Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (CZA)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (CZA) 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-125- 1.95% |
$13K - $14.2K
|
6.29K
$666K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
100+ 7.23% |
$10.4K - $11.4K
|
1.48K
$157K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-691- 2.0% |
$71.7K - $78.5K
|
33.9K
$3.58M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.18K+ 110.46% |
$330K - $361K
|
6.06K
$640K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.57K- 22.7% |
$266K - $292K
|
8.74K
$925K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
77+ 0.43% |
$7.99K - $8.74K
|
18K
$1.9M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
920+ 0.54% |
$95.5K - $104K
|
172K
$18.2M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.81K- 45.69% |
$188K - $205K
|
2.15K
$227K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12+ 0.48% |
$1.25K - $1.36K
|
2.49K
$263K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
327+ 4.54% |
$33.9K - $37.1K
|
7.53K
$796K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.04K- 33.63% |
$108K - $119K
|
2.06K
$218K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
664+ 8.04% |
$68.9K - $75.4K
|
8.93K
$944K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
184+ 2.22% |
$19.1K - $20.9K
|
8.45K
$894K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
659+ 2.53% |
$68.4K - $74.8K
|
26.7K
$2.82M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
36+ 0.56% |
$3.74K - $4.09K
|
6.44K
$681K
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
132+ 2.17% |
$13.7K - $15K
|
6.21K
$656K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.03K+ 96.28% |
$833K - $912K
|
16.4K
$1.73M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.19K+ 3.97% |
$746K - $817K
|
188K
$19.9M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6- 0.1% |
$623 - $681
|
6.06K
$641K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-77- 4.95% |
$7.99K - $8.74K
|
1.48K
$156K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.65K+ 3.31% |
$275K - $301K
|
82.8K
$8.76M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23+ 0.55% |
$2.39K - $2.61K
|
4.24K
$449K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.68KNew |
$590K - $645K
|
5.68K
$601K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.6K- 24.41% |
$166K - $182K
|
4.96K
$525K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-701- 47.88% |
$72.8K - $79.6K
|
763
$80.7K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.8KNew |
$1.44M - $1.57M
|
13.8K
$1.46M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.01K+ 174.78% |
$104K - $114K
|
1.58K
$167K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.36KNew |
$453K - $495K
|
4.36K
$461K
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-115- 1.86% |
$11.9K - $13.1K
|
6.06K
$641K
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-110- 0.53% |
$11.4K - $12.5K
|
20.6K
$2.17M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-208- 1.82% |
$21.6K - $23.6K
|
11.2K
$1.19M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
158+ 6.13% |
$16.4K - $17.9K
|
2.74K
$289K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32KNew |
$3.32M - $3.63M
|
32K
$3.38M
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
17.9KNew |
$1.86M - $2.04M
|
17.9K
$1.9M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.7% |
$104 - $114
|
143
$15.1K
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.37K- 4.64% |
$142K - $156K
|
28.1K
$2.98M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-78- 2.54% |
$8.1K - $8.86K
|
3K
$317K
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
46+ 0.58% |
$4.78K - $5.22K
|
7.93K
$839K
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-350- 2.46% |
$36.3K - $39.7K
|
13.9K
$1.47M
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20- 2.03% |
$1.93K - $2.17K
|
963
$102K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
16.7KNew |
$1.62M - $1.81M
|
16.7K
$1.77M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
449New |
$43.3K - $48.6K
|
449
$47.5K
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.7KNew |
$1.62M - $1.81M
|
16.7K
$1.77M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-23- 0.68% |
$2.22K - $2.49K
|
3.35K
$354K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.14KNew |
$303K - $340K
|
3.14K
$332K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-262- 6.36% |
$25.3K - $28.4K
|
3.86K
$408K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.91KNew |
$185K - $207K
|
1.91K
$202K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.8KNew |
$1.14M - $1.28M
|
11.8K
$1.25M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-873- 9.32% |
$84.3K - $94.5K
|
8.49K
$898K
|