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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-85Closed |
$6.12K - $7.04K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-3KClosed |
$216K - $248K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-21.1KClosed |
$1.52M - $1.74M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Appleton Group, LLC
|
SELL
|
- |
-3.23KClosed |
$233K - $268K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-30Closed |
$2.16K - $2.48K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Exane Derivatives
|
SELL
|
- |
-241- 8.93% |
$17.4K - $19.9K
|
2.46K
$100K
|
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-211Closed |
$15.2K - $17.5K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-355Closed |
$25.6K - $29.4K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Clean Yield Group
|
SELL
|
- |
-100Closed |
$7.21K - $8.28K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
50New |
$3.6K - $4.14K
|
50
$2.03K
|
|
|
Apr 08, 2021
Q1 2021
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-532Closed |
$38.3K - $44K
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 31, 2023
Q4 2020
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
6.35KNew |
$371K - $477K
|
6.35K
$258K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
330New |
$19.3K - $24.8K
|
330
$13.4K
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-805Closed |
$47K - $60.5K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$70K - $90.2K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
2.9KNew |
$169K - $218K
|
2.9K
$118K
|
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.3KNew |
$75.9K - $97.7K
|
1.3K
$52.9K
|
|
|
Jan 28, 2021
Q4 2020
|
Asset Dedication, LLC
|
BUY
|
- |
168New |
$9.8K - $12.6K
|
168
$6.83K
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.85KClosed |
$224K - $289K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-77Closed |
$3.76K - $4.62K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Albion Financial Group
|
BUY
|
- |
3.56KNew |
$174K - $213K
|
3.56K
$145K
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
360New |
$12.1K - $19K
|
360
$14.6K
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-9.88KClosed |
$331K - $523K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Lindbrook Capital, LLC
|
SELL
|
- |
-138Closed |
$4.62K - $7.3K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.23KClosed |
$41.3K - $65.2K
|
0
$0
|
|
| Q4 2019 | |||||||
|
May 15, 2024
Q4 2019
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
196New |
$8.39K - $9.83K
|
196
$7.97K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-70- 18.52% |
$3.06K - $3.18K
|
308
$12.5K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-15.7KClosed |
N/A
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
5+ 20.0% |
N/A
|
30
$1.22K
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-167Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-150Closed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-15Closed |
N/A
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Sandy Spring Bank
|
SELL
|
- |
-150Closed |
N/A
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-7.5KClosed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-2.19KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Washington Trust Bank
|
SELL
|
- |
-2.14KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-64- 14.1% |
N/A
|
390
$15.9K
|
|
|
Feb 15, 2019
Q4 2018
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-160Closed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-175Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-781Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Adviser Investments LLC
|
SELL
|
- |
-348Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
300New |
N/A
|
300
$12.2K
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-156Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$40.7
|
|
|
Aug 10, 2018
Q2 2018
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.16KNew |
N/A
|
6.16K
$251K
|
|
|
Jul 27, 2018
Q2 2018
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.9KNew |
N/A
|
2.9K
$118K
|
|
|
Jul 12, 2018
Q2 2018
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
5New |
N/A
|
5
$203
|
|