Latest Institutional Purchases of Invesco ETF Tr Invesco Msci Su (ERTH)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Invesco Msci Su (ERTH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
140New |
$6.11K - $7.38K
|
140
$6K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
100New |
$4.36K - $5.27K
|
100
$4.28K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
20+ 18.18% |
$872 - $1.05K
|
130
$5.57K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11New |
$480 - $580
|
11
$471
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
11+ 0.21% |
$480 - $580
|
5.34K
$229K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
8+ 0.16% |
$349 - $422
|
5.06K
$217K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$87.2 - $105
|
4.89K
$209K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
7.15KNew |
$324K - $356K
|
7.15K
$306K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.22KNew |
$100K - $111K
|
2.22K
$95.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 6.92% |
$407 - $449
|
139
$5.95K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3+ 0.65% |
$136 - $150
|
468
$20K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
10.5K+ 488.84% |
$481K - $563K
|
12.6K
$540K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
2.69K+ 89700.0% |
$124K - $145K
|
2.69K
$115K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.25KNew |
$57.6K - $67.4K
|
1.25K
$53.7K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
201New |
$9.24K - $10.8K
|
201
$8.61K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
200New |
$9.2K - $10.8K
|
200
$8.57K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
40New |
$1.84K - $2.15K
|
40
$1.71K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.57% |
$46 - $53.8
|
175
$7.5K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
8.29KNew |
$374K - $436K
|
8.29K
$355K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
461New |
$20.8K - $24.3K
|
461
$19.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
255+ 32.48% |
$11.5K - $13.4K
|
1.04K
$44.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
163New |
$7.36K - $8.58K
|
163
$6.98K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
150New |
$6.77K - $7.9K
|
150
$6.43K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
125New |
$5.64K - $6.58K
|
125
$5.36K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$4.52K - $5.27K
|
100
$4.28K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
89New |
$4.02K - $4.69K
|
89
$3.81K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
58New |
$2.62K - $3.05K
|
58
$2.48K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.56K+ 49.03% |
$75.9K - $94.4K
|
4.74K
$203K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
166New |
$8.08K - $10K
|
166
$7.11K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
128New |
$6.23K - $7.75K
|
128
$5.48K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
36New |
$1.75K - $2.18K
|
36
$1.54K
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
BUY
|
- |
24+ 0.4% |
$1.17K - $1.45K
|
6.07K
$260K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
15New |
$730 - $908
|
15
$643
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 20.0% |
$48.7 - $60.5
|
6
$257
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
34.8KNew |
$1.73M - $2.21M
|
34.8K
$1.49M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
2.94KNew |
$146K - $187K
|
2.94K
$126K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
449New |
$22.4K - $28.5K
|
449
$19.2K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
430New |
$21.4K - $27.3K
|
430
$18.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
300New |
$14.9K - $19K
|
300
$12.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
240New |
$12K - $15.2K
|
240
$10.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
120+ 34.99% |
$5.98K - $7.62K
|
463
$19.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2+ 0.05% |
$99.6 - $127
|
4.16K
$178K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
561+ 1809.68% |
$34.8K - $41.3K
|
592
$25.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13New |
$807 - $956
|
13
$557
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
348New |
$22K - $24K
|
348
$14.9K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
230New |
$14.5K - $15.9K
|
230
$9.85K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
380New |
$27.4K - $31.5K
|
380
$16.3K
|
|
|
Apr 09, 2021
Q1 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
50New |
$3.6K - $4.14K
|
50
$2.14K
|
|
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
40+ 3.99% |
$2.88K - $3.31K
|
1.04K
$44.7K
|
|
| Q4 2020 | |||||||
|
May 31, 2023
Q4 2020
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
6.35KNew |
$371K - $477K
|
6.35K
$272K
|
|