Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PYZ)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PYZ) 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
|
Morgan Stanley
New York, NY |
BUY
|
- |
184+ 0.92% |
$13.3K - $17.1K
|
20.1K
$2M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.15K- 27.37% |
$156K - $201K
|
5.72K
$569K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-26- 3.59% |
$1.89K - $2.42K
|
699
$69.6K
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.71K+ 29.14% |
$341K - $439K
|
20.9K
$2.08M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-205- 28.08% |
$14.9K - $19.1K
|
525
$52.2K
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37+ 0.45% |
$2.68K - $3.45K
|
8.21K
$816K
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.11K- 50.91% |
$226K - $290K
|
3K
$299K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
365New |
$26.5K - $34K
|
365
$36.3K
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-537- 68.76% |
$38.9K - $50K
|
244
$24.3K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.1K+ 33.85% |
$79.4K - $102K
|
4.33K
$431K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.92K- 20.1% |
$285K - $366K
|
15.6K
$1.55M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
65.7K+ 9182.68% |
$4.77M - $6.13M
|
66.5K
$6.61M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.51K- 30.39% |
$109K - $141K
|
3.46K
$344K
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-204- 3.67% |
$14.8K - $19K
|
5.36K
$533K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-153- 1.88% |
$11.1K - $14.3K
|
8K
$796K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-97- 1.27% |
$7.04K - $9.04K
|
7.57K
$753K
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-480- 11.16% |
$34.8K - $44.7K
|
3.82K
$380K
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-39- 10.34% |
$2.83K - $3.63K
|
338
$33.6K
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
285+ 7.41% |
$20.7K - $26.6K
|
4.13K
$411K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
255New |
$18.5K - $23.8K
|
255
$25.4K
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.94% |
$2.03K - $2.61K
|
2.94K
$293K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.21% |
$508 - $652
|
3.33K
$332K
|
|
Q1 2025 | |||||||
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
45New |
$3.81K - $4.19K
|
45
$4.48K
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-352- 69.16% |
$29.8K - $32.8K
|
157
$15.6K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-16- 43.24% |
$1.35K - $1.49K
|
21
$2.09K
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
21KNew |
$1.78M - $1.96M
|
21K
$2.09M
|
|
Q4 2024 | |||||||
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
6New |
$519 - $597
|
6
$597
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
10.1KNew |
$873K - $1.01M
|
10.1K
$1M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
100New |
$8.64K - $9.96K
|
100
$9.95K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.39% |
$86.4 - $99.6
|
255
$25.4K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-14- 0.42% |
$1.21K - $1.39K
|
3.33K
$331K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
41New |
$3.54K - $4.08K
|
41
$4.08K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.7K+ 19.52% |
$144K - $164K
|
10.4K
$1.04M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.8K- 52.33% |
$153K - $173K
|
1.64K
$163K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-534- 19.63% |
$45.3K - $51.4K
|
2.19K
$218K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
313New |
$26.6K - $30.1K
|
313
$31.1K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10New |
$848 - $963
|
10
$995
|
|
Q2 2024 | |||||||
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
646+ 2.49% |
$56.2K - $60.3K
|
26.6K
$2.65M
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1New |
$87 - $93.3
|
1
$99.5
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-87- 0.68% |
$6.95K - $8.08K
|
12.7K
$1.26M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.7K- 82.63% |
$1.02M - $1.18M
|
2.68K
$266K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-310- 54.58% |
$24.8K - $28.8K
|
258
$25.7K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5KNew |
$362K - $436K
|
5K
$498K
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.35KNew |
$460K - $553K
|
6.35K
$632K
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-125- 1.2% |
$9.06K - $10.9K
|
10.3K
$1.02M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.46KNew |
$178K - $214K
|
2.46K
$245K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
394New |
$28.5K - $34.3K
|
394
$39.2K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-26.6K- 91.79% |
$1.93M - $2.32M
|
2.38K
$237K
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7New |
$507 - $610
|
7
$697
|