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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
3.69KNew |
$330K - $354K
|
3.69K
$411K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.13% |
$89.6 - $96.1
|
790
$88.1K
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
176New |
$15.6K - $16.8K
|
176
$19.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-397Closed |
$35.2K - $37.8K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
133New |
$11.3K - $12.2K
|
133
$14.8K
|
|
|
Aug 09, 2021
Q2 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-106Closed |
$9K - $9.73K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-263Closed |
$22.3K - $24.1K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
30New |
$2.55K - $2.75K
|
30
$3.34K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.53KClosed |
$365K - $427K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-233Closed |
$15.4K - $18K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12.2KClosed |
$804K - $939K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-421Closed |
$27.8K - $32.5K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-16.3KClosed |
$1.08M - $1.26M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 17, 2020
Q2 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.2KClosed |
$648K - $887K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-5.46KClosed |
$267K - $366K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-175Closed |
$8.57K - $11.7K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-7.67KClosed |
$376K - $514K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.18KClosed |
$205K - $280K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.06KClosed |
$395K - $541K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.3KClosed |
$555K - $759K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-722- 90.02% |
$35.4K - $48.4K
|
80
$8.92K
|
|
|
Jul 15, 2020
Q2 2020
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-6.2KClosed |
$304K - $416K
|
0
$0
|
|
|
Jul 02, 2020
Q2 2020
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-13.2KClosed |
$647K - $885K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
161+ 8.06% |
$6.9K - $12.8K
|
2.16K
$241K
|
|
|
May 13, 2020
Q1 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.67KClosed |
$115K - $213K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11KClosed |
$473K - $879K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Girard Partners Ltd.
|
SELL
|
- |
-3.72KClosed |
$159K - $296K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-475Closed |
$20.3K - $37.8K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Baldwin Brothers LLC
|
SELL
|
- |
-230Closed |
$9.85K - $18.3K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
575New |
$40.2K - $45K
|
575
$64.1K
|
|
|
Jan 21, 2020
Q4 2019
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.56KClosed |
$179K - $200K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4.23KClosed |
$295K - $331K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-254Closed |
$17.8K - $19.9K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Gradient Investments LLC
|
SELL
|
- |
-38Closed |
$2.66K - $2.98K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Atwater Malick LLC
|
SELL
|
- |
-1.61KClosed |
$112K - $126K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.04KClosed |
$75K - $76.2K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-49.3KClosed |
$3.57M - $3.63M
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-100Closed |
$7.24K - $7.35K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-14.1KClosed |
$1.02M - $1.04M
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-385Closed |
$27.9K - $28.3K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.62KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-288Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-64.3KClosed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.6MClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-350Closed |
N/A
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-85Closed |
N/A
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Creative Financial Designs Inc
|
SELL
|
- |
-213Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
8.64KNew |
N/A
|
8.64K
$964K
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.1KClosed |
N/A
|
0
$0
|
|