Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.93KNew |
$360K - $401K
|
8.93K
$359K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
8.29KNew |
$334K - $373K
|
8.29K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.23K+ 25.83% |
$170K - $190K
|
20.6K
$828K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4.04KNew |
$163K - $182K
|
4.04K
$162K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.4K+ 325.64% |
$56.3K - $62.8K
|
1.83K
$73.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
850New |
$34.2K - $38.2K
|
850
$34.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
565New |
$22.8K - $25.4K
|
565
$22.7K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
550+ 24.72% |
$22.2K - $24.7K
|
2.78K
$111K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
317+ 3.96% |
$12.8K - $14.3K
|
8.32K
$334K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
226New |
$9.1K - $10.2K
|
226
$9.08K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
223New |
$8.98K - $10K
|
223
$8.96K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
78New |
$3.14K - $3.51K
|
78
$3.13K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
36New |
$1.45K - $1.62K
|
36
$1.45K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
10New |
$403 - $450
|
10
$402
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3+ 0.04% |
$121 - $135
|
6.94K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.05% |
$40.3 - $45
|
2.12K
$85.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-59- 5.34% |
$2.38K - $2.65K
|
1.05K
$42K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-68- 0.81% |
$2.74K - $3.06K
|
8.32K
$334K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-88- 8.95% |
$3.54K - $3.96K
|
895
$36K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-130- 7.65% |
$5.24K - $5.84K
|
1.57K
$63.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-136- 1.26% |
$5.48K - $6.11K
|
10.6K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-175- 53.19% |
$7.05K - $7.87K
|
154
$6.19K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-264- 2.14% |
$10.6K - $11.9K
|
12.1K
$486K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-275- 5.02% |
$11.1K - $12.4K
|
5.21K
$209K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-298- 2.88% |
$12K - $13.4K
|
10K
$403K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-307- 1.48% |
$12.4K - $13.8K
|
20.4K
$820K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-490- 6.82% |
$19.7K - $22K
|
6.7K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-891- 10.62% |
$35.9K - $40.1K
|
7.5K
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.2K- 5.4% |
$48.3K - $54K
|
21K
$845K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.36K- 14.07% |
$54.9K - $61.3K
|
8.33K
$335K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.6K- 19.97% |
$64.6K - $72.1K
|
6.43K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.64K- 14.47% |
$66K - $73.7K
|
9.69K
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.25K- 6.09% |
$90.5K - $101K
|
34.6K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.27K- 23.35% |
$91.4K - $102K
|
7.45K
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.38K- 14.67% |
$95.9K - $107K
|
13.9K
$557K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.91K- 18.3% |
$117K - $131K
|
13K
$523K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.87K- 4.18% |
$156K - $174K
|
88.7K
$3.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.43K- 11.34% |
$178K - $199K
|
34.6K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-6.4K- 8.45% |
$258K - $288K
|
69.4K
$2.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-9.87K- 36.91% |
$398K - $444K
|
16.9K
$678K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-54.5K- 97.54% |
$2.2M - $2.45M
|
1.38K
$55.3K
|