Purchases and Sales Made in Q2 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
34.8KNew |
$1.73M - $2.21M
|
34.8K
$1.47M
|
|
Jul 12, 2022
Q2 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
26.7K+ 14.19% |
$1.33M - $1.69M
|
215K
$9.07M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.5K+ 23.66% |
$970K - $1.24M
|
102K
$4.3M
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
8.52K+ 51.29% |
$424K - $541K
|
25.1K
$1.06M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.08K+ 88.22% |
$352K - $449K
|
15.1K
$637K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.63K+ 85.28% |
$280K - $357K
|
12.2K
$517K
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
4.88K+ 41.09% |
$243K - $309K
|
16.7K
$707K
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.4KNew |
$219K - $279K
|
4.4K
$186K
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.24K+ 57.86% |
$211K - $269K
|
11.6K
$488K
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
3.71K+ 215.51% |
$185K - $235K
|
5.43K
$229K
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.18KNew |
$158K - $202K
|
3.18K
$134K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
2.94KNew |
$146K - $187K
|
2.94K
$124K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.68K+ 2.91% |
$83.7K - $107K
|
59.5K
$2.51M
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
1.15K+ 28.88% |
$57.1K - $72.7K
|
5.11K
$216K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.13K+ 6.08% |
$56.2K - $71.6K
|
19.7K
$830K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
886+ 0.29% |
$44.1K - $56.2K
|
309K
$13.1M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
839+ 1.79% |
$41.8K - $53.3K
|
47.7K
$2.01M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
568+ 2.22% |
$28.3K - $36.1K
|
26.2K
$1.11M
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
449New |
$22.4K - $28.5K
|
449
$19K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
430New |
$21.4K - $27.3K
|
430
$18.2K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
390+ 1.39% |
$19.4K - $24.8K
|
28.5K
$1.2M
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
300+ 5.74% |
$14.9K - $19K
|
5.53K
$234K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
300New |
$14.9K - $19K
|
300
$12.7K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
242+ 3.6% |
$12.1K - $15.4K
|
6.97K
$294K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
240New |
$12K - $15.2K
|
240
$10.1K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
154New |
$7.67K - $9.77K
|
154
$6.5K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
152+ 12.13% |
$7.57K - $9.65K
|
1.41K
$59.3K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
135+ 9.55% |
$6.72K - $8.57K
|
1.55K
$65.4K
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
BUY
|
- |
121+ 0.85% |
$6.03K - $7.68K
|
14.4K
$609K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
120+ 34.99% |
$5.98K - $7.62K
|
463
$19.5K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$4.98K - $6.35K
|
100
$4.22K
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
99+ 1.82% |
$4.93K - $6.28K
|
5.54K
$234K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53+ 0.35% |
$2.64K - $3.36K
|
15.3K
$648K
|
|
Aug 12, 2022
Q2 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
35+ 0.06% |
$1.74K - $2.22K
|
56.4K
$2.38M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
30+ 1.39% |
$1.49K - $1.9K
|
2.18K
$92.1K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
30+ 50.0% |
$1.49K - $1.9K
|
90
$3.8K
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
28+ 0.42% |
$1.39K - $1.78K
|
6.74K
$285K
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3+ 0.06% |
$149 - $190
|
5.23K
$221K
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3+ 0.65% |
$149 - $190
|
463
$19.5K
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
BUY
|
- |
2+ 0.03% |
$99.6 - $127
|
6.05K
$255K
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2+ 0.05% |
$99.6 - $127
|
4.16K
$176K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.23% |
$99.6 - $127
|
871
$36.8K
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.68% |
$49.8 - $63.5
|
147
$6.21K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
1+ 0.07% |
$49.8 - $63.5
|
1.5K
$63.2K
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.58% |
$49.8 - $63.5
|
173
$7.3K
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$49.8 - $63.5
|
6.67K
$282K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.67% |
$49.8 - $63.5
|
150
$6.33K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-78- 1.13% |
$3.89K - $4.95K
|
6.82K
$288K
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-80- 0.74% |
$3.98K - $5.08K
|
10.7K
$451K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-138- 3.17% |
$6.87K - $8.76K
|
4.21K
$178K
|