Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
258KNew |
$16M - $19M
|
258K
$10.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
59.3KNew |
$3.68M - $4.36M
|
59.3K
$2.42M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
35.7K+ 14.63% |
$2.21M - $2.62M
|
280K
$11.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20K+ 113.44% |
$1.24M - $1.47M
|
37.6K
$1.53M
|
|
|
Aug 02, 2023
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
19.7K+ 13.79% |
$1.22M - $1.45M
|
163K
$6.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.3K+ 235.75% |
$951K - $1.13M
|
21.8K
$889K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.2KNew |
$695K - $823K
|
11.2K
$456K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
7.47K+ 7.07% |
$464K - $549K
|
113K
$4.61M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.14K+ 19.14% |
$443K - $525K
|
44.5K
$1.81M
|
|
|
Mar 09, 2022
Q4 2021
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
6.69KNew |
$415K - $492K
|
6.69K
$272K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.44K+ 16.29% |
$400K - $474K
|
46K
$1.87M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
6.04KNew |
$375K - $444K
|
6.04K
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.15K+ 5.44% |
$319K - $378K
|
99.7K
$4.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.34KNew |
$269K - $319K
|
4.34K
$177K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
3.48K+ 31.91% |
$216K - $256K
|
14.4K
$586K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.52K+ 78.74% |
$156K - $185K
|
5.72K
$233K
|
|
|
Feb 07, 2022
Q4 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.49K+ 20.06% |
$155K - $183K
|
14.9K
$608K
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
BUY
|
- |
1.57K+ 12.49% |
$97.4K - $115K
|
14.1K
$576K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.4K+ 9.49% |
$86.9K - $103K
|
16.2K
$658K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.27K+ 4.68% |
$78.6K - $93.1K
|
28.3K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.06K+ 10.2% |
$66K - $78.2K
|
11.5K
$468K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
939+ 26.52% |
$58.3K - $69.1K
|
4.48K
$182K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
840+ 7.5% |
$52.1K - $61.8K
|
12K
$491K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
676+ 14.25% |
$41.9K - $49.7K
|
5.42K
$221K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
600New |
$37.2K - $44.1K
|
600
$24.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
561+ 1809.68% |
$34.8K - $41.3K
|
592
$24.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
521+ 2.66% |
$32.3K - $38.3K
|
20.1K
$820K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
458New |
$28.4K - $33.7K
|
458
$18.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
429+ 24.83% |
$26.6K - $31.5K
|
2.16K
$87.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
390New |
$24.2K - $28.7K
|
390
$15.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
371+ 31.82% |
$23K - $27.3K
|
1.54K
$62.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
355+ 4.86% |
$22K - $26.1K
|
7.66K
$312K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
354+ 15.73% |
$22K - $26K
|
2.6K
$106K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
148+ 11.24% |
$9.18K - $10.9K
|
1.47K
$59.7K
|
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
129New |
$8K - $9.49K
|
129
$5.25K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
127New |
$7.88K - $9.34K
|
127
$5.17K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$6.21K - $7.35K
|
100
$4.07K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
100+ 35.09% |
$6.21K - $7.35K
|
385
$15.7K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
70+ 1.62% |
$4.34K - $5.15K
|
4.4K
$179K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
40New |
$2.48K - $2.94K
|
40
$1.63K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
35New |
$2.17K - $2.57K
|
35
$1.43K
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
15+ 1.22% |
$931 - $1.1K
|
1.25K
$50.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13New |
$807 - $956
|
13
$529
|
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
BUY
|
- |
6+ 0.1% |
$372 - $441
|
6.01K
$245K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1+ 0.03% |
$62.1 - $73.5
|
3.36K
$137K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.28% |
$62.1 - $73.5
|
359
$14.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$62.1 - $73.5
|
6.87K
$280K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-2Closed |
$124 - $147
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
SELL
|
- |
-36- 1.27% |
$2.23K - $2.65K
|
2.8K
$114K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-83- 40.89% |
$5.15K - $6.1K
|
120
$4.89K
|