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 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.79K+ 804.9% |
$254K - $298K
|
3.14K
$344K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.83KNew |
$691K - $739K
|
6.83K
$749K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-349- 45.74% |
$35.3K - $37.8K
|
414
$45.4K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-400- 16.06% |
$40.4K - $43.3K
|
2.09K
$229K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-424- 10.99% |
$42.9K - $45.9K
|
3.44K
$376K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-74- 1.7% |
$7.48K - $8.01K
|
4.29K
$470K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.68KNew |
$590K - $645K
|
5.68K
$623K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32KNew |
$3.32M - $3.63M
|
32K
$3.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.7% |
$104 - $114
|
143
$15.7K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
449New |
$43.3K - $48.6K
|
449
$49.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.7KNew |
$1.62M - $1.81M
|
16.7K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
16.7KNew |
$1.62M - $1.81M
|
16.7K
$1.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.14KNew |
$303K - $340K
|
3.14K
$344K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.91KNew |
$185K - $207K
|
1.91K
$210K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.8KNew |
$1.14M - $1.28M
|
11.8K
$1.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-873- 9.32% |
$84.3K - $94.5K
|
8.49K
$931K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-60- 1.1% |
$5.79K - $6.5K
|
5.37K
$589K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
384+ 14.27% |
$36.5K - $38.8K
|
3.08K
$337K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.85KNew |
$746K - $792K
|
7.85K
$860K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12- 8.63% |
$1.14K - $1.21K
|
127
$13.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
232New |
$22.1K - $23.4K
|
232
$25.4K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
126New |
$12K - $12.7K
|
126
$13.8K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.46KNew |
$497K - $555K
|
5.46K
$599K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-247- 50.61% |
$19.7K - $23.3K
|
241
$26.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
560KNew |
$44.7M - $52.8M
|
560K
$61.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.33KNew |
$266K - $314K
|
3.33K
$365K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
410New |
$32.8K - $38.6K
|
410
$44.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
22+ 0.51% |
$1.76K - $2.07K
|
4.34K
$476K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.25% |
$399 - $471
|
1.98K
$217K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
7.66KNew |
$612K - $722K
|
7.66K
$840K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-393- 13.37% |
$33.4K - $36.2K
|
2.55K
$279K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
350New |
$29.7K - $32.2K
|
350
$38.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-313- 3.89% |
$26.6K - $28.8K
|
7.74K
$848K
|
|
| Q2 2023 | |||||||
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11New |
$914 - $982
|
11
$1.21K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-58- 65.17% |
$4.82K - $5.18K
|
31
$3.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-684- 23.07% |
$56.8K - $61K
|
2.28K
$250K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
377+ 9.05% |
$31.3K - $33.6K
|
4.54K
$498K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.33KNew |
$441K - $507K
|
5.33K
$584K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
5New |
$414 - $476
|
5
$548
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.19K+ 100.0% |
$174K - $204K
|
4.38K
$480K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-681- 4.09% |
$54.2K - $63.5K
|
16K
$1.75M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-330- 3.72% |
$26.2K - $30.8K
|
8.55K
$937K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
250+ 1.91% |
$20K - $23.7K
|
13.3K
$1.46M
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
518New |
$41.4K - $49.1K
|
518
$56.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
67New |
$5.36K - $6.35K
|
67
$7.34K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-45- 16.79% |
$3.6K - $4.26K
|
223
$24.4K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.1KNew |
$489K - $586K
|
6.1K
$668K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10KClosed |
$806K - $965K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.46KClosed |
$197K - $236K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.2KNew |
$822K - $985K
|
10.2K
$1.12M
|
|