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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.6K- 52.98% |
$271K - $281K
|
10.3K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.17K+ 26.35% |
$97.5K - $101K
|
20K
$470K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.8K- 14.38% |
$439K - $455K
|
112K
$2.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.87K+ 7.3% |
$67.1K - $69.5K
|
42.1K
$991K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.91K- 1.17% |
$91.5K - $94.8K
|
331K
$7.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
716+ 2.94% |
$16.8K - $17.4K
|
25.1K
$590K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.4K- 3.67% |
$384K - $397K
|
430K
$10.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-330- 1.43% |
$7.73K - $8K
|
22.8K
$538K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.76% |
$117 - $121
|
660
$15.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-815- 0.62% |
$19.1K - $19.8K
|
131K
$3.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
349KNew |
$8.18M - $8.47M
|
349K
$8.23M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-110K- 72.84% |
$2.57M - $2.66M
|
40.9K
$963K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-527- 2.3% |
$12.3K - $12.8K
|
22.4K
$528K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 10.89% |
$24.5K - $25.3K
|
8.55K
$201K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
67+ 1.58% |
$1.57K - $1.62K
|
4.3K
$101K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
596+ 6.95% |
$14K - $14.5K
|
9.18K
$216K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-498- 2.72% |
$11.7K - $12.1K
|
17.8K
$420K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.69K+ 23.08% |
$86.4K - $89.5K
|
19.7K
$463K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
49.9K+ 88.93% |
$1.17M - $1.21M
|
106K
$2.5M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-640- 3.59% |
$15K - $15.5K
|
17.2K
$405K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-4.68K- 1.47% |
$110K - $114K
|
313K
$7.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.27K- 34.91% |
$29.8K - $30.9K
|
2.37K
$55.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
642KNew |
$15M - $15.6M
|
642K
$15.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.95K+ 100.0% |
$116K - $120K
|
9.9K
$233K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-86- 6.04% |
$2.01K - $2.09K
|
1.34K
$31.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-209- 1.86% |
$4.89K - $5.07K
|
11.1K
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-691- 3.22% |
$16.2K - $16.8K
|
20.8K
$489K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
11.9K+ 3.26% |
$279K - $289K
|
377K
$8.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-26.4K- 41.72% |
$619K - $641K
|
36.9K
$869K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.2K+ 34.31% |
$403K - $417K
|
67.3K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-498- 2.96% |
$11.7K - $12.1K
|
16.3K
$385K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
200+ 15.38% |
$4.68K - $4.85K
|
1.5K
$35.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-617- 1.39% |
$14.5K - $15K
|
43.8K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
500+ 8.33% |
$11.7K - $12.1K
|
6.5K
$153K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
731+ 1.36% |
$17.1K - $17.7K
|
54.7K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.2KNew |
$215K - $223K
|
9.2K
$217K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-3.79K- 18.03% |
$88.7K - $91.8K
|
17.2K
$405K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
1.3K+ 11.24% |
$30.4K - $31.5K
|
12.9K
$303K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.77K+ 9.24% |
$88.3K - $91.4K
|
44.5K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
41.1K+ 4.99% |
$963K - $997K
|
865K
$20.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.42K- 4.67% |
$33.2K - $34.4K
|
28.9K
$681K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
96K+ 26.12% |
$2.25M - $2.33M
|
463K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-9.84K- 22.49% |
$230K - $239K
|
33.9K
$799K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.8KNew |
$276K - $286K
|
11.8K
$278K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-730- 20.36% |
$17.1K - $17.7K
|
2.86K
$67.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.13K- 4.73% |
$73.4K - $76K
|
63.2K
$1.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-3.11K- 24.12% |
$72.7K - $75.3K
|
9.77K
$230K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
338New |
$7.92K - $8.2K
|
338
$7.96K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-70- 0.03% |
$1.64K - $1.7K
|
212K
$4.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
19.2K+ 3.93% |
$450K - $466K
|
508K
$12M
|