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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-330K- 53.04% |
$7.54M - $7.84M
|
292K
$6.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.21K+ 5.28% |
$27.5K - $28.6K
|
24K
$546K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.37K+ 17.58% |
$99.7K - $104K
|
29.2K
$663K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
37+ 0.17% |
$845 - $879
|
21.5K
$489K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
998K+ 36.95% |
$22.8M - $23.7M
|
3.7M
$84.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.15KNew |
$94.6K - $98.4K
|
4.15K
$94.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
8.91KNew |
$203K - $212K
|
8.91K
$202K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.57K+ 2.9% |
$104K - $109K
|
162K
$3.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
15.7KNew |
$359K - $374K
|
15.7K
$358K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
27.1K+ 3.56% |
$618K - $643K
|
788K
$17.9M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
1.35K+ 6.19% |
$30.8K - $32.1K
|
23.1K
$526K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-33.2K- 95.66% |
$759K - $789K
|
1.51K
$34.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
72.1K+ 9.55% |
$1.65M - $1.71M
|
827K
$18.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-17.1K- 20.03% |
$390K - $406K
|
68.2K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
9+ 0.04% |
$205 - $214
|
21K
$477K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-14.2K- 82.56% |
$324K - $337K
|
3K
$68.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 44.59% |
$43.8K - $45.6K
|
6.22K
$141K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.18K+ 134.45% |
$72.5K - $75.5K
|
5.54K
$126K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-45- 0.25% |
$1.03K - $1.07K
|
17.7K
$403K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
73.3K+ 10.3% |
$1.67M - $1.74M
|
785K
$17.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-764- 1.75% |
$17.4K - $18.1K
|
42.8K
$972K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
902+ 9.81% |
$20.6K - $21.4K
|
10.1K
$229K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
8.35K+ 2.26% |
$191K - $198K
|
378K
$8.59M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-2.08K- 16.73% |
$47.5K - $49.4K
|
10.4K
$235K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.55K- 1.97% |
$150K - $156K
|
326K
$7.41M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
402+ 3.35% |
$9.18K - $9.55K
|
12.4K
$282K
|
|
| Q4 2024 | |||||||
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.11K+ 8.12% |
$26K - $27K
|
14.8K
$336K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
10.4KNew |
$244K - $253K
|
10.4K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
3.58K+ 20.98% |
$83.9K - $86.9K
|
20.7K
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
55.4K+ 42.6% |
$1.3M - $1.34M
|
185K
$4.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
2.5KNew |
$58.6K - $60.6K
|
2.5K
$56.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
54.9KNew |
$1.29M - $1.33M
|
54.9K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-11.8K- 44.62% |
$276K - $286K
|
14.6K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
15KNew |
$351K - $364K
|
15K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.7KNew |
$297K - $308K
|
12.7K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
16.2KNew |
$379K - $393K
|
16.2K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.93KNew |
$233K - $241K
|
9.93K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12+ 0.79% |
$281 - $291
|
1.54K
$34.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
17.1KNew |
$401K - $415K
|
17.1K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
22.8KNew |
$535K - $554K
|
22.8K
$519K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-177- 72.24% |
$4.15K - $4.29K
|
68
$1.54K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
8.74KNew |
$205K - $212K
|
8.74K
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
13.2KNew |
$309K - $320K
|
13.2K
$300K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.2KNew |
$239K - $247K
|
10.2K
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
10.7KNew |
$251K - $260K
|
10.7K
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.8K- 14.38% |
$439K - $455K
|
112K
$2.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.6K- 52.98% |
$271K - $281K
|
10.3K
$234K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-110K- 72.84% |
$2.57M - $2.66M
|
40.9K
$929K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
349KNew |
$8.18M - $8.47M
|
349K
$7.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.76% |
$117 - $121
|
660
$15K
|
|