Latest Institutional Purchases of Invesco ETF Tr Ii Natl Amt Fre (PZA)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Natl Amt Fre (PZA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.21KNew |
$51.7K - $53.5K
|
2.21K
$52.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.64K+ 2.38% |
$38.5K - $39.8K
|
70.6K
$1.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
1.3K+ 11.24% |
$30.4K - $31.5K
|
12.9K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.18K+ 3.63% |
$27.7K - $28.7K
|
33.7K
$796K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1K+ 10.48% |
$23.4K - $24.3K
|
10.5K
$249K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
731+ 1.36% |
$17.1K - $17.7K
|
54.7K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
716+ 2.94% |
$16.8K - $17.4K
|
25.1K
$592K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
654+ 0.56% |
$15.3K - $15.9K
|
118K
$2.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
596+ 6.95% |
$14K - $14.5K
|
9.18K
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
549New |
$12.9K - $13.3K
|
549
$13K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
500+ 8.33% |
$11.7K - $12.1K
|
6.5K
$154K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
454New |
$10.6K - $11K
|
454
$10.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
338New |
$7.92K - $8.2K
|
338
$7.98K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
200+ 15.38% |
$4.68K - $4.85K
|
1.5K
$35.4K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
99+ 0.8% |
$2.32K - $2.4K
|
12.4K
$294K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
80+ 0.64% |
$1.87K - $1.94K
|
12.5K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
67+ 1.58% |
$1.57K - $1.62K
|
4.3K
$102K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
51+ 0.29% |
$1.19K - $1.24K
|
17.6K
$415K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
10+ 0.03% |
$234 - $243
|
31K
$732K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
8+ 0.76% |
$187 - $194
|
1.06K
$25K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.76% |
$117 - $121
|
660
$15.6K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.62M+ 3.91% |
$38.2M - $39.2M
|
43.1M
$1.02B
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
269K+ 87.28% |
$6.35M - $6.51M
|
578K
$13.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
228KNew |
$5.36M - $5.51M
|
228K
$5.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
83.3K+ 27.99% |
$1.96M - $2.02M
|
381K
$9M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
72.7K+ 3.55% |
$1.71M - $1.76M
|
2.12M
$50.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
60.8K+ 14.62% |
$1.43M - $1.47M
|
477K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
51.8K+ 7.23% |
$1.22M - $1.25M
|
769K
$18.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
47.6KNew |
$1.12M - $1.15M
|
47.6K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
40.8K+ 401.49% |
$962K - $988K
|
51K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
40.5K+ 2.39% |
$954K - $979K
|
1.73M
$40.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.9K+ 14.53% |
$845K - $868K
|
283K
$6.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
26.4KNew |
$622K - $638K
|
26.4K
$623K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
25.2KNew |
$593K - $609K
|
25.2K
$594K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
25K+ 14.91% |
$590K - $605K
|
193K
$4.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.8KNew |
$585K - $601K
|
24.8K
$587K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
22.1K+ 25.73% |
$520K - $534K
|
108K
$2.55M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
20.1K+ 6.5% |
$474K - $486K
|
330K
$7.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
20KNew |
$473K - $485K
|
20K
$474K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
19.2KNew |
$452K - $464K
|
19.2K
$453K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
17.6KNew |
$415K - $426K
|
17.6K
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
17.1KNew |
$403K - $413K
|
17.1K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
12.8KNew |
$303K - $311K
|
12.8K
$303K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
11.5KNew |
$270K - $278K
|
11.5K
$271K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.9KNew |
$257K - $264K
|
10.9K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
9.93KNew |
$234K - $240K
|
9.93K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.27K+ 16.74% |
$218K - $224K
|
64.6K
$1.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
9.25KNew |
$218K - $224K
|
9.25K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8.39KNew |
$198K - $203K
|
8.39K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.25K+ 0.56% |
$171K - $175K
|
1.31M
$31M
|
|