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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
939+ 7.31% |
$22K - $22.8K
|
13.8K
$321K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
731+ 1.36% |
$17.1K - $17.7K
|
54.7K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
716+ 2.94% |
$16.8K - $17.4K
|
25.1K
$584K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
654+ 0.56% |
$15.3K - $15.9K
|
118K
$2.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
596+ 6.95% |
$14K - $14.5K
|
9.18K
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
549New |
$12.9K - $13.3K
|
549
$12.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
500+ 8.33% |
$11.7K - $12.1K
|
6.5K
$151K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
454New |
$10.6K - $11K
|
454
$10.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
338New |
$7.92K - $8.2K
|
338
$7.87K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
200+ 1.84% |
$4.68K - $4.85K
|
11.1K
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
200+ 15.38% |
$4.68K - $4.85K
|
1.5K
$34.9K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
99+ 0.8% |
$2.32K - $2.4K
|
12.4K
$289K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
80+ 0.64% |
$1.87K - $1.94K
|
12.5K
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
67+ 1.58% |
$1.57K - $1.62K
|
4.3K
$100K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
51+ 0.29% |
$1.19K - $1.24K
|
17.6K
$409K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
37New |
$867 - $897
|
37
$861
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12+ 0.79% |
$281 - $291
|
1.54K
$35.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
10+ 0.03% |
$234 - $243
|
31K
$721K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
8+ 0.76% |
$187 - $194
|
1.06K
$24.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.76% |
$117 - $121
|
660
$15.4K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
228KNew |
$5.36M - $5.51M
|
228K
$5.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
47.6KNew |
$1.12M - $1.15M
|
47.6K
$1.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
40.8K+ 401.49% |
$962K - $988K
|
51K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.9K+ 14.53% |
$845K - $868K
|
283K
$6.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.8KNew |
$585K - $601K
|
24.8K
$578K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
22.1K+ 25.73% |
$520K - $534K
|
108K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
20KNew |
$473K - $485K
|
20K
$467K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
19.2KNew |
$452K - $464K
|
19.2K
$447K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
17.6KNew |
$415K - $426K
|
17.6K
$410K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
11.5KNew |
$270K - $278K
|
11.5K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
9.93KNew |
$234K - $240K
|
9.93K
$231K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
9.25KNew |
$218K - $224K
|
9.25K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8.39KNew |
$198K - $203K
|
8.39K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.26KNew |
$124K - $127K
|
5.26K
$122K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.52KNew |
$83K - $85.1K
|
3.52K
$81.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.66K+ 9.29% |
$62.7K - $64.4K
|
31.3K
$729K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.9K+ 14.68% |
$44.8K - $46K
|
14.9K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.25K+ 13.44% |
$29.5K - $30.2K
|
10.6K
$246K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
982New |
$23.1K - $23.8K
|
982
$22.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
101New |
$2.38K - $2.44K
|
101
$2.35K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
95+ 0.33% |
$2.24K - $2.3K
|
28.5K
$663K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
78New |
$1.84K - $1.89K
|
78
$1.82K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
66+ 0.45% |
$1.56K - $1.6K
|
14.7K
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
48+ 0.57% |
$1.13K - $1.16K
|
8.5K
$198K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
31+ 0.32% |
$731 - $750
|
9.57K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2+ 0.44% |
$47.1 - $48.4
|
456
$10.6K
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
242KNew |
$5.65M - $5.8M
|
242K
$5.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
30.8KNew |
$718K - $738K
|
30.8K
$717K
|
|
|
Aug 12, 2024
Q2 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
18.2KNew |
$425K - $437K
|
18.2K
$425K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.85KNew |
$43.2K - $44.4K
|
1.85K
$43.1K
|
|