Latest Institutional Transactions on Invesco ETF Tr Ii Natl Amt Fre (PZA)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Natl Amt Fre (PZA) 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 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.7KClosed |
$98.1K - $101K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Hardy Reed LLC
|
SELL
|
- |
-13.6KClosed |
$362K - $373K
|
0
$0
|
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
BUY
|
- |
2.4KNew |
$63.9K - $65.8K
|
2.4K
$56.8K
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Mackay Shields LLC
|
SELL
|
- |
-5.5MClosed |
$145M - $149M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.25KClosed |
$243K - $251K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-84Closed |
$2.21K - $2.28K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.62KClosed |
$68.9K - $71.1K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-7.36MClosed |
$194M - $200M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-600Closed |
$15.8K - $16.3K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-650Closed |
$17.1K - $17.7K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
F Dx Advisors, Inc.
|
SELL
|
- |
-10.6KClosed |
$279K - $288K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-652Closed |
$17.1K - $17.7K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-9.62KClosed |
$253K - $261K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-43.5KClosed |
$1.14M - $1.18M
|
0
$0
|
|
Q3 2020 | |||||||
May 17, 2021
Q3 2020
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-9.01KClosed |
$239K - $245K
|
0
$0
|
|
Nov 18, 2020
Q3 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-583Closed |
$15.5K - $15.8K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-6.23KClosed |
$165K - $169K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-860Closed |
$22.8K - $23.4K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-696Closed |
$18.5K - $18.9K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-1.35KClosed |
$35.8K - $36.7K
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-202Closed |
$5.36K - $5.49K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.91K+ 5.12% |
$47.4K - $50.8K
|
39.2K
$926K
|
|
Jan 13, 2023
Q2 2020
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1K- 3.35% |
$24.8K - $26.6K
|
28.8K
$681K
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-881Closed |
$21.9K - $23.4K
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-8.98KClosed |
$223K - $239K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Silver Point Capital L.P.
Greenwich, CT |
SELL
|
- |
-790KClosed |
$19.6M - $21M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-402Closed |
$9.99K - $10.7K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-866Closed |
$21.5K - $23K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.55KClosed |
$212K - $228K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1KNew |
$24.8K - $26.6K
|
1K
$23.6K
|
|
Aug 03, 2020
Q2 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10KClosed |
$248K - $266K
|
0
$0
|
|
Jul 08, 2020
Q2 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-8.31KClosed |
$206K - $221K
|
0
$0
|
|
Jul 08, 2020
Q2 2020
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-10.4KClosed |
$257K - $276K
|
0
$0
|
|
Q1 2020 | |||||||
Feb 13, 2024
Q1 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.12KNew |
$24.1K - $30.8K
|
1.12K
$26.5K
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.76KClosed |
$210K - $269K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-12KClosed |
$258K - $330K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Alaska Permanent Capital Management
|
SELL
|
- |
-11.7KClosed |
$253K - $323K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-19.6KClosed |
$423K - $540K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-364Closed |
$7.84K - $10K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-13.2KClosed |
$285K - $364K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-20.3KClosed |
$437K - $559K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-21.9KClosed |
$472K - $603K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.7KNew |
$123K - $157K
|
5.7K
$135K
|
|
May 12, 2020
Q1 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.83KClosed |
$169K - $215K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-37.1KClosed |
$799K - $1.02M
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-10.1KClosed |
$218K - $278K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-25KClosed |
$539K - $688K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Cambiar Investors LLC
|
SELL
|
- |
-45KClosed |
$970K - $1.24M
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-734Closed |
$15.8K - $20.2K
|
0
$0
|