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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-21- 0.3% |
$1.02K - $1.27K
|
6.88K
$296K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
15New |
$730 - $908
|
15
$645
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-54- 90.0% |
$2.63K - $3.27K
|
6
$258
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 20.0% |
$48.7 - $60.5
|
6
$258
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
128New |
$6.23K - $7.75K
|
128
$5.51K
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
BUY
|
- |
24+ 0.4% |
$1.17K - $1.45K
|
6.07K
$261K
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-327- 13.53% |
$15.9K - $19.8K
|
2.09K
$89.9K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
36New |
$1.75K - $2.18K
|
36
$1.55K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
430New |
$21.4K - $27.3K
|
430
$18.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2+ 0.05% |
$99.6 - $127
|
4.16K
$179K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.62KClosed |
$181K - $230K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-6.18KClosed |
$308K - $392K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-138- 3.17% |
$6.87K - $8.76K
|
4.21K
$181K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-210Closed |
$10.5K - $13.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
34.8KNew |
$1.73M - $2.21M
|
34.8K
$1.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.39KClosed |
$169K - $215K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
300New |
$14.9K - $19K
|
300
$12.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-150Closed |
$7.47K - $9.52K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-149Closed |
$7.42K - $9.46K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
120+ 34.99% |
$5.98K - $7.62K
|
463
$19.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
240New |
$12K - $15.2K
|
240
$10.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-303Closed |
$15.1K - $19.2K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
2.94KNew |
$146K - $187K
|
2.94K
$126K
|
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-6KClosed |
$299K - $381K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-3.6KClosed |
$179K - $228K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
449New |
$22.4K - $28.5K
|
449
$19.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Everett Harris & CO
|
SELL
|
- |
-383KClosed |
$19.1M - $24.3M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-385Closed |
$21.6K - $25.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-35Closed |
$1.97K - $2.36K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-23KClosed |
$1.29M - $1.55M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-40Closed |
$2.25K - $2.7K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.34KClosed |
$244K - $292K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-6.18KClosed |
$348K - $416K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-336- 53.16% |
$18.9K - $22.6K
|
296
$12.7K
|
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-129Closed |
$7.25K - $8.69K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-5.09KClosed |
$286K - $343K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.56KClosed |
$256K - $307K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-140Closed |
$8.69K - $10.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
561+ 1809.68% |
$34.8K - $41.3K
|
592
$25.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100Closed |
$6.21K - $7.35K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-350Closed |
$21.7K - $25.7K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.65KClosed |
$226K - $268K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-390Closed |
$24.2K - $28.7K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13New |
$807 - $956
|
13
$559
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-300Closed |
$18.6K - $22.1K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-214Closed |
$13.3K - $15.7K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-2Closed |
$124 - $147
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-2.26KClosed |
$143K - $156K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.09KClosed |
$448K - $490K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.8KClosed |
$430K - $469K
|
0
$0
|
|