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 |
|---|---|---|---|---|---|---|---|
|
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
$334K
|
|
|
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 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9.9K- 81.8% |
$1M - $1.07M
|
2.2K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-388- 6.17% |
$39.2K - $42K
|
5.91K
$628K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.92K+ 2.87% |
$497K - $532K
|
177K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.38K+ 15.8% |
$140K - $149K
|
10.1K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.83KNew |
$691K - $739K
|
6.83K
$727K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-324- 1.59% |
$32.7K - $35.1K
|
20K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.36K+ 249.26% |
$542K - $580K
|
7.51K
$799K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-50- 1.18% |
$5.05K - $5.41K
|
4.19K
$446K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-553- 3.07% |
$55.9K - $59.9K
|
17.5K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1K- 16.53% |
$101K - $108K
|
5.05K
$538K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
146+ 1.64% |
$14.8K - $15.8K
|
9.07K
$965K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
24.2K+ 1628.1% |
$2.44M - $2.62M
|
25.6K
$2.73M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-240- 1.73% |
$24.3K - $26K
|
13.6K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-349- 45.74% |
$35.3K - $37.8K
|
414
$44K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-183- 2.16% |
$18.5K - $19.8K
|
8.27K
$880K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-545- 2.04% |
$55.1K - $59K
|
26.1K
$2.78M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-867- 13.97% |
$87.6K - $93.8K
|
5.34K
$568K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.5K+ 33.62% |
$556K - $596K
|
21.9K
$2.33M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-59- 0.07% |
$5.96K - $6.39K
|
82.7K
$8.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-58K- 30.79% |
$5.86M - $6.28M
|
130K
$13.9M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-400- 16.06% |
$40.4K - $43.3K
|
2.09K
$222K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-59- 0.78% |
$5.96K - $6.39K
|
7.47K
$794K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.65KNew |
$773K - $828K
|
7.65K
$814K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-424- 10.99% |
$42.9K - $45.9K
|
3.44K
$365K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
47+ 1.72% |
$4.75K - $5.09K
|
2.78K
$296K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-688- 8.67% |
$69.5K - $74.5K
|
7.24K
$771K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-74- 1.7% |
$7.48K - $8.01K
|
4.29K
$456K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.29K- 21.32% |
$131K - $140K
|
4.77K
$507K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
588+ 9.13% |
$59.4K - $63.6K
|
7.03K
$747K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
570+ 5.07% |
$57.6K - $61.7K
|
11.8K
$1.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-194- 3.2% |
$19.6K - $21K
|
5.87K
$624K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-486- 14.79% |
$49.1K - $52.6K
|
2.8K
$298K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-344- 11.48% |
$34.8K - $37.2K
|
2.65K
$282K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.78K- 6.32% |
$180K - $193K
|
26.4K
$2.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.84K- 5.42% |
$186K - $199K
|
32K
$3.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 0.24% |
$5.05K - $5.41K
|
20.5K
$2.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
7.34K+ 40.92% |
$742K - $795K
|
25.3K
$2.69M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.57K+ 41.74% |
$267K - $292K
|
8.72K
$928K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.04K- 33.63% |
$108K - $119K
|
2.06K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-77- 4.95% |
$7.99K - $8.74K
|
1.48K
$157K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.68KNew |
$590K - $645K
|
5.68K
$604K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32KNew |
$3.32M - $3.63M
|
32K
$3.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.7% |
$104 - $114
|
143
$15.2K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20- 2.03% |
$1.93K - $2.17K
|
963
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
16.7KNew |
$1.62M - $1.81M
|
16.7K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
449New |
$43.3K - $48.6K
|
449
$47.8K
|
|