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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
106+ 0.53% |
$2.52K - $2.57K
|
20K
$473K
|
|
| Q4 2023 | |||||||
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
203KNew |
$4.41M - $4.92M
|
203K
$4.79M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
124KNew |
$2.69M - $3.01M
|
124K
$2.93M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
58.6KNew |
$1.27M - $1.42M
|
58.6K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
47.2KNew |
$1.03M - $1.15M
|
47.2K
$1.12M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
19.4KNew |
$422K - $470K
|
19.4K
$458K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
17.9KNew |
$389K - $434K
|
17.9K
$423K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15.3K+ 438.44% |
$333K - $371K
|
18.8K
$444K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
11KNew |
$238K - $266K
|
11K
$259K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.83KNew |
$39.8K - $44.4K
|
1.83K
$43.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
638New |
$13.9K - $15.5K
|
638
$15.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
502New |
$10.9K - $12.2K
|
502
$11.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
236New |
$5.13K - $5.72K
|
236
$5.57K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
200New |
$4.35K - $4.85K
|
200
$4.72K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
195New |
$4.24K - $4.73K
|
195
$4.61K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
19New |
$413 - $461
|
19
$449
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$21.7 - $24.3
|
1
$23.6
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
120KNew |
$2.65M - $2.85M
|
120K
$2.83M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
35KNew |
$774K - $834K
|
35K
$827K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
17KNew |
$376K - $406K
|
17K
$402K
|
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
17KNew |
$376K - $406K
|
17K
$402K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$246K - $265K
|
11.1K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
10.6KNew |
$234K - $253K
|
10.6K
$250K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
4.28K+ 11.04% |
$94.6K - $102K
|
43.1K
$1.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.5KNew |
$77.4K - $83.4K
|
3.5K
$82.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3.41KNew |
$75.4K - $81.3K
|
3.41K
$80.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.63KNew |
$36K - $38.8K
|
1.63K
$38.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
820New |
$18.1K - $19.5K
|
820
$19.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
399New |
$8.82K - $9.51K
|
399
$9.42K
|
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
178+ 0.75% |
$3.94K - $4.24K
|
23.8K
$563K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
102New |
$2.26K - $2.43K
|
102
$2.41K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
38New |
$840 - $906
|
38
$898
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
193K+ 109.44% |
$4.44M - $4.65M
|
369K
$8.71M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
50KNew |
$1.15M - $1.21M
|
50K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
26.5KNew |
$609K - $638K
|
26.5K
$625K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
12KNew |
$275K - $288K
|
12K
$282K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.34KNew |
$30.9K - $32.4K
|
1.34K
$31.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
599New |
$13.8K - $14.4K
|
599
$14.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
544+ 0.28% |
$12.5K - $13.1K
|
195K
$4.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
400New |
$9.21K - $9.64K
|
400
$9.45K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
54New |
$1.24K - $1.3K
|
54
$1.28K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
66.8KNew |
$1.53M - $1.61M
|
66.8K
$1.58M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
52.5KNew |
$1.2M - $1.26M
|
52.5K
$1.24M
|
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
25.4K+ 274.46% |
$582K - $611K
|
34.6K
$818K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.34KNew |
$214K - $225K
|
9.34K
$221K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
8.92KNew |
$205K - $215K
|
8.92K
$211K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.61KNew |
$82.8K - $86.8K
|
3.61K
$85.2K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
3K+ 3.35% |
$68.8K - $72.2K
|
92.3K
$2.18M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.13KNew |
$48.8K - $51.2K
|
2.13K
$50.2K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.55K+ 11.38% |
$35.6K - $37.3K
|
15.2K
$358K
|
|