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 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
16.1K+ 25.54% |
$368K - $383K
|
79.3K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.8KNew |
$497K - $517K
|
21.8K
$494K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.02K- 68.0% |
$23.3K - $24.2K
|
480
$10.9K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-5.84K- 10.69% |
$133K - $139K
|
48.8K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-650- 8.67% |
$14.8K - $15.4K
|
6.84K
$155K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
120K+ 13.85% |
$2.74M - $2.85M
|
985K
$22.4M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.38K+ 14.84% |
$31.5K - $32.8K
|
10.7K
$242K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1K+ 10.75% |
$22.8K - $23.8K
|
10.3K
$234K
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
166+ 1.73% |
$3.79K - $3.94K
|
9.74K
$221K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-6K- 92.31% |
$137K - $143K
|
500
$11.4K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.5KNew |
$239K - $248K
|
10.5K
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
129K+ 22.83% |
$2.94M - $3.06M
|
693K
$15.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.7KNew |
$314K - $326K
|
13.7K
$312K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-77- 1.04% |
$1.76K - $1.83K
|
7.36K
$167K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-53.3K- 10.48% |
$1.22M - $1.26M
|
455K
$10.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.05K- 1.74% |
$46.8K - $48.6K
|
116K
$2.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.17K+ 9.36% |
$95.2K - $99.1K
|
48.7K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.56K+ 88.14% |
$35.6K - $37.1K
|
3.33K
$75.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-8.12K- 1.75% |
$185K - $193K
|
455K
$10.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
5.4KNew |
$123K - $128K
|
5.4K
$123K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
281+ 3.06% |
$6.42K - $6.67K
|
9.46K
$215K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-930K- 36.5% |
$21.2M - $22.1M
|
1.62M
$36.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
844+ 1.07% |
$19.3K - $20K
|
79.8K
$1.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-835- 0.79% |
$19.1K - $19.8K
|
105K
$2.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
160New |
$3.65K - $3.8K
|
160
$3.64K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
893+ 66.69% |
$20.4K - $21.2K
|
2.23K
$50.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
30.3KNew |
$692K - $719K
|
30.3K
$688K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.8KNew |
$316K - $329K
|
13.8K
$314K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-163- 1.82% |
$3.72K - $3.87K
|
8.81K
$200K
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
85.5KNew |
$1.95M - $2.03M
|
85.5K
$1.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.99K+ 52.96% |
$182K - $190K
|
23.1K
$524K
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
15.3KNew |
$350K - $364K
|
15.3K
$348K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20+ 0.1% |
$457 - $475
|
20.7K
$470K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-802- 49.97% |
$18.3K - $19K
|
803
$18.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
20.2KNew |
$462K - $480K
|
20.2K
$460K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-990- 3.19% |
$22.6K - $23.5K
|
30K
$682K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.29K+ 3.24% |
$52.3K - $54.4K
|
72.9K
$1.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
32.7K+ 59.81% |
$747K - $777K
|
87.4K
$1.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
9+ 0.04% |
$205 - $214
|
21K
$477K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.57KNew |
$58.7K - $61K
|
2.57K
$58.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
7.48K+ 37.59% |
$171K - $178K
|
27.4K
$622K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.02K+ 36.22% |
$91.8K - $95.5K
|
15.1K
$344K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-787- 2.18% |
$18K - $18.7K
|
35.3K
$803K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.05K+ 3.14% |
$69.7K - $72.5K
|
100K
$2.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.39KNew |
$54.5K - $56.7K
|
2.39K
$54.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.9K- 54.33% |
$248K - $258K
|
9.12K
$207K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
3.3K+ 18.77% |
$75.3K - $78.4K
|
20.9K
$474K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
62+ 18.34% |
$1.42K - $1.47K
|
400
$9.09K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
29.6K+ 10.12% |
$677K - $704K
|
322K
$7.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.73K+ 2.57% |
$131K - $136K
|
229K
$5.2M
|