Latest Institutional Purchases of Invesco ETF Tr Invesco Msci Su (ERTH)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Invesco Msci Su (ERTH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
50.6K+ 607.97% |
$1.73M - $2.19M
|
58.9K
$2.67M
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
28KNew |
$959K - $1.21M
|
28K
$1.27M
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.47KNew |
$291K - $367K
|
8.47K
$385K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.33K+ 8.49% |
$183K - $231K
|
68.1K
$3.09M
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.19KNew |
$178K - $225K
|
5.19K
$235K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.6K+ 46.51% |
$123K - $156K
|
11.3K
$514K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.83K+ 84.59% |
$62.9K - $79.5K
|
4K
$182K
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.14K+ 37.95% |
$39K - $49.3K
|
4.14K
$188K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
933New |
$32K - $40.4K
|
933
$42.4K
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
399+ 29.0% |
$13.7K - $17.3K
|
1.78K
$80.6K
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
328+ 1.86% |
$11.2K - $14.2K
|
18K
$816K
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
308New |
$10.6K - $13.3K
|
308
$14K
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
166New |
$5.69K - $7.19K
|
166
$7.54K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
109+ 0.33% |
$3.74K - $4.72K
|
33.2K
$1.51M
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100New |
$3.43K - $4.33K
|
100
$4.54K
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
47+ 671.43% |
$1.61K - $2.04K
|
54
$2.45K
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
18+ 0.35% |
$617 - $780
|
5.23K
$237K
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 0.51% |
$274 - $347
|
1.58K
$71.7K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.32% |
$68.6 - $86.7
|
636
$28.9K
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.54% |
$68.6 - $86.7
|
373
$16.9K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
Sep 09, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.06K+ 31.31% |
$41.2K - $44K
|
4.45K
$202K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
600New |
$23.3K - $24.9K
|
600
$27.2K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
161New |
$6.25K - $6.69K
|
161
$7.31K
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
130New |
$5.05K - $5.4K
|
130
$5.9K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
86+ 37.39% |
$3.34K - $3.57K
|
316
$14.3K
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
8.29KNew |
$334K - $373K
|
8.29K
$376K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
850New |
$34.2K - $38.2K
|
850
$38.6K
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
565New |
$22.8K - $25.4K
|
565
$25.7K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
550+ 24.72% |
$22.2K - $24.7K
|
2.78K
$126K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
223New |
$8.98K - $10K
|
223
$10.1K
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
175New |
$7.05K - $7.87K
|
175
$7.95K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
78New |
$3.14K - $3.51K
|
78
$3.54K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
36New |
$1.45K - $1.62K
|
36
$1.63K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
35New |
$1.41K - $1.57K
|
35
$1.59K
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
10New |
$403 - $450
|
10
$454
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
7.03KNew |
$278K - $317K
|
7.03K
$319K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
490New |
$19.4K - $22.1K
|
490
$22.3K
|
|
Oct 22, 2024
Q3 2024
|
Hoertkorn Richard Charles
|
BUY
|
- |
448New |
$17.7K - $20.2K
|
448
$20.3K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
201New |
$7.95K - $9.08K
|
201
$9.13K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
115New |
$4.55K - $5.19K
|
115
$5.22K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
20New |
$791 - $903
|
20
$908
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
392New |
$15.2K - $16.8K
|
392
$17.8K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
22+ 11.89% |
$856 - $940
|
207
$9.4K
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
21New |
$817 - $897
|
21
$954
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.53% |
$38.9 - $42.7
|
190
$8.63K
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
34.2KNew |
$1.37M - $1.58M
|
34.2K
$1.55M
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
345New |
$13.9K - $15.9K
|
345
$15.7K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
325New |
$13.1K - $15K
|
325
$14.8K
|