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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
228KNew |
$5.36M - $5.51M
|
228K
$5.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-309- 0.78% |
$7.28K - $7.47K
|
39.2K
$919K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-910- 5.99% |
$21.4K - $22K
|
14.3K
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.5K+ 1.98% |
$366K - $375K
|
801K
$18.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-971- 2.9% |
$22.9K - $23.5K
|
32.5K
$762K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
66+ 0.45% |
$1.56K - $1.6K
|
14.7K
$345K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.66K+ 9.29% |
$62.7K - $64.4K
|
31.3K
$734K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.78K- 4.64% |
$41.9K - $43K
|
36.5K
$856K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
9.93KNew |
$234K - $240K
|
9.93K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.42K+ 3.84% |
$57K - $58.5K
|
65.4K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.8KNew |
$585K - $601K
|
24.8K
$582K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.2K- 33.9% |
$264K - $271K
|
21.9K
$512K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.9K+ 191.51% |
$776K - $797K
|
50.1K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
15.2K+ 7.75% |
$359K - $368K
|
212K
$4.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
19.2KNew |
$452K - $464K
|
19.2K
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
26.4KNew |
$622K - $638K
|
26.4K
$619K
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-49.6K- 3.9% |
$1.17M - $1.2M
|
1.22M
$28.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.25K+ 13.44% |
$29.5K - $30.2K
|
10.6K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.11K- 8.96% |
$26.1K - $26.8K
|
11.3K
$264K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
17.6KNew |
$415K - $426K
|
17.6K
$413K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.07K- 2.63% |
$214K - $219K
|
335K
$7.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.52KNew |
$83K - $85.1K
|
3.52K
$82.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-944- 99.89% |
$22.3K - $22.8K
|
1
$23.4
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.92K- 18.54% |
$45.2K - $46.3K
|
8.42K
$197K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
153+ 1.62% |
$3.61K - $3.7K
|
9.59K
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96.7K+ 6.52% |
$2.28M - $2.34M
|
1.58M
$37M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
13.7K+ 9.99% |
$322K - $331K
|
151K
$3.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-950K- 59.68% |
$22.4M - $23M
|
642K
$15M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
92+ 0.74% |
$2.17K - $2.23K
|
12.5K
$292K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
25K+ 14.91% |
$590K - $605K
|
193K
$4.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-346- 6.53% |
$8.16K - $8.37K
|
4.95K
$116K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-31.4K- 19.39% |
$740K - $759K
|
130K
$3.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
144+ 0.78% |
$3.39K - $3.48K
|
18.5K
$433K
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-13- 0.07% |
$306 - $314
|
17.8K
$418K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-128- 1.23% |
$3.02K - $3.1K
|
10.3K
$241K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
89+ 0.53% |
$2.1K - $2.15K
|
16.8K
$394K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
72.7K+ 3.55% |
$1.71M - $1.76M
|
2.12M
$49.7M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.67K- 2.89% |
$86.5K - $88.8K
|
123K
$2.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.1K+ 17.68% |
$120K - $123K
|
34K
$796K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
19+ 0.09% |
$448 - $460
|
21.8K
$510K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
31+ 0.32% |
$731 - $750
|
9.57K
$224K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.29K- 6.72% |
$30.3K - $31.1K
|
17.8K
$418K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.86K+ 3.58% |
$43.9K - $45.1K
|
53.9K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-7.2K- 4.15% |
$170K - $174K
|
166K
$3.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-598- 6.63% |
$14.1K - $14.5K
|
8.43K
$198K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
355+ 1.09% |
$8.37K - $8.59K
|
32.9K
$771K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.31% |
$47.1 - $48.4
|
655
$15.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-12.7K- 3.83% |
$298K - $306K
|
318K
$7.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
56.1KNew |
$1.32M - $1.36M
|
56.1K
$1.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12+ 0.79% |
$283 - $290
|
1.52K
$35.7K
|