Latest Institutional Transactions on Invesco ETF Tr Invesco Msci Su (ERTH)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Invesco Msci Su (ERTH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
47+ 671.43% |
$1.61K - $2.04K
|
54
$2.57K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
308New |
$10.6K - $13.3K
|
308
$14.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
28KNew |
$959K - $1.21M
|
28K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100New |
$3.43K - $4.33K
|
100
$4.76K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.47KNew |
$291K - $367K
|
8.47K
$403K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10- 0.19% |
$343 - $433
|
5.2K
$247K
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-4.68K- 7.14% |
$160K - $203K
|
60.8K
$2.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
166New |
$5.69K - $7.19K
|
166
$7.9K
|
|
| Q1 2025 | |||||||
|
Sep 09, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.06K+ 31.31% |
$41.2K - $44K
|
4.45K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-149Closed |
$5.79K - $6.19K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
86+ 37.39% |
$3.34K - $3.57K
|
316
$15K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-419- 15.77% |
$16.3K - $17.4K
|
2.24K
$106K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
130New |
$5.05K - $5.4K
|
130
$6.19K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
600New |
$23.3K - $24.9K
|
600
$28.5K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10- 0.96% |
$388 - $415
|
1.04K
$49.2K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-90- 2.23% |
$3.5K - $3.74K
|
3.95K
$188K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
161New |
$6.25K - $6.69K
|
161
$7.66K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-773- 7.28% |
$30K - $32.1K
|
9.85K
$469K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-175- 53.19% |
$7.05K - $7.87K
|
154
$7.33K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
35New |
$1.41K - $1.57K
|
35
$1.67K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
175New |
$7.05K - $7.87K
|
175
$8.33K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
223New |
$8.98K - $10K
|
223
$10.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
8.29KNew |
$334K - $373K
|
8.29K
$394K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.36K- 14.07% |
$54.9K - $61.3K
|
8.33K
$396K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-307- 1.48% |
$12.4K - $13.8K
|
20.4K
$971K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
78New |
$3.14K - $3.51K
|
78
$3.71K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
10New |
$403 - $450
|
10
$476
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
850New |
$34.2K - $38.2K
|
850
$40.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
565New |
$22.8K - $25.4K
|
565
$26.9K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
20New |
$791 - $903
|
20
$952
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.08K- 20.74% |
$82.1K - $93.8K
|
7.94K
$378K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
201New |
$7.95K - $9.08K
|
201
$9.56K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
7.03KNew |
$278K - $317K
|
7.03K
$334K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-194- 30.84% |
$7.67K - $8.76K
|
435
$20.7K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Hoertkorn Richard Charles
|
BUY
|
- |
448New |
$17.7K - $20.2K
|
448
$21.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
490New |
$19.4K - $22.1K
|
490
$23.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.11K- 16.97% |
$44K - $50.2K
|
5.44K
$259K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-996- 14.8% |
$39.4K - $45K
|
5.73K
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
115New |
$4.55K - $5.19K
|
115
$5.47K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
21New |
$817 - $897
|
21
$999
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.1K- 46.74% |
$510K - $560K
|
14.9K
$710K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-6- 2.34% |
$233 - $256
|
250
$11.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.53% |
$38.9 - $42.7
|
190
$9.04K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
392New |
$15.2K - $16.8K
|
392
$18.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
22+ 11.89% |
$856 - $940
|
207
$9.85K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-292- 57.14% |
$11.4K - $12.5K
|
219
$10.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.87K- 67.04% |
$72.5K - $79.7K
|
917
$43.6K
|
|
| Q1 2024 | |||||||
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
224New |
$9.01K - $10.4K
|
224
$10.7K
|
|