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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
850New |
$34.2K - $38.2K
|
850
$34.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
565New |
$22.8K - $25.4K
|
565
$22.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
226New |
$9.1K - $10.2K
|
226
$9.06K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
78New |
$3.14K - $3.51K
|
78
$3.13K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
10New |
$403 - $450
|
10
$401
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-59- 5.34% |
$2.38K - $2.65K
|
1.05K
$41.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-88- 8.95% |
$3.54K - $3.96K
|
895
$35.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-275- 5.02% |
$11.1K - $12.4K
|
5.21K
$209K
|
|
|
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
$844K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-6.4K- 8.45% |
$258K - $288K
|
69.4K
$2.78M
|