Latest Institutional Transactions on Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ)
This table provides information on the latest institutional transactions involving Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
52New |
$3.57K - $4.29K
|
52
$3.48K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-342K- 98.71% |
$23.5M - $28.3M
|
4.49K
$301K
|
|
| Q3 2024 | |||||||
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.4K+ 1.17% |
$101K - $121K
|
120K
$8.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
75.5KNew |
$5.47M - $6.55M
|
75.5K
$5.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-16.5K- 63.62% |
$1.19M - $1.43M
|
9.42K
$631K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.36KNew |
$461K - $552K
|
6.36K
$426K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.55KNew |
$257K - $308K
|
3.55K
$238K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-763- 13.17% |
$55.2K - $66.2K
|
5.03K
$337K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.19KNew |
$231K - $277K
|
3.19K
$214K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
520+ 7.17% |
$37.7K - $45.1K
|
7.78K
$521K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
156KNew |
$11.3M - $13.5M
|
156K
$10.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
368New |
$26.6K - $31.9K
|
368
$24.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-93.2K- 76.44% |
$6.75M - $8.08M
|
28.7K
$1.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-635- 4.62% |
$46K - $55.1K
|
13.1K
$878K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.89KNew |
$499K - $598K
|
6.89K
$462K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
41+ 8.2% |
$2.97K - $3.56K
|
541
$36.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.15K+ 33.39% |
$83.2K - $99.7K
|
4.59K
$308K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
76.7KNew |
$5.55M - $6.65M
|
76.7K
$5.14M
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
274KNew |
$19.1M - $21.7M
|
274K
$18.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
62New |
$4.33K - $4.92K
|
62
$4.15K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
CALL |
40New |
$2.79K - $3.17K
|
40
$2.68K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
8.73KNew |
$609K - $692K
|
8.73K
$585K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-105- 7.3% |
$7.33K - $8.33K
|
1.33K
$89.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.01KNew |
$70.2K - $79.7K
|
1.01K
$67.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-250- 4.19% |
$17.5K - $19.8K
|
5.71K
$383K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.07KNew |
$214K - $244K
|
3.07K
$206K
|
|
| Q1 2024 | |||||||
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.04KClosed |
$231K - $257K
|
0
$0
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-53.4KClosed |
$4.05M - $4.52M
|
0
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10New |
$759 - $847
|
10
$670
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21New |
$1.59K - $1.78K
|
21
$1.41K
|
|
|
May 15, 2024
Q1 2024
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
3KNew |
$228K - $254K
|
3K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-11.2K- 60.0% |
$851K - $950K
|
7.48K
$501K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-105- 99.06% |
$7.96K - $8.89K
|
1
$67
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-400- 4.54% |
$30.3K - $33.9K
|
8.41K
$563K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-42- 0.24% |
$3.19K - $3.56K
|
17.5K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
151+ 3.92% |
$11.5K - $12.8K
|
4K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.52K+ 163.71% |
$342K - $382K
|
7.27K
$487K
|
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.26KNew |
$323K - $361K
|
4.26K
$285K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-21- 13.38% |
$1.59K - $1.78K
|
136
$9.11K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
10.3KNew |
$780K - $871K
|
10.3K
$689K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-61.7K- 78.8% |
$4.68M - $5.23M
|
16.6K
$1.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-2.48K- 25.05% |
$188K - $210K
|
7.41K
$497K
|
|
| Q4 2023 | |||||||
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
9KNew |
$583K - $790K
|
9K
$603K
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
25.1KNew |
$1.63M - $2.2M
|
25.1K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
32.9K+ 8235.75% |
$2.14M - $2.89M
|
33.3K
$2.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 0.47% |
$259 - $351
|
853
$57.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
142New |
$9.21K - $12.5K
|
142
$9.51K
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
14.5KNew |
$943K - $1.28M
|
14.5K
$974K
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-63.1K- 64.76% |
$4.09M - $5.54M
|
34.3K
$2.3M
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
203New |
$14.7K - $18.5K
|
203
$13.6K
|
|