Latest Institutional Transactions on Aim ETF Prods Tr Allianzim Us (AZBL)
This table provides information on the latest institutional transactions involving Aim ETF Prods Tr Allianzim Us (AZBL) 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.2KNew |
$0 - $321K
|
10.2K
$0
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
11.1KNew |
$0 - $349K
|
11.1K
$0
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-680- 3.03% |
$0 - $21.5K
|
21.7K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
163New |
$0 - $5.15K
|
163
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1K- 22.46% |
$0 - $31.6K
|
3.45K
$0
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
399New |
$11.5K - $12.5K
|
399
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-117K- 48.3% |
$3.37M - $3.65M
|
125K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.4KNew |
$587K - $636K
|
20.4K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.25K- 23.47% |
$64.7K - $70.1K
|
7.32K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-23- 6.91% |
$663 - $718
|
310
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
500New |
$14.4K - $15.6K
|
500
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.08KNew |
$204K - $221K
|
7.08K
$0
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.28K+ 14.16% |
$65.6K - $71.1K
|
18.3K
$0
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
936+ 2.26% |
$0 - $28.3K
|
42.4K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
14.9K+ 1243.9% |
$0 - $449K
|
16.1K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
881+ 34.28% |
$0 - $26.6K
|
3.45K
$0
|
|
| Q2 2023 | |||||||
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
6.56KNew |
$0 - $195K
|
6.56K
$0
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
288New |
$7.72K - $8.1K
|
288
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-29- 0.31% |
$778 - $816
|
9.36K
$0
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-55- 0.31% |
$1.48K - $1.55K
|
17.4K
$0
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
13New |
$342 - $357
|
13
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-27K- 84.36% |
$710K - $740K
|
5K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
54New |
$1.42K - $1.48K
|
54
$0
|
|
| Q3 2021 | |||||||
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-162K- 98.08% |
$4.26M - $4.35M
|
3.17K
$0
|
|