Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (CZA)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (CZA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
46+ 0.58% |
$4.78K - $5.22K
|
7.93K
$852K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.7KNew |
$1.62M - $1.81M
|
16.7K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
16.7KNew |
$1.62M - $1.81M
|
16.7K
$1.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.8KNew |
$1.14M - $1.28M
|
11.8K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.99K+ 148.93% |
$482K - $540K
|
8.34K
$896K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.14KNew |
$303K - $340K
|
3.14K
$337K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.91KNew |
$185K - $207K
|
1.91K
$205K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.1K+ 1.39% |
$106K - $119K
|
80.1K
$8.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.02K+ 49.23% |
$98.8K - $111K
|
3.1K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
580+ 7.54% |
$56K - $62.8K
|
8.27K
$888K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
575New |
$55.5K - $62.3K
|
575
$61.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
449New |
$43.3K - $48.6K
|
449
$48.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
381+ 1.49% |
$36.8K - $41.3K
|
26K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
340+ 5.46% |
$32.8K - $36.8K
|
6.56K
$705K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
118+ 1.87% |
$11.4K - $12.8K
|
6.42K
$689K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
94+ 1.57% |
$9.07K - $10.2K
|
6.07K
$651K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
31.1KNew |
$2.96M - $3.14M
|
31.1K
$3.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.85KNew |
$746K - $792K
|
7.85K
$843K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
232New |
$22.1K - $23.4K
|
232
$24.9K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
126New |
$12K - $12.7K
|
126
$13.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
83+ 2.01% |
$7.89K - $8.38K
|
4.22K
$453K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.46KNew |
$497K - $555K
|
5.46K
$587K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
560KNew |
$44.7M - $52.8M
|
560K
$60.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
7.66KNew |
$612K - $722K
|
7.66K
$823K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.33KNew |
$266K - $314K
|
3.33K
$358K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
410New |
$32.8K - $38.6K
|
410
$44K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
390+ 33.45% |
$31.2K - $36.8K
|
1.56K
$167K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
380New |
$30.4K - $35.8K
|
380
$40.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200New |
$16K - $18.9K
|
200
$21.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
22+ 0.51% |
$1.76K - $2.07K
|
4.34K
$466K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.25% |
$399 - $471
|
1.98K
$213K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2+ 1.43% |
$160 - $189
|
142
$15.2K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
350New |
$29.7K - $32.2K
|
350
$37.6K
|
|
| Q2 2023 | |||||||
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
377+ 9.05% |
$31.3K - $33.6K
|
4.54K
$488K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11New |
$914 - $982
|
11
$1.18K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.33KNew |
$441K - $507K
|
5.33K
$572K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.8KNew |
$149K - $171K
|
1.8K
$193K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
5New |
$414 - $476
|
5
$537
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.19K+ 100.0% |
$174K - $204K
|
4.38K
$470K
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
518New |
$41.4K - $49.1K
|
518
$55.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
250+ 1.91% |
$20K - $23.7K
|
13.3K
$1.43M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
67New |
$5.36K - $6.35K
|
67
$7.2K
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
53.8KNew |
$4.32M - $5.17M
|
53.8K
$5.77M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.2KNew |
$822K - $985K
|
10.2K
$1.1M
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.1KNew |
$489K - $586K
|
6.1K
$655K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
11+ 8.33% |
$972 - $1.06K
|
143
$15.4K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.34% |
$88.4 - $96.3
|
296
$31.8K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
3.69KNew |
$330K - $354K
|
3.69K
$396K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.13% |
$89.6 - $96.1
|
790
$84.8K
|
|