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 |
---|---|---|---|---|---|---|---|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-45.6K- 38.22% |
$1.01M - $1.11M
|
73.7K
$1.72M
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
266+ 20.27% |
$5.87K - $6.46K
|
1.58K
$36.8K
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-11.4KClosed |
$252K - $277K
|
0
$0
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
27.8KNew |
$614K - $675K
|
27.8K
$648K
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
700+ 5.88% |
$15.5K - $17K
|
12.6K
$294K
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
9.99KNew |
$221K - $243K
|
9.99K
$233K
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
22.1KNew |
$489K - $537K
|
22.1K
$516K
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-3.37K- 17.0% |
$74.3K - $81.7K
|
16.4K
$383K
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-2.4K- 70.59% |
$53K - $58.3K
|
1K
$23.3K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-11.2K- 43.95% |
$248K - $273K
|
14.3K
$334K
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.78K- 14.7% |
$39.3K - $43.2K
|
10.3K
$240K
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
10+ 0.88% |
$221 - $243
|
1.14K
$26.6K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.63KClosed |
$82.9K - $90.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-11.8KClosed |
$270K - $294K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25.3KClosed |
$577K - $629K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18+ 0.18% |
$411 - $449
|
9.98K
$233K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.48K- 38.99% |
$148K - $161K
|
10.1K
$236K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10.2KNew |
$233K - $254K
|
10.2K
$238K
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-148Closed |
$3.38K - $3.69K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-529K- 86.56% |
$12.1M - $13.2M
|
82.2K
$1.92M
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
22.7KNew |
$518K - $565K
|
22.7K
$528K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.1KNew |
$25.1K - $27.4K
|
1.1K
$25.6K
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
10.6KNew |
$242K - $265K
|
10.6K
$247K
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.14K- 18.44% |
$48.9K - $53.4K
|
9.47K
$221K
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
8.82KNew |
$201K - $220K
|
8.82K
$205K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.48KNew |
$194K - $211K
|
8.48K
$198K
|
|
Aug 09, 2022
Q2 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
60K+ 98.65% |
$1.37M - $1.5M
|
121K
$2.82M
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.2KClosed |
$50.2K - $54.8K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-23.2KClosed |
$531K - $579K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-323- 83.03% |
$7.38K - $8.05K
|
66
$1.54K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-72.6KClosed |
$1.66M - $1.81M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-2.65K- 5.05% |
$60.6K - $66.1K
|
49.8K
$1.16M
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-16.5K- 27.24% |
$377K - $411K
|
44.1K
$1.03M
|
|
Aug 04, 2022
Q2 2022
|
Robinson Capital Management, LLC
|
SELL
|
- |
-258- 56.33% |
$5.89K - $6.43K
|
200
$4.66K
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.08KClosed |
$24.6K - $26.8K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-10K- 58.67% |
$229K - $250K
|
7.06K
$164K
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-17.3KClosed |
$394K - $430K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-33.7KClosed |
$770K - $840K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-2.3K- 19.56% |
$52.6K - $57.4K
|
9.47K
$221K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
400New |
$9.14K - $9.97K
|
400
$9.32K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
140New |
$3.2K - $3.49K
|
140
$3.26K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
26.5KNew |
$605K - $660K
|
26.5K
$617K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
6.73KNew |
$154K - $168K
|
6.73K
$157K
|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-23.1KClosed |
$528K - $576K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-8.17KClosed |
$187K - $204K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-97Closed |
$2.22K - $2.42K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1KClosed |
$22.9K - $25K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-69.5KClosed |
$1.59M - $1.73M
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-2.14KClosed |
$48.9K - $53.4K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.15KClosed |
$26.3K - $28.7K
|
0
$0
|