Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
54.5K+ 3963.64% |
$2.16M - $2.46M
|
55.9K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32KNew |
$1.27M - $1.45M
|
32K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.06K+ 165.31% |
$279K - $319K
|
11.3K
$461K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
7.03KNew |
$278K - $317K
|
7.03K
$286K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.22K+ 38.81% |
$246K - $281K
|
22.2K
$905K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.24K+ 14.65% |
$49.1K - $56.1K
|
9.72K
$395K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
1.12K+ 4.38% |
$44.3K - $50.6K
|
26.7K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
691+ 1.19% |
$27.3K - $31.2K
|
59K
$2.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
490New |
$19.4K - $22.1K
|
490
$19.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Hoertkorn Richard Charles
|
BUY
|
- |
448New |
$17.7K - $20.2K
|
448
$18.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
201New |
$7.95K - $9.08K
|
201
$8.18K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
159+ 2.02% |
$6.29K - $7.18K
|
8.03K
$327K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
140+ 7.07% |
$5.54K - $6.32K
|
2.12K
$86.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
115New |
$4.55K - $5.19K
|
115
$4.68K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
92+ 0.75% |
$3.64K - $4.16K
|
12.4K
$503K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
58+ 15.63% |
$2.29K - $2.62K
|
429
$17.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
25+ 8.22% |
$989 - $1.13K
|
329
$13.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25+ 6.17% |
$989 - $1.13K
|
430
$17.5K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
20New |
$791 - $903
|
20
$814
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.29% |
$198 - $226
|
1.7K
$69.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3+ 0.04% |
$119 - $136
|
8K
$326K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.27% |
$39.6 - $45.2
|
370
$15.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.16% |
$39.6 - $45.2
|
633
$25.8K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1- 12.5% |
$39.6 - $45.2
|
7
$285
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-25- 0.26% |
$989 - $1.13K
|
9.7K
$394K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-36- 1.59% |
$1.42K - $1.63K
|
2.23K
$90.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-68- 0.65% |
$2.69K - $3.07K
|
10.3K
$420K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-99- 3.42% |
$3.92K - $4.47K
|
2.8K
$114K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-138- 0.35% |
$5.46K - $6.23K
|
39K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-140- 0.46% |
$5.54K - $6.32K
|
30.5K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-143- 1.95% |
$5.66K - $6.46K
|
7.19K
$292K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-194- 30.84% |
$7.67K - $8.76K
|
435
$17.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 24.15% |
$7.91K - $9.03K
|
628
$25.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-215- 17.95% |
$8.5K - $9.71K
|
983
$40K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-217- 1.98% |
$8.58K - $9.8K
|
10.8K
$438K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-251- 2.91% |
$9.93K - $11.3K
|
8.39K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-257- 1.56% |
$10.2K - $11.6K
|
16.2K
$661K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-447- 6.05% |
$17.7K - $20.2K
|
6.94K
$282K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-996- 14.8% |
$39.4K - $45K
|
5.73K
$233K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.09K- 16.53% |
$43K - $49.1K
|
5.48K
$223K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.11K- 16.97% |
$44K - $50.2K
|
5.44K
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.23K- 5.6% |
$48.6K - $55.5K
|
20.7K
$842K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.08K- 20.74% |
$82.1K - $93.8K
|
7.94K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.36K- 1.63% |
$93.4K - $107K
|
143K
$5.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.94K- 7.37% |
$116K - $133K
|
36.9K
$1.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.01K- 27.25% |
$119K - $136K
|
8.05K
$327K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.26K- 17.01% |
$129K - $147K
|
15.9K
$648K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.39K- 28.79% |
$134K - $153K
|
8.39K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.05K- 20.92% |
$160K - $183K
|
15.3K
$623K
|