Purchases and Sales Made in Q2 2023 in Invesco ETF Tr Invesco Msci Su (ERTH)

ERTH Quotes by TradingView

This table provides information about the institutional ownership of Invesco ETF Tr Invesco Msci Su (ERTH) during Q2 2023. 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 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
54.9K
+ 282.69%
$2.49M - $2.74M
74.4K $3.03M
Jul 24, 2023 Q2 2023
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
33.4K
New
$1.51M - $1.67M
33.4K $1.36M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
18.2K
New
$824K - $908K
18.2K $741K
Jul 24, 2023 Q2 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
14.9K
New
$675K - $744K
14.9K $607K
Aug 14, 2023 Q2 2023
Blue Crest Capital Management LTD

St Helier, Y9
BUY
 -
7.15K
New
$324K - $356K
7.15K $291K
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
6.51K
+ 6.65%
$295K - $325K
104K $4.25M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
6.21K
+ 4.44%
$281K - $310K
146K $5.94M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
5.31K
+ 312.59%
$241K - $265K
7.01K $285K
Aug 04, 2023 Q2 2023
Mission Wealth Management, LP

BUY
 -
2.9K
+ 10.02%
$131K - $145K
31.9K $1.3M
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
2.38K
+ 3.2%
$108K - $119K
76.8K $3.12M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.42K
+ 16.05%
$64.1K - $70.6K
10.2K $417K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
765
+ 11.02%
$34.6K - $38.1K
7.71K $314K
Aug 09, 2023 Q2 2023
Ledyard National Bank

BUY
 -
695
+ 5.53%
$31.5K - $34.6K
13.3K $539K
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
579
+ 32.62%
$26.2K - $28.9K
2.35K $95.8K
Mar 11, 2024 Q2 2023
Nepc LLC

Boston, MA
BUY
 -
543
New
$24.6K - $27.1K
543 $22.1K
Aug 09, 2023 Q2 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
468
+ 7.63%
$21.2K - $23.3K
6.6K $269K
Aug 14, 2023 Q2 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
311
+ 263.56%
$14.1K - $15.5K
429 $17.5K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
302
+ 2.66%
$13.7K - $15.1K
11.7K $475K
Aug 14, 2023 Q2 2023
Retirement Capital Strategies

BUY
 -
298
+ 5.8%
$13.5K - $14.9K
5.43K $221K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
251
+ 166.23%
$11.4K - $12.5K
402 $16.4K
Aug 08, 2023 Q2 2023
3 D/L Capital Management, LLC

BUY
 -
209
+ 4.08%
$9.46K - $10.4K
5.33K $217K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
166
+ 8.36%
$7.51K - $8.28K
2.15K $87.5K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
159
New
$7.2K - $7.93K
159 $6.47K
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
119
+ 16.57%
$5.39K - $5.93K
837 $34K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
25
+ 0.09%
$1.13K - $1.25K
29.4K $1.2M
Jul 07, 2023 Q2 2023
Cooper Financial Group

BUY
 -
11
+ 0.21%
$498 - $548
5.32K $217K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
9
+ 6.92%
$407 - $449
139 $5.65K
Aug 03, 2023 Q2 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
5
+ 0.06%
$226 - $249
8.92K $363K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
4
+ 0.27%
$181 - $199
1.5K $61.1K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
3
+ 0.65%
$136 - $150
468 $19K
Aug 14, 2023 Q2 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
2
+ 0.04%
$90.5 - $99.7
4.89K $199K
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
1
+ 0.39%
$45.3 - $49.9
256 $10.4K
Jul 07, 2023 Q2 2023
Soa Wealth Advisors, Llc.

BUY
 -
1
+ 0.27%
$45.3 - $49.9
365 $14.8K
Aug 08, 2023 Q2 2023
Integrity Financial Corp

SELL
 -
-6
- 4.51%
$272 - $299
127 $5.17K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-23
- 0.54%
$1.04K - $1.15K
4.24K $172K
Jul 11, 2023 Q2 2023
Monterey Private Wealth, Inc.

SELL
 -
-62
- 0.96%
$2.81K - $3.09K
6.4K $260K
Aug 14, 2024 Q2 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-165
- 53.23%
$7.47K - $8.23K
145 $5.9K
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-167
- 1.71%
$7.56K - $8.32K
9.62K $391K
Aug 03, 2023 Q2 2023
Wealth Spring Partners, LLC

Long Beach, CA
SELL
 -
-390
- 7.16%
$17.7K - $19.4K
5.06K $206K
Aug 03, 2023 Q2 2023
Cwm, LLC

SELL
 -
-427
- 45.38%
$19.3K - $21.3K
514 $20.9K
Jul 31, 2023 Q2 2023
Valley National Advisers Inc

SELL
 -
-505
- 4.61%
$22.9K - $25.2K
10.4K $425K
Jul 31, 2023 Q2 2023
Interactive Financial Advisors

Chicago, IL
SELL
 -
-526
- 5.77%
$23.8K - $26.2K
8.59K $350K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-637
- 4.07%
$28.8K - $31.8K
15K $611K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-651
- 4.21%
$29.5K - $32.5K
14.8K $602K
Aug 08, 2023 Q2 2023
Commerce Bank

Kansas City, MO
SELL
 -
-665
- 6.56%
$30.1K - $33.2K
9.47K $385K
Aug 09, 2023 Q2 2023
Altfest L J & CO Inc

SELL
 -
-1.09K
- 5.27%
$49.3K - $54.3K
19.6K $796K
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

SELL
 -
-1.16K
- 16.85%
$52.5K - $57.8K
5.72K $233K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-1.75K
- 9.93%
$79K - $87K
15.8K $644K
Jul 26, 2023 Q2 2023
National Bank Of Canada

SELL
 -
-1.75K
- 35.47%
$79.3K - $87.3K
3.19K $130K

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