K
|
7.03K
$302K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-194- 30.84% |
$7.67K - $8.76K
|
435
$18.7K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Hoertkorn Richard Charles
|
BUY
|
- |
448New |
$17.7K - $20.2K
|
448
$19.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
490New |
$19.4K - $22.1K
|
490
$21.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.11K- 16.97% |
$44K - $50.2K
|
5.44K
$234K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-996- 14.8% |
$39.4K - $45K
|
5.73K
$247K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
115New |
$4.55K - $5.19K
|
115
$4.95K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
21New |
$817 - $897
|
21
$903
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.1K- 46.74% |
$510K - $560K
|
14.9K
$642K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-6- 2.34% |
$233 - $256
|
250
$10.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.53% |
$38.9 - $42.7
|
190
$8.17K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
392New |
$15.2K - $16.8K
|
392
$16.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
22+ 11.89% |
$856 - $940
|
207
$8.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-292- 57.14% |
$11.4K - $12.5K
|
219
$9.42K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.87K- 67.04% |
$72.5K - $79.7K
|
917
$39.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-134- 79.29% |
$5.21K - $5.73K
|
35
$1.51K
|
|
| Q1 2024 | |||||||
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
224New |
$9.01K - $10.4K
|
224
$9.63K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
202+ 47.09% |
$8.13K - $9.33K
|
631
$27.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.26K- 42.2% |
$252K - $289K
|
8.57K
$369K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
32New |
$1.29K - $1.48K
|
32
$1.38K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
34.2KNew |
$1.37M - $1.58M
|
34.2K
$1.47M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.09K- 8.27% |
$43.7K - $50.2K
|
12K
$518K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-15- 0.18% |
$603 - $693
|
8.1K
$348K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
345New |
$13.9K - $15.9K
|
345
$14.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
150New |
$6.03K - $6.93K
|
150
$6.45K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
325New |
$13.1K - $15K
|
325
$14K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.88KNew |
$190K - $231K
|
4.88K
$210K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.02KNew |
$39.7K - $48.3K
|
1.02K
$43.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-169- 22.35% |
$6.58K - $8.02K
|
587
$25.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
81New |
$3.15K - $3.84K
|
81
$3.48K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
120New |
$4.67K - $5.69K
|
120
$5.16K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
923New |
$35.9K - $43.8K
|
923
$39.7K
|
|