Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (CZA)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (CZA) 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.58K- 16.06% |
$153K - $171K
|
8.26K
$873K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.51K- 52.18% |
$146K - $164K
|
1.38K
$146K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
118+ 1.87% |
$11.4K - $12.8K
|
6.42K
$679K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.99K+ 148.93% |
$482K - $540K
|
8.34K
$882K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-808- 35.56% |
$78K - $87.5K
|
1.46K
$155K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-458- 13.73% |
$44.2K - $49.6K
|
2.88K
$304K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
580+ 7.54% |
$56K - $62.8K
|
8.27K
$874K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-388- 2.12% |
$37.5K - $42K
|
17.9K
$1.9M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.93K- 1.12% |
$186K - $209K
|
171K
$18.1M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.3K- 54.05% |
$1.28M - $1.44M
|
11.3K
$1.2M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13- 0.33% |
$1.25K - $1.41K
|
3.96K
$419K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
381+ 1.49% |
$36.8K - $41.3K
|
26K
$2.75M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
340+ 5.46% |
$32.8K - $36.8K
|
6.56K
$694K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-60- 0.83% |
$5.79K - $6.5K
|
7.2K
$761K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.02K+ 49.23% |
$98.8K - $111K
|
3.1K
$328K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-23- 0.68% |
$2.22K - $2.49K
|
3.35K
$354K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
575New |
$55.5K - $62.3K
|
575
$60.8K
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.7KNew |
$1.62M - $1.81M
|
16.7K
$1.77M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
449New |
$43.3K - $48.6K
|
449
$47.5K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
16.7KNew |
$1.62M - $1.81M
|
16.7K
$1.77M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20- 2.03% |
$1.93K - $2.17K
|
963
$102K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.4K- 9.67% |
$1.87M - $2.1M
|
181K
$19.2M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-270- 4.05% |
$26.1K - $29.2K
|
6.4K
$677K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.14KNew |
$303K - $340K
|
3.14K
$332K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
94+ 1.57% |
$9.07K - $10.2K
|
6.07K
$641K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-262- 6.36% |
$25.3K - $28.4K
|
3.86K
$408K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.91KNew |
$185K - $207K
|
1.91K
$202K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-791- 2.24% |
$76.4K - $85.7K
|
34.6K
$3.65M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.8KNew |
$1.14M - $1.28M
|
11.8K
$1.25M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-202- 7.27% |
$19.5K - $21.9K
|
2.58K
$272K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
177+ 6.11% |
$17.1K - $19.2K
|
3.08K
$325K
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-280- 0.94% |
$27K - $30.3K
|
29.5K
$3.12M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-873- 9.32% |
$84.3K - $94.5K
|
8.49K
$898K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.1K+ 1.39% |
$106K - $119K
|
80.1K
$8.47M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-60- 1.1% |
$5.79K - $6.5K
|
5.37K
$568K
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-502- 3.08% |
$48.5K - $54.4K
|
15.8K
$1.67M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-290- 1.38% |
$28K - $31.4K
|
20.7K
$2.18M
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-700- 4.69% |
$67.6K - $75.8K
|
14.2K
$1.5M
|
|
Q2 2024 | |||||||
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-207- 1.78% |
$19.7K - $20.9K
|
11.5K
$1.21M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-395- 1.9% |
$37.6K - $39.9K
|
20.3K
$2.15M
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-366- 5.68% |
$34.8K - $36.9K
|
6.07K
$642K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
83+ 2.01% |
$7.89K - $8.38K
|
4.22K
$446K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.85KNew |
$746K - $792K
|
7.85K
$830K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.75K- 71.29% |
$166K - $176K
|
704
$74.4K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-3.96K- 35.05% |
$377K - $400K
|
7.34K
$776K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12- 8.63% |
$1.14K - $1.21K
|
127
$13.4K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
31.1KNew |
$2.96M - $3.14M
|
31.1K
$3.29M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
232New |
$22.1K - $23.4K
|
232
$24.5K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.03K- 11.94% |
$97.7K - $104K
|
7.58K
$802K
|