Purchases and Sales Made in Q2 2024 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 2024. 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 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.5K+ 21.13% |
$563K - $619K
|
83K
$3.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
6.31K+ 4.55% |
$245K - $269K
|
145K
$5.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.44K+ 49.18% |
$212K - $232K
|
16.5K
$671K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.13K+ 45.56% |
$122K - $134K
|
10K
$407K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.44K+ 4.94% |
$56K - $61.5K
|
30.6K
$1.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
1.43K+ 5.92% |
$55.7K - $61.2K
|
25.6K
$1.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.2KNew |
$46.6K - $51.2K
|
1.2K
$48.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
392New |
$15.2K - $16.8K
|
392
$15.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
256+ 10.66% |
$9.96K - $10.9K
|
2.66K
$108K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
225+ 154.11% |
$8.75K - $9.61K
|
371
$15.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
219+ 2.3% |
$8.52K - $9.36K
|
9.72K
$395K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
172+ 1.48% |
$6.69K - $7.35K
|
11.8K
$479K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
78New |
$3.03K - $3.33K
|
78
$3.17K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
72+ 0.59% |
$2.8K - $3.08K
|
12.3K
$499K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
22+ 11.89% |
$856 - $940
|
207
$8.42K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5+ 0.07% |
$195 - $214
|
7.33K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2+ 0.01% |
$77.8 - $85.5
|
39.2K
$1.59M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.54% |
$77.8 - $85.5
|
369
$15K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.53% |
$38.9 - $42.7
|
190
$7.73K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-4- 0.24% |
$156 - $171
|
1.7K
$69K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-6- 2.34% |
$233 - $256
|
250
$10.2K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-18- 0.79% |
$700 - $769
|
2.26K
$92K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-70- 3.41% |
$2.72K - $2.99K
|
1.98K
$80.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-72- 0.69% |
$2.8K - $3.08K
|
10.4K
$423K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-125- 1.12% |
$4.86K - $5.34K
|
11.1K
$450K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-134- 79.29% |
$5.21K - $5.73K
|
35
$1.42K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-157- 2.33% |
$6.11K - $6.71K
|
6.57K
$267K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-158- 20.0% |
$6.15K - $6.75K
|
632
$25.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-170- 13.34% |
$6.61K - $7.26K
|
1.1K
$44.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-292- 57.14% |
$11.4K - $12.5K
|
219
$8.91K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-297- 3.58% |
$11.6K - $12.7K
|
8K
$325K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-392- 98.0% |
$15.2K - $16.8K
|
8
$325
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-472- 5.18% |
$18.4K - $20.2K
|
8.64K
$351K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-610- 49.23% |
$23.7K - $26.1K
|
629
$25.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-729- 4.35% |
$28.4K - $31.2K
|
16K
$652K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-787- 6.69% |
$30.6K - $33.6K
|
11K
$447K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-824- 10.91% |
$32.1K - $35.2K
|
6.73K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.24K- 6.01% |
$48.1K - $52.9K
|
19.4K
$787K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.8K- 17.53% |
$70.1K - $77K
|
8.48K
$345K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.87K- 67.04% |
$72.5K - $79.7K
|
917
$37.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.9K- 19.44% |
$73.9K - $81.1K
|
7.87K
$320K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.9K- 9.01% |
$73.9K - $81.2K
|
19.2K
$781K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.98K- 23.24% |
$77.1K - $84.7K
|
6.55K
$266K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.13K- 22.42% |
$83K - $91.2K
|
7.39K
$300K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.26K- 2.24% |
$88K - $96.7K
|
98.8K
$4.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.26K- 2.24% |
$88K - $96.7K
|
98.8K
$4.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.49K- 79.96% |
$213K - $234K
|
1.38K
$55.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.91K- 23.96% |
$269K - $295K
|
21.9K
$892K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.1K- 20.27% |
$394K - $433K
|
39.8K
$1.62M
|