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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
300New |
$14.9K - $19K
|
300
$12.2K
|
|
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
$18.8K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
240New |
$12K - $15.2K
|
240
$9.76K
|
|
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
$120K
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-6KClosed |
$299K - $381K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Everett Harris & CO
|
SELL
|
- |
-383KClosed |
$19.1M - $24.3M
|
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
$18.3K
|
|
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
$12K
|
|
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
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100Closed |
$6.21K - $7.35K
|
0
$0
|
|
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
$24.1K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-350Closed |
$21.7K - $25.7K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.17K- 4.08% |
$72.3K - $85.7K
|
27.4K
$1.11M
|
|
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
$529
|
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-214Closed |
$13.3K - $15.7K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-300Closed |
$18.6K - $22.1K
|
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
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.8KClosed |
$430K - $469K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.09KClosed |
$448K - $490K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
230New |
$14.5K - $15.9K
|
230
$9.36K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
348New |
$22K - $24K
|
348
$14.2K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.98KClosed |
$188K - $206K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-30Closed |
$1.99K - $2.33K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19.3KClosed |
$1.28M - $1.5M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.99KClosed |
$198K - $232K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-2KClosed |
$133K - $155K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-700Closed |
$46.4K - $54.3K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-2.92KClosed |
$193K - $226K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-4.61KClosed |
$306K - $358K
|
0
$0
|
|
Q1 2021 | |||||||
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
40+ 3.99% |
$2.88K - $3.31K
|
1.04K
$42.4K
|
|
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.69KClosed |
$482K - $554K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
380New |
$27.4K - $31.5K
|
380
$15.5K
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.68KClosed |
$265K - $305K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-380Closed |
$27.4K - $31.5K
|
0
$0
|