Latest Institutional Transactions on Aim ETF Prods Tr Allianzim U S (AZBA)
This table provides information on the latest institutional transactions involving Aim ETF Prods Tr Allianzim U S (AZBA) 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 |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
614+ 6.99% |
N/A
|
9.4K
$0
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
6.29KNew |
N/A
|
6.29K
$0
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
19.2K+ 115.05% |
N/A
|
35.8K
$0
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.37K+ 0.65% |
N/A
|
213K
$0
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-61- 0.41% |
N/A
|
14.9K
$0
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-426K- 97.36% |
N/A
|
11.6K
$0
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
424New |
N/A
|
424
$0
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-7.04K- 9.21% |
N/A
|
69.4K
$0
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
736New |
N/A
|
736
$0
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-2.42K- 16.03% |
N/A
|
12.7K
$0
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4.64K- 76.2% |
N/A
|
1.45K
$0
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
28.7KNew |
N/A
|
28.7K
$0
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
43.5K+ 414.48% |
N/A
|
54K
$0
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-105- 7.63% |
N/A
|
1.27K
$0
|
|
Jul 22, 2024
Q2 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
10.1KNew |
N/A
|
10.1K
$0
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.83K+ 36.54% |
N/A
|
29.3K
$0
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.73K+ 2.99% |
N/A
|
163K
$0
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.96K- 5.14% |
N/A
|
36.2K
$0
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
9.97KNew |
N/A
|
9.97K
$0
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.92K+ 35.84% |
N/A
|
18.7K
$0
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
39New |
N/A
|
39
$0
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
9.78KNew |
$0 - $291K
|
9.78K
$0
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
140New |
$0 - $4.17K
|
140
$0
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.03K- 0.69% |
$0 - $30.8K
|
148K
$0
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
162K+ 333.35% |
$0 - $4.82M
|
211K
$0
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
49.4KNew |
$0 - $1.47M
|
49.4K
$0
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-4.7K- 37.57% |
$0 - $140K
|
7.8K
$0
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
2.2KNew |
$0 - $65.5K
|
2.2K
$0
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1K- 20.94% |
$0 - $29.8K
|
3.78K
$0
|
|
Q4 2023 | |||||||
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
417New |
$11.4K - $12.3K
|
417
$0
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-273- 97.85% |
$7.49K - $8.06K
|
6
$0
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-450- 1.44% |
$12.4K - $13.3K
|
30.7K
$0
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.38K+ 13.74% |
$65.2K - $70.2K
|
19.7K
$0
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.67KNew |
$0 - $247K
|
8.67K
$0
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
16K+ 1244.71% |
$0 - $456K
|
17.3K
$0
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-800- 5.88% |
$0 - $22.8K
|
12.8K
$0
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
931+ 34.25% |
$0 - $26.5K
|
3.65K
$0
|
|
Q2 2023 | |||||||
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
682New |
$0 - $19.2K
|
682
$0
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
10.6KNew |
$0 - $298K
|
10.6K
$0
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
9.47KNew |
$0 - $266K
|
9.47K
$0
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
7New |
$184 - $189
|
7
$0
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
54New |
$1.42K - $1.46K
|
54
$0
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
85New |
$2.23K - $2.3K
|
85
$0
|
|
Q4 2022 | |||||||
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.62KNew |
$195K - $202K
|
7.62K
$0
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.5KNew |
$38.4K - $39.8K
|
1.5K
$0
|
|
Q2 2021 | |||||||
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-31.3K- 77.31% |
$808K - $828K
|
9.2K
$0
|