Purchases and Sales Made in Q4 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.8K+ 15.13% |
$461K - $561K
|
90.1K
$3.66M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.6KNew |
$452K - $550K
|
11.6K
$472K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.74K+ 175.88% |
$340K - $414K
|
13.7K
$557K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.88KNew |
$190K - $231K
|
4.88K
$198K
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
4.83K+ 4.88% |
$188K - $229K
|
104K
$4.22M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.56K+ 4.62% |
$178K - $216K
|
103K
$4.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.18KNew |
$124K - $151K
|
3.18K
$130K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.4KNew |
$93.4K - $114K
|
2.4K
$97.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.75K+ 166.98% |
$68.1K - $83K
|
2.8K
$114K
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.16K+ 12.96% |
$45.1K - $54.9K
|
10.1K
$411K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.11K+ 12.84% |
$43.3K - $52.8K
|
9.77K
$397K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.02KNew |
$39.7K - $48.3K
|
1.02K
$41.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
923New |
$35.9K - $43.8K
|
923
$37.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
692+ 9.18% |
$26.9K - $32.8K
|
8.23K
$335K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
625+ 2.92% |
$24.3K - $29.7K
|
22K
$895K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
175+ 33.98% |
$6.81K - $8.3K
|
690
$28.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
168New |
$6.54K - $7.97K
|
168
$6.83K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
150+ 97.4% |
$5.84K - $7.12K
|
304
$12.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
150+ 97.4% |
$5.84K - $7.12K
|
304
$12.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
120New |
$4.67K - $5.69K
|
120
$4.88K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
120+ 115.38% |
$4.67K - $5.69K
|
224
$9.11K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
81New |
$3.15K - $3.84K
|
81
$3.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
70+ 7.49% |
$2.72K - $3.32K
|
1.01K
$40.9K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
21+ 14.48% |
$817 - $996
|
166
$6.75K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-25- 0.36% |
$973 - $1.19K
|
6.88K
$280K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-31- 14.09% |
$1.21K - $1.47K
|
189
$7.69K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34- 0.46% |
$1.32K - $1.61K
|
7.35K
$299K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-58- 0.44% |
$2.26K - $2.75K
|
13.1K
$534K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-130- 7.12% |
$5.06K - $6.17K
|
1.7K
$69K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-169- 22.35% |
$6.58K - $8.02K
|
587
$23.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-187- 1.22% |
$7.28K - $8.87K
|
15.2K
$618K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-200- 2.89% |
$7.78K - $9.49K
|
6.72K
$273K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-378- 12.41% |
$14.7K - $17.9K
|
2.67K
$108K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-383- 16.65% |
$14.9K - $18.2K
|
1.92K
$78K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-413- 4.66% |
$16.1K - $19.6K
|
8.46K
$344K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-416- 2.35% |
$16.2K - $19.7K
|
17.3K
$702K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-473- 69.56% |
$18.4K - $22.4K
|
207
$8.42K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-780- 8.77% |
$30.4K - $37K
|
8.12K
$330K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-963- 15.95% |
$37.5K - $45.7K
|
5.07K
$206K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.04K- 19.51% |
$40.5K - $49.3K
|
4.29K
$175K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.24K- 67.7% |
$48.2K - $58.8K
|
591
$24K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.24K- 67.7% |
$48.2K - $58.8K
|
591
$24K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.41K- 4.42% |
$55K - $67K
|
30.5K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.49K- 19.79% |
$58.1K - $70.8K
|
6.05K
$246K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.6K- 5.44% |
$62.3K - $75.9K
|
27.8K
$1.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.78K- 17.14% |
$69.2K - $84.3K
|
8.6K
$350K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.79K- 1.31% |
$69.6K - $84.8K
|
134K
$5.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.22K- 10.33% |
$86.3K - $105K
|
19.2K
$783K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.38K- 2.25% |
$92.7K - $113K
|
103K
$4.2M
|