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 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
16.7KNew |
$396K - $405K
|
16.7K
$389K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
46.5K+ 175.44% |
$1.1M - $1.13M
|
72.9K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
27.1K+ 17.81% |
$643K - $658K
|
179K
$4.18M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.13K- 9.34% |
$26.9K - $27.5K
|
11K
$256K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.68KNew |
$39.8K - $40.7K
|
1.68K
$39.1K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.75K- 23.48% |
$65.3K - $66.8K
|
8.96K
$209K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.19K- 9.62% |
$51.9K - $53.1K
|
20.6K
$479K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
106+ 0.53% |
$2.52K - $2.57K
|
20K
$466K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-795- 6.79% |
$18.9K - $19.3K
|
10.9K
$254K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.99KNew |
$237K - $243K
|
9.99K
$233K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
258New |
$6.12K - $6.26K
|
258
$6.01K
|
|
| Q4 2023 | |||||||
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.36K- 78.42% |
$29.5K - $33K
|
374
$8.71K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
124KNew |
$2.69M - $3.01M
|
124K
$2.89M
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-11.1KClosed |
$241K - $269K
|
0
$0
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
19New |
$413 - $461
|
19
$443
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
203KNew |
$4.41M - $4.92M
|
203K
$4.72M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
19.4KNew |
$422K - $470K
|
19.4K
$452K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
58.6KNew |
$1.27M - $1.42M
|
58.6K
$1.36M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$21.7 - $24.3
|
1
$23.3
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
195New |
$4.24K - $4.73K
|
195
$4.54K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-3.73K- 92.55% |
$81K - $90.4K
|
300
$6.99K
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-3.17K- 26.29% |
$68.9K - $76.9K
|
8.89K
$207K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
47.2KNew |
$1.03M - $1.15M
|
47.2K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
236New |
$5.13K - $5.72K
|
236
$5.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15.3K+ 438.44% |
$333K - $371K
|
18.8K
$438K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-16.7K- 59.0% |
$363K - $405K
|
11.6K
$270K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
638New |
$13.9K - $15.5K
|
638
$14.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-46- 6.17% |
$1K - $1.12K
|
700
$16.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-10.9K- 50.5% |
$237K - $264K
|
10.7K
$249K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
502New |
$10.9K - $12.2K
|
502
$11.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.75K- 5.61% |
$81.5K - $91K
|
63.2K
$1.47M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.83KNew |
$39.8K - $44.4K
|
1.83K
$42.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-432- 27.93% |
$9.39K - $10.5K
|
1.12K
$26K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
17.9KNew |
$389K - $434K
|
17.9K
$417K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
11KNew |
$238K - $266K
|
11K
$255K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
10.6KNew |
$234K - $253K
|
10.6K
$247K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-297- 13.0% |
$6.57K - $7.08K
|
1.99K
$46.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
17KNew |
$376K - $406K
|
17K
$397K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
820New |
$18.1K - $19.5K
|
820
$19.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.62K- 6.64% |
$35.9K - $38.7K
|
22.8K
$532K
|
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
17KNew |
$376K - $406K
|
17K
$397K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-4.51K- 95.27% |
$99.7K - $107K
|
224
$5.22K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
120KNew |
$2.65M - $2.85M
|
120K
$2.79M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3.41KNew |
$75.4K - $81.3K
|
3.41K
$79.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
4.28K+ 11.04% |
$94.6K - $102K
|
43.1K
$1M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.63KNew |
$36K - $38.8K
|
1.63K
$38K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.5KNew |
$77.4K - $83.4K
|
3.5K
$81.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
102New |
$2.26K - $2.43K
|
102
$2.38K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
35KNew |
$774K - $834K
|
35K
$816K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
38New |
$840 - $906
|
38
$885
|
|