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 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-10.2K- 2.71% |
$233K - $242K
|
367K
$8.22M
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.32K- 6.37% |
$167K - $174K
|
108K
$2.41M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
185K+ 9.03% |
$4.22M - $4.39M
|
2.23M
$50M
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
15.3KNew |
$349K - $363K
|
15.3K
$342K
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
28.3K+ 13.41% |
$646K - $672K
|
239K
$5.36M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1KNew |
$22.8K - $23.8K
|
1K
$22.4K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
837New |
$19.1K - $19.9K
|
837
$18.7K
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-70.7K- 34.37% |
$1.61M - $1.68M
|
135K
$3.02M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.4K+ 5.74% |
$54.7K - $57K
|
44.2K
$990K
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
543+ 7.89% |
$12.4K - $12.9K
|
7.43K
$166K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.63K+ 19.06% |
$60K - $62.4K
|
16.4K
$368K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-157K- 26.17% |
$3.57M - $3.72M
|
442K
$9.89M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
26.2K+ 8.36% |
$597K - $622K
|
339K
$7.6M
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-5.84K- 10.69% |
$133K - $139K
|
48.8K
$1.09M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.02K- 68.0% |
$23.3K - $24.2K
|
480
$10.8K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.8KNew |
$497K - $517K
|
21.8K
$487K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
16.1K+ 25.54% |
$368K - $383K
|
79.3K
$1.78M
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.38K+ 14.84% |
$31.5K - $32.8K
|
10.7K
$239K
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
120K+ 13.85% |
$2.74M - $2.85M
|
985K
$22.1M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-650- 8.67% |
$14.8K - $15.4K
|
6.84K
$153K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.5KNew |
$239K - $248K
|
10.5K
$234K
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-6K- 92.31% |
$137K - $143K
|
500
$11.2K
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
166+ 1.73% |
$3.79K - $3.94K
|
9.74K
$218K
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1K+ 10.75% |
$22.8K - $23.8K
|
10.3K
$231K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
129K+ 22.83% |
$2.94M - $3.06M
|
693K
$15.5M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.7KNew |
$314K - $326K
|
13.7K
$308K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-77- 1.04% |
$1.76K - $1.83K
|
7.36K
$165K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-53.3K- 10.48% |
$1.22M - $1.26M
|
455K
$10.2M
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.05K- 1.74% |
$46.8K - $48.6K
|
116K
$2.59M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.17K+ 9.36% |
$95.2K - $99.1K
|
48.7K
$1.09M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.56K+ 88.14% |
$35.6K - $37.1K
|
3.33K
$74.6K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-8.12K- 1.75% |
$185K - $193K
|
455K
$10.2M
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
5.4KNew |
$123K - $128K
|
5.4K
$121K
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
281+ 3.06% |
$6.42K - $6.67K
|
9.46K
$212K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-930K- 36.5% |
$21.2M - $22.1M
|
1.62M
$36.2M
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
844+ 1.07% |
$19.3K - $20K
|
79.8K
$1.79M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-835- 0.79% |
$19.1K - $19.8K
|
105K
$2.36M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
160New |
$3.65K - $3.8K
|
160
$3.58K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
893+ 66.69% |
$20.4K - $21.2K
|
2.23K
$50K
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
30.3KNew |
$692K - $719K
|
30.3K
$679K
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.8KNew |
$316K - $329K
|
13.8K
$310K
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-163- 1.82% |
$3.72K - $3.87K
|
8.81K
$197K
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
85.5KNew |
$1.95M - $2.03M
|
85.5K
$1.91M
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.99K+ 52.96% |
$182K - $190K
|
23.1K
$517K
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
15.3KNew |
$350K - $364K
|
15.3K
$344K
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20+ 0.1% |
$457 - $475
|
20.7K
$463K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-802- 49.97% |
$18.3K - $19K
|
803
$18K
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
20.2KNew |
$462K - $480K
|
20.2K
$453K
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.57KNew |
$58.7K - $61K
|
2.57K
$57.6K
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
9+ 0.04% |
$205 - $214
|
21K
$471K
|