Purchases and Sales Made in Q2 2021 in Invesco ETF Tr Invesco Msci Su (ERTH)
This table provides information about the institutional ownership of Invesco ETF Tr Invesco Msci Su (ERTH) during Q2 2021. The information is specifically focused on institutions that hold shares of INVESCO ETF TR INVESCO MSCI SU.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 16, 2021
Q2 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
45+ 0.81% |
$2.98K - $3.49K
|
5.61K
$237K
|
|
Jul 30, 2021
Q2 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
39+ 2.7% |
$2.59K - $3.03K
|
1.48K
$62.5K
|
|
Aug 30, 2021
Q2 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
15+ 0.22% |
$994 - $1.16K
|
6.93K
$292K
|
|
Sep 20, 2021
Q2 2021
|
Activest Wealth Management
|
BUY
|
- |
15+ 11.45% |
$994 - $1.16K
|
146
$6.16K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 0.81% |
$994 - $1.16K
|
1.86K
$78.5K
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$66.3 - $77.6
|
6.8K
$287K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-30Closed |
$1.99K - $2.33K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-700Closed |
$46.4K - $54.3K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Concord Wealth Partners
|
SELL
|
- |
-1.04K- 16.84% |
$69K - $80.8K
|
5.14K
$217K
|
|
Aug 10, 2021
Q2 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-2KClosed |
$133K - $155K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.41K- 5.27% |
$160K - $187K
|
43.3K
$1.83M
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.68K- 47.37% |
$178K - $208K
|
2.98K
$126K
|
|
Aug 16, 2021
Q2 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.74K- 27.89% |
$182K - $213K
|
7.09K
$299K
|
|
Jul 23, 2021
Q2 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-2.92KClosed |
$193K - $226K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.99KClosed |
$198K - $232K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.88K- 24.93% |
$257K - $301K
|
11.7K
$493K
|
|
Jul 15, 2021
Q2 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-4.61KClosed |
$306K - $358K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.45KClosed |
$626K - $734K
|
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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.9KClosed |
$1.91M - $2.24M
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-31.9K- 90.76% |
$2.12M - $2.48M
|
3.25K
$137K
|
|
Jul 29, 2021
Q2 2021
|
Everett Harris & CO
|
SELL
|
- |
-270K- 34.87% |
$17.9M - $20.9M
|
503K
$21.3M
|