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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
22.1K+ 7.18% |
$518K - $536K
|
330K
$7.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.64K+ 2.38% |
$38.5K - $39.8K
|
70.6K
$1.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.78K- 20.52% |
$41.6K - $43.1K
|
6.88K
$161K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.44K- 59.26% |
$80.5K - $83.3K
|
2.36K
$55.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-85- 0.64% |
$1.99K - $2.06K
|
13.1K
$307K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.8K- 73.03% |
$112K - $116K
|
1.77K
$41.5K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1K+ 10.48% |
$23.4K - $24.3K
|
10.5K
$247K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
2.42K+ 4.96% |
$56.8K - $58.8K
|
51.3K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
454New |
$10.6K - $11K
|
454
$10.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
19.9KNew |
$466K - $482K
|
19.9K
$466K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
654+ 0.56% |
$15.3K - $15.9K
|
118K
$2.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.06K+ 4.62% |
$95K - $98.4K
|
91.9K
$2.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
135K+ 21.59% |
$3.16M - $3.27M
|
760K
$17.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.37K- 13.56% |
$78.9K - $81.6K
|
21.5K
$503K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
13.7K+ 4.89% |
$320K - $331K
|
293K
$6.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-26K- 6.57% |
$609K - $630K
|
370K
$8.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
40.8K+ 65.82% |
$956K - $990K
|
103K
$2.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-120K- 56.15% |
$2.81M - $2.91M
|
93.6K
$2.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-23.1K- 9.37% |
$540K - $559K
|
223K
$5.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
4.78K+ 17.25% |
$112K - $116K
|
32.5K
$762K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.25K+ 79.56% |
$217K - $224K
|
20.9K
$489K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.29K+ 63.18% |
$53.6K - $55.5K
|
5.91K
$139K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
4.06K+ 22.86% |
$95K - $98.3K
|
21.8K
$511K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.24K+ 22.89% |
$52.4K - $54.3K
|
12K
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.88K- 4.94% |
$44K - $45.5K
|
36.1K
$847K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
712KNew |
$16.7M - $17.3M
|
712K
$16.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-910- 2.46% |
$21.3K - $22.1K
|
36.1K
$847K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.05K- 1.22% |
$24.6K - $25.5K
|
85.3K
$2M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.29K- 11.42% |
$53.7K - $55.6K
|
17.8K
$417K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.09K- 2.43% |
$25.4K - $26.3K
|
43.5K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
9.19KNew |
$215K - $223K
|
9.19K
$215K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
176K+ 6.98% |
$4.13M - $4.28M
|
2.7M
$63.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
42.8K+ 51.82% |
$1M - $1.04M
|
125K
$2.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
9.91KNew |
$232K - $240K
|
9.91K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
30.6K+ 4.22% |
$717K - $742K
|
755K
$17.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
3.17K+ 17.77% |
$74.2K - $76.8K
|
21K
$492K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
8+ 0.76% |
$187 - $194
|
1.06K
$24.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.08K- 2.88% |
$25.2K - $26.1K
|
36.3K
$852K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
10.5KNew |
$246K - $254K
|
10.5K
$246K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.08K- 37.54% |
$25.4K - $26.3K
|
1.8K
$42.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.88K- 1.15% |
$90.9K - $94.1K
|
333K
$7.8M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
43.2K+ 9.32% |
$1.02M - $1.05M
|
507K
$11.9M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-468- 3.31% |
$11K - $11.3K
|
13.7K
$321K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.27KNew |
$77K - $79K
|
3.27K
$76.6K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
30.4KNew |
$715K - $734K
|
30.4K
$712K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-1.7K- 8.84% |
$40K - $41.1K
|
17.5K
$411K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.47K- 6.52% |
$105K - $108K
|
64K
$1.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
60.8K+ 14.62% |
$1.43M - $1.47M
|
477K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.27K+ 16.74% |
$218K - $224K
|
64.6K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
95+ 0.33% |
$2.24K - $2.3K
|
28.5K
$668K
|
|