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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-200- 7.84% |
$4.67K - $4.79K
|
2.35K
$54.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$23.3 - $24
|
1
$23.3
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.8KNew |
$135K - $139K
|
5.8K
$135K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-250- 1.86% |
$5.83K - $5.99K
|
13.2K
$308K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
971+ 40.92% |
$22.7K - $23.3K
|
3.34K
$78K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-7.6K- 35.22% |
$177K - $182K
|
14K
$326K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.09K- 56.03% |
$25.4K - $26.1K
|
853
$19.9K
|
|
| Q1 2024 | |||||||
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-50- 3.7% |
$1.19K - $1.21K
|
1.3K
$30.3K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.41K+ 70.23% |
$105K - $107K
|
10.7K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
33KNew |
$783K - $801K
|
33K
$770K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
16.7KNew |
$396K - $405K
|
16.7K
$389K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
46.5K+ 175.44% |
$1.1M - $1.13M
|
72.9K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.13K- 9.34% |
$26.9K - $27.5K
|
11K
$256K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
27.1K+ 17.81% |
$643K - $658K
|
179K
$4.18M
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
11.6KNew |
$274K - $281K
|
11.6K
$270K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.68KNew |
$39.8K - $40.7K
|
1.68K
$39.1K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.33K- 8.74% |
$55.4K - $56.6K
|
24.3K
$568K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.75K- 23.48% |
$65.3K - $66.8K
|
8.96K
$209K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.19K- 9.62% |
$51.9K - $53.1K
|
20.6K
$480K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
106+ 0.53% |
$2.52K - $2.57K
|
20K
$467K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
9.31KNew |
$221K - $226K
|
9.31K
$217K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-795- 6.79% |
$18.9K - $19.3K
|
10.9K
$255K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.99KNew |
$237K - $243K
|
9.99K
$233K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
258New |
$6.12K - $6.26K
|
258
$6.02K
|
|
| Q4 2023 | |||||||
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.36K- 78.42% |
$29.5K - $33K
|
374
$8.73K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
124KNew |
$2.69M - $3.01M
|
124K
$2.89M
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-11.1KClosed |
$241K - $269K
|
0
$0
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
19New |
$413 - $461
|
19
$443
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
203KNew |
$4.41M - $4.92M
|
203K
$4.73M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
19.4KNew |
$422K - $470K
|
19.4K
$453K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
58.6KNew |
$1.27M - $1.42M
|
58.6K
$1.37M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$21.7 - $24.3
|
1
$23.3
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
195New |
$4.24K - $4.73K
|
195
$4.55K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
16KNew |
$347K - $388K
|
16K
$373K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
200New |
$4.35K - $4.85K
|
200
$4.67K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-708- 2.67% |
$15.4K - $17.2K
|
25.8K
$602K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-3.73K- 92.55% |
$81K - $90.4K
|
300
$7K
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-3.17K- 26.29% |
$68.9K - $76.9K
|
8.89K
$207K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
47.2KNew |
$1.03M - $1.15M
|
47.2K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
236New |
$5.13K - $5.72K
|
236
$5.51K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15.3K+ 438.44% |
$333K - $371K
|
18.8K
$439K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-16.7K- 59.0% |
$363K - $405K
|
11.6K
$271K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
638New |
$13.9K - $15.5K
|
638
$14.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-46- 6.17% |
$1K - $1.12K
|
700
$16.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-10.9K- 50.5% |
$237K - $264K
|
10.7K
$249K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
502New |
$10.9K - $12.2K
|
502
$11.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.75K- 5.61% |
$81.5K - $91K
|
63.2K
$1.47M
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
500+ 5.53% |
$10.9K - $12.1K
|
9.55K
$223K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.83KNew |
$39.8K - $44.4K
|
1.83K
$42.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.04K+ 203500.0% |
$44.2K - $49.3K
|
2.04K
$47.5K
|
|