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 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-612Closed |
$16.1K - $16.4K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-18.4KClosed |
$483K - $492K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Sound Income Strategies, LLC
|
BUY
|
- |
281New |
$7.38K - $7.51K
|
281
$6.59K
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-19.1KClosed |
$499K - $513K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-292Closed |
$7.63K - $7.84K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-229Closed |
$5.98K - $6.15K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-8.96KClosed |
$234K - $240K
|
0
$0
|
|
|
Oct 03, 2019
Q3 2019
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2KNew |
$52.2K - $53.7K
|
2K
$46.9K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-10.7KClosed |
$273K - $280K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.12KClosed |
$28.7K - $29.4K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
13KNew |
$333K - $341K
|
13K
$306K
|
|
|
Aug 07, 2019
Q2 2019
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-16.9KClosed |
$431K - $442K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Pictet North America Advisors Sa
|
SELL
|
- |
-16.9KClosed |
$431K - $442K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.5KClosed |
$38.3K - $39.2K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-1.9KClosed |
$48.6K - $49.8K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.75KClosed |
$70.1K - $71.8K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-1.54KClosed |
$39.2K - $40.2K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-5.54KClosed |
$138K - $142K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-11KClosed |
$275K - $283K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-992Closed |
$24.7K - $25.5K
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-362Closed |
$9.01K - $9.3K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4KClosed |
$97.5K - $100K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-77.3KClosed |
$1.88M - $1.93M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-30KClosed |
$732K - $750K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-408Closed |
$9.95K - $10.2K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-15KClosed |
$366K - $375K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
59.3KNew |
$1.47M - $1.5M
|
59.3K
$1.39M
|
|
|
Nov 14, 2018
Q3 2018
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-354Closed |
$8.74K - $8.96K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.92KClosed |
$146K - $150K
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Sandy Spring Bank
|
SELL
|
- |
-4.84KClosed |
$119K - $122K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.93KClosed |
$97K - $99.4K
|
0
$0
|
|
|
Oct 19, 2018
Q3 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-186KClosed |
$4.6M - $4.72M
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$24.9 - $25.3
|
1
$23.4
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-144KClosed |
$3.59M - $3.65M
|
0
$0
|
|
|
Jul 12, 2018
Q2 2018
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50New |
$1.24K - $1.26K
|
50
$1.17K
|
|