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 |
---|---|---|---|---|---|---|---|
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
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
709+ 2.83% |
$16.2K - $16.8K
|
25.8K
$577K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-29.8K- 5.96% |
$681K - $708K
|
470K
$10.5M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.34KClosed |
$76.3K - $79.4K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.53K+ 1.94% |
$57.9K - $60.2K
|
133K
$2.98M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10+ 0.05% |
$228 - $238
|
22K
$494K
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-36.8K- 40.06% |
$841K - $875K
|
55.1K
$1.23M
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.89K+ 14.07% |
$134K - $140K
|
47.7K
$1.07M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
902K+ 240.98% |
$20.6M - $21.4M
|
1.28M
$28.6M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-281K- 39.73% |
$6.41M - $6.67M
|
426K
$9.54M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.3K- 1.11% |
$29.7K - $30.9K
|
116K
$2.6M
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.45K+ 5.91% |
$33.1K - $34.5K
|
26K
$583K
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
82.3K+ 21.62% |
$1.88M - $1.95M
|
463K
$10.4M
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
32.9K+ 32.01% |
$752K - $782K
|
136K
$3.04M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.5K+ 2.04% |
$971K - $1.01M
|
2.12M
$47.6M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.54% |
$1.05K - $1.09K
|
8.59K
$192K
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-886- 7.1% |
$20.2K - $21K
|
11.6K
$260K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-62.3K- 9.71% |
$1.42M - $1.48M
|
579K
$13M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
53.1K+ 1.84% |
$1.21M - $1.26M
|
2.94M
$66M
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$22.8 - $23.8
|
1
$22.4
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43.3K+ 6.0% |
$989K - $1.03M
|
765K
$17.1M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.49K- 19.47% |
$34K - $35.4K
|
6.16K
$138K
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.89K- 3.25% |
$157K - $164K
|
205K
$4.59M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-433- 1.45% |
$9.89K - $10.3K
|
29.5K
$661K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
458K+ 88.73% |
$10.4M - $10.9M
|
973K
$21.8M
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-14.2K- 3.6% |
$324K - $337K
|
380K
$8.5M
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-280- 2.41% |
$6.39K - $6.65K
|
11.3K
$254K
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
10.7K+ 20.8% |
$244K - $254K
|
62K
$1.39M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.67K- 11.89% |
$60.8K - $63.3K
|
19.8K
$443K
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
18.3K+ 51.71% |
$418K - $435K
|
53.7K
$1.2M
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-9.03K- 20.65% |
$206K - $215K
|
34.7K
$778K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.21K- 29.48% |
$96.1K - $100K
|
10.1K
$226K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.2K- 6.71% |
$141K - $147K
|
86.2K
$1.93M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
31.2K+ 9.43% |
$713K - $742K
|
363K
$8.12M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
297+ 2.68% |
$6.78K - $7.05K
|
11.4K
$255K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
502K+ 3380.43% |
$11.5M - $11.9M
|
517K
$11.6M
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.8K- 14.23% |
$63.9K - $66.5K
|
16.9K
$378K
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.82K+ 4.57% |
$64.4K - $67K
|
64.5K
$1.45M
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
4.64KNew |
$106K - $110K
|
4.64K
$104K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.85KNew |
$65.1K - $67.7K
|
2.85K
$63.9K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4.95K- 50.0% |
$113K - $118K
|
4.95K
$111K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11.9K+ 32.74% |
$272K - $283K
|
48.3K
$1.08M
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
69.6KNew |
$1.59M - $1.65M
|
69.6K
$1.56M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.79K- 31.36% |
$63.7K - $66.3K
|
6.11K
$137K
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
84+ 0.67% |
$1.92K - $2K
|
12.6K
$283K
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
13.7K+ 23.27% |
$314K - $326K
|
72.8K
$1.63M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4K- 37.43% |
$91.3K - $95K
|
6.69K
$150K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-8.03K- 27.93% |
$183K - $191K
|
20.7K
$464K
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
172+ 0.41% |
$3.93K - $4.09K
|
42.3K
$947K
|