Latest Institutional Transactions on Etfis Ser Tr I (AMZA)
This table provides information on the latest institutional transactions involving Etfis Ser Tr I (AMZA) 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
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
445New |
$17.5K - $21.3K
|
445
$17.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
332New |
$13K - $15.9K
|
332
$13.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100New |
$3.92K - $4.78K
|
100
$4.03K
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
4.96KNew |
$195K - $237K
|
4.96K
$200K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-45K- 49.62% |
$1.76M - $2.15M
|
45.7K
$1.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
389+ 77.8% |
$15.3K - $18.6K
|
889
$35.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.74KNew |
$264K - $322K
|
6.74K
$271K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.39K+ 17.16% |
$54.4K - $66.3K
|
9.48K
$382K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
52+ 1.14% |
$2.04K - $2.48K
|
4.62K
$186K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-525- 1.68% |
$20.6K - $25.1K
|
30.7K
$1.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
80New |
$3.14K - $3.82K
|
80
$3.22K
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
8.1KNew |
$353K - $394K
|
8.1K
$326K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
230New |
$10K - $11.2K
|
230
$9.27K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19.2KNew |
$837K - $936K
|
19.2K
$775K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
100New |
$4.35K - $4.87K
|
100
$4.03K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
251+ 4.21% |
$10.9K - $12.2K
|
6.21K
$250K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
300+ 11.11% |
$13.1K - $14.6K
|
3K
$121K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
5.63KNew |
$245K - $274K
|
5.63K
$227K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.2KNew |
$270K - $302K
|
6.2K
$250K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
16KNew |
$631K - $757K
|
16K
$645K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.63KNew |
$379K - $456K
|
9.63K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10- 5.24% |
$394 - $473
|
181
$7.29K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
250+ 12.53% |
$9.85K - $11.8K
|
2.25K
$90.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7.91KNew |
$312K - $374K
|
7.91K
$319K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 1.12% |
$39.4 - $47.3
|
90
$3.63K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.09KNew |
$43K - $51.6K
|
1.09K
$43.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
25New |
$985 - $1.18K
|
25
$1.01K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
125+ 20.83% |
$4.93K - $5.91K
|
725
$29.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
20.3KNew |
$800K - $960K
|
20.3K
$818K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
332New |
$13.1K - $15.7K
|
332
$13.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
8+ 0.64% |
$315 - $378
|
1.25K
$50.5K
|
|
| Q3 2024 | |||||||
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-816- 2.85% |
$31.4K - $34.8K
|
27.8K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-1.96K- 27.91% |
$75.3K - $83.5K
|
5.05K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
205New |
$7.89K - $8.75K
|
205
$8.26K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
300New |
$11.6K - $12.8K
|
300
$12.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
84New |
$3.23K - $3.59K
|
84
$3.38K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 3.13% |
$38.5 - $42.7
|
33
$1.33K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
328New |
$12.6K - $14K
|
328
$13.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
74+ 1.36% |
$2.85K - $3.16K
|
5.52K
$222K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-204- 3.37% |
$7.86K - $8.71K
|
5.85K
$236K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
400+ 4.02% |
$15.2K - $16.8K
|
10.3K
$417K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
353New |
$13.4K - $14.9K
|
353
$14.2K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
32New |
$1.22K - $1.35K
|
32
$1.29K
|
|
| Q1 2024 | |||||||
|
Jan 05, 2026
Q1 2024
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-125Closed |
$4.38K - $5.15K
|
0
$0
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
150New |
$5.25K - $6.18K
|
150
$6.04K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
305New |
$10.7K - $12.6K
|
305
$12.3K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-3.5K- 28.93% |
$123K - $144K
|
8.6K
$346K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.01KNew |
$175K - $206K
|
5.01K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
500New |
$17.5K - $20.6K
|
500
$20.1K
|
|