Latest Institutional Transactions on Invesco ETF Tr Ii Natl Amt Fre (PZA)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Natl Amt Fre (PZA) 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 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-130- 1.29% |
$2.88K - $3.04K
|
9.96K
$223K
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-7.08K- 39.91% |
$157K - $165K
|
10.7K
$239K
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.11K+ 5.24% |
$46.7K - $49.2K
|
42.3K
$946K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-204- 0.95% |
$4.52K - $4.77K
|
21.3K
$477K
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-17.4K- 47.81% |
$385K - $406K
|
19K
$425K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-12.3K- 99.41% |
$274K - $288K
|
73
$1.64K
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
10.2KNew |
$226K - $238K
|
10.2K
$229K
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-9.04K- 2.77% |
$201K - $211K
|
317K
$7.1M
|
|
Q1 2025 | |||||||
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
273New |
$6.23K - $6.48K
|
273
$6.12K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
72.4K+ 1962.34% |
$1.65M - $1.72M
|
76.1K
$1.71M
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-433- 2.53% |
$9.89K - $10.3K
|
16.7K
$374K
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-136K- 41.09% |
$3.09M - $3.22M
|
194K
$4.35M
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
75KNew |
$1.71M - $1.78M
|
75K
$1.68M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
75KNew |
$1.71M - $1.78M
|
75K
$1.68M
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.95KNew |
$44.5K - $46.3K
|
1.95K
$43.7K
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
11.5K+ 72.32% |
$262K - $273K
|
27.3K
$613K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.05K- 11.66% |
$69.7K - $72.5K
|
23.1K
$518K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.9M- 3.82% |
$43.4M - $45.1M
|
47.8M
$1.07B
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.1K+ 1.66% |
$25K - $26K
|
67.3K
$1.51M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-16.9K- 32.66% |
$385K - $400K
|
34.7K
$778K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.1K- 28.85% |
$93.6K - $97.4K
|
10.1K
$227K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
58.2K+ 75.58% |
$1.33M - $1.38M
|
135K
$3.03M
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.95K+ 12.6% |
$90.1K - $93.7K
|
35.3K
$790K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.17K- 4.99% |
$118K - $123K
|
98.5K
$2.21M
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
22+ 0.12% |
$502 - $523
|
17.7K
$396K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.33KNew |
$144K - $150K
|
6.33K
$142K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.01K- 1.42% |
$91.4K - $95.1K
|
277K
$6.21M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19- 51.35% |
$434 - $451
|
18
$403
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-102K- 4.9% |
$2.33M - $2.42M
|
1.98M
$44.3M
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
444K+ 210.04% |
$10.1M - $10.5M
|
656K
$14.7M
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
207K+ 220.98% |
$4.72M - $4.91M
|
300K
$6.73M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.9K- 5.44% |
$363K - $377K
|
276K
$6.19M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.37K- 4.84% |
$31.3K - $32.6K
|
27K
$604K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
6.04K+ 3.2% |
$138K - $143K
|
195K
$4.36M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
126K+ 1272.03% |
$2.87M - $2.98M
|
136K
$3.04M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
16.9K+ 845.0% |
$386K - $401K
|
18.9K
$423K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-507K- 91.67% |
$11.6M - $12M
|
46.1K
$1.03M
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-233- 3.16% |
$5.32K - $5.53K
|
7.15K
$160K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.93K- 22.61% |
$66.8K - $69.5K
|
10K
$224K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
43.5K+ 3.09% |
$993K - $1.03M
|
1.45M
$32.5M
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.6K+ 19.78% |
$174K - $181K
|
46K
$1.03M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.08K- 7.55% |
$70.2K - $73.1K
|
37.6K
$843K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-29.8K- 5.96% |
$681K - $708K
|
470K
$10.5M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
278K+ 1592.73% |
$6.34M - $6.6M
|
295K
$6.61M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-70.5K- 7.22% |
$1.61M - $1.68M
|
907K
$20.3M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-27.4K- 16.64% |
$626K - $651K
|
137K
$3.08M
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1.31K- 6.31% |
$30K - $31.2K
|
19.5K
$436K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-404K- 25.69% |
$9.22M - $9.59M
|
1.17M
$26.2M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-32.5K- 46.62% |
$742K - $772K
|
37.2K
$834K
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
8.96K+ 2.56% |
$205K - $213K
|
359K
$8.04M
|