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 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.5KClosed |
$285K - $311K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-1.39KClosed |
$34.6K - $37.7K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.43KClosed |
$184K - $201K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-13.6KClosed |
$336K - $367K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-39.7KClosed |
$983K - $1.07M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-7.61KClosed |
$189K - $206K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-26KClosed |
$645K - $704K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-7.61KClosed |
$189K - $206K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-18.6KClosed |
$461K - $503K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-7.42KClosed |
$184K - $201K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-839Closed |
$20.8K - $22.7K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.91KClosed |
$72.1K - $78.7K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-3KClosed |
$74.4K - $81.2K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-134KClosed |
$3.32M - $3.62M
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-7.52KClosed |
$186K - $203K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1.69KNew |
$42K - $45.8K
|
1.69K
$39.9K
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-12.4KClosed |
$308K - $336K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-8.14KClosed |
$202K - $220K
|
0
$0
|
|
Q4 2021 | |||||||
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.07KClosed |
$28.6K - $29K
|
0
$0
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.12KClosed |
$29.9K - $30.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-182KClosed |
$4.86M - $4.94M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-665Closed |
$17.8K - $18K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
9KNew |
$240K - $244K
|
9K
$212K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-159Closed |
$4.25K - $4.32K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-16.2KClosed |
$434K - $441K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
616New |
$16.4K - $16.7K
|
616
$14.5K
|
|
Q3 2021 | |||||||
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
30.3KNew |
$814K - $833K
|
30.3K
$714K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-125Closed |
$3.36K - $3.44K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.3KClosed |
$34.9K - $35.8K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-7.36KClosed |
$198K - $202K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10.1KClosed |
$270K - $277K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.43KNew |
$38.3K - $39.2K
|
1.43K
$33.6K
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
23.4KNew |
$629K - $644K
|
23.4K
$551K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
328New |
$8.81K - $9.02K
|
328
$7.72K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.91KNew |
$78.1K - $80K
|
2.91K
$68.5K
|
|
Oct 14, 2021
Q3 2021
|
Riverview Trust CO
|
BUY
|
- |
2.22KNew |
$59.6K - $61.1K
|
2.22K
$52.3K
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-517Closed |
$13.9K - $14.2K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-3.36KClosed |
$90.2K - $92.3K
|
0
$0
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
BUY
|
- |
16.6KNew |
$446K - $457K
|
16.6K
$391K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1KClosed |
$26.8K - $27.4K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.84KClosed |
$103K - $105K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-2.08KClosed |
$55.7K - $57K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
17New |
$456 - $466
|
17
$400
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
SELL
|
- |
-7.93KClosed |
$212K - $217K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
SELL
|
- |
-1.25KClosed |
$33.5K - $34.3K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-16.7KClosed |
$448K - $459K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-499Closed |
$13.4K - $13.7K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-9.8KClosed |
$263K - $269K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-500Closed |
$13.4K - $13.7K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
17.7KNew |
$473K - $484K
|
17.7K
$416K
|