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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-137- 1.66% |
$12.5K - $14.6K
|
8.13K
$862K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.3K- 23.94% |
$3.84M - $4.51M
|
134K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.59K+ 6.2% |
$144K - $169K
|
27.2K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-25- 0.28% |
$2.27K - $2.67K
|
9.05K
$959K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.8K+ 44.97% |
$1.07M - $1.25M
|
37.9K
$4.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-84- 0.48% |
$7.64K - $8.96K
|
17.4K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.31K+ 25.98% |
$119K - $140K
|
6.37K
$675K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.44K+ 15.71% |
$313K - $367K
|
25.3K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.82K- 39.04% |
$711K - $834K
|
12.2K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-320- 3.16% |
$29.1K - $34.1K
|
9.8K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13+ 0.63% |
$1.18K - $1.39K
|
2.07K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-849- 11.31% |
$77.2K - $90.6K
|
6.66K
$706K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.05K+ 44.44% |
$550K - $645K
|
19.6K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-273- 6.51% |
$24.8K - $29.1K
|
3.92K
$416K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.2KNew |
$291K - $342K
|
3.2K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
196+ 3.32% |
$17.8K - $20.9K
|
6.1K
$647K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.42K+ 64.28% |
$129K - $151K
|
3.62K
$384K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-60- 1.12% |
$5.46K - $6.4K
|
5.28K
$560K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
88New |
$8K - $9.39K
|
88
$9.33K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.45K+ 39.76% |
$222K - $261K
|
8.6K
$912K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.72K- 7.45% |
$884K - $1.04M
|
121K
$12.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-562- 7.35% |
$51.1K - $59.9K
|
7.09K
$752K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-124- 4.46% |
$11.3K - $13.2K
|
2.66K
$282K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-100- 14.2% |
$9.09K - $10.7K
|
604
$64K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7+ 0.25% |
$637 - $747
|
2.81K
$298K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.5K+ 39.71% |
$136K - $160K
|
5.28K
$560K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-425- 5.69% |
$38.6K - $45.3K
|
7.04K
$747K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.51K- 1.82% |
$137K - $161K
|
81.2K
$8.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$273 - $320
|
2.66K
$282K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-290- 4.13% |
$26.4K - $30.9K
|
6.74K
$714K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.54K- 7.93% |
$231K - $271K
|
29.5K
$3.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-470- 2.29% |
$42.7K - $50.1K
|
20K
$2.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-730- 2.77% |
$66.4K - $77.9K
|
25.6K
$2.72M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.1K+ 23.03% |
$99.8K - $117K
|
5.87K
$622K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.19K- 80.26% |
$108K - $127K
|
292
$31K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-290- 4.0% |
$26.4K - $30.9K
|
6.95K
$737K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
539New |
$49K - $57.5K
|
539
$57.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.63K+ 22.3% |
$240K - $281K
|
14.4K
$1.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-250- 1.58% |
$22.7K - $26.7K
|
15.5K
$1.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.79K+ 804.9% |
$254K - $298K
|
3.14K
$333K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-800- 6.21% |
$72.7K - $85.3K
|
12.1K
$1.28M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.83KNew |
$691K - $739K
|
6.83K
$724K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-349- 45.74% |
$35.3K - $37.8K
|
414
$43.9K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-400- 16.06% |
$40.4K - $43.3K
|
2.09K
$222K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-424- 10.99% |
$42.9K - $45.9K
|
3.44K
$364K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-74- 1.7% |
$7.48K - $8.01K
|
4.29K
$455K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-194- 3.2% |
$19.6K - $21K
|
5.87K
$622K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
7.34K+ 40.92% |
$742K - $795K
|
25.3K
$2.68M
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.68KNew |
$590K - $645K
|
5.68K
$602K
|
|