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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.86K+ 3.58% |
$43.9K - $45.1K
|
53.9K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
101K+ 13.45% |
$2.38M - $2.44M
|
852K
$20.2M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.29K- 6.72% |
$30.3K - $31.1K
|
17.8K
$423K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-7.2K- 4.15% |
$170K - $174K
|
166K
$3.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
355+ 1.09% |
$8.37K - $8.59K
|
32.9K
$780K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.31% |
$47.1 - $48.4
|
655
$15.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-12.7K- 3.83% |
$298K - $306K
|
318K
$7.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-598- 6.63% |
$14.1K - $14.5K
|
8.43K
$200K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
56.1KNew |
$1.32M - $1.36M
|
56.1K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12+ 0.79% |
$283 - $290
|
1.52K
$36.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.37K+ 27.14% |
$79.5K - $81.6K
|
15.8K
$375K
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-21.8K- 6.08% |
$514K - $528K
|
337K
$7.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-26K- 35.88% |
$612K - $628K
|
46.4K
$1.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.68K+ 16.25% |
$86.6K - $88.9K
|
26.3K
$623K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
236+ 3.73% |
$5.56K - $5.71K
|
6.57K
$156K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-3.21K- 27.24% |
$75.7K - $77.7K
|
8.58K
$203K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-4.79K- 27.97% |
$113K - $116K
|
12.3K
$292K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.45K- 10.07% |
$34.2K - $35.1K
|
12.9K
$307K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.27K+ 5.9% |
$53.5K - $54.9K
|
40.8K
$966K
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.81K+ 3.2% |
$42.6K - $43.7K
|
58.2K
$1.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-843- 3.86% |
$19.9K - $20.4K
|
21K
$498K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.83K- 13.61% |
$43.2K - $44.3K
|
11.6K
$276K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.18K+ 7888.68% |
$98.5K - $101K
|
4.23K
$100K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.4K+ 25.02% |
$246K - $252K
|
52.1K
$1.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.41K+ 19.03% |
$222K - $228K
|
58.9K
$1.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.48K- 13.85% |
$34.8K - $35.7K
|
9.18K
$218K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-5.94K- 6.33% |
$140K - $144K
|
87.9K
$2.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
43.4K+ 13.49% |
$1.02M - $1.05M
|
365K
$8.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.9KNew |
$257K - $264K
|
10.9K
$258K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
60+ 0.19% |
$1.41K - $1.45K
|
31K
$734K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.24K- 4.29% |
$124K - $127K
|
117K
$2.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
78New |
$1.84K - $1.89K
|
78
$1.85K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.85K+ 27.12% |
$43.6K - $44.7K
|
8.66K
$205K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
6KNew |
$141K - $145K
|
6K
$142K
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-11.2K- 20.08% |
$263K - $270K
|
44.4K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
154K+ 23.05% |
$3.64M - $3.73M
|
824K
$19.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.76K+ 24.48% |
$41.5K - $42.6K
|
8.96K
$212K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2.78K+ 0.57% |
$65.6K - $67.3K
|
489K
$11.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
321+ 0.18% |
$7.57K - $7.76K
|
179K
$4.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-13- 0.07% |
$306 - $314
|
17.8K
$423K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-10.7K- 3.36% |
$252K - $259K
|
308K
$7.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
9+ 0.87% |
$212 - $218
|
1.05K
$24.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
9.25KNew |
$218K - $224K
|
9.25K
$219K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
19.3K+ 41.1% |
$455K - $467K
|
66.3K
$1.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-36.6K- 11.58% |
$862K - $884K
|
279K
$6.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-26K- 9.57% |
$614K - $630K
|
246K
$5.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
10.8K+ 32.6% |
$253K - $260K
|
43.7K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.82K+ 10.91% |
$232K - $238K
|
99.9K
$2.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.86K- 2.07% |
$138K - $142K
|
277K
$6.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.9K+ 14.53% |
$845K - $868K
|
283K
$6.7M
|