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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
1.3K+ 11.24% |
$30.4K - $31.5K
|
12.9K
$299K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.42K- 4.67% |
$33.2K - $34.4K
|
28.9K
$674K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-9.84K- 22.49% |
$230K - $239K
|
33.9K
$789K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-3.11K- 24.12% |
$72.7K - $75.3K
|
9.77K
$227K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
549New |
$12.9K - $13.3K
|
549
$12.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-36.6K- 2.99% |
$857K - $888K
|
1.19M
$27.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.89KNew |
$67.7K - $70.1K
|
2.89K
$67.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.18K+ 3.63% |
$27.7K - $28.7K
|
33.7K
$785K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-1.96K- 13.95% |
$45.9K - $47.5K
|
12.1K
$281K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-324- 1.72% |
$7.59K - $7.86K
|
18.6K
$432K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
454New |
$10.6K - $11K
|
454
$10.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.29K+ 63.18% |
$53.6K - $55.5K
|
5.91K
$138K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
8+ 0.76% |
$187 - $194
|
1.06K
$24.6K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
10.5KNew |
$246K - $254K
|
10.5K
$244K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
20KNew |
$473K - $485K
|
20K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8.39KNew |
$198K - $203K
|
8.39K
$195K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
22.1K+ 25.73% |
$520K - $534K
|
108K
$2.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-451- 95.15% |
$10.6K - $10.9K
|
23
$535
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
228KNew |
$5.36M - $5.51M
|
228K
$5.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.78K- 4.64% |
$41.9K - $43K
|
36.5K
$851K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
66+ 0.45% |
$1.56K - $1.6K
|
14.7K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
9.93KNew |
$234K - $240K
|
9.93K
$231K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.92K- 18.54% |
$45.2K - $46.3K
|
8.42K
$196K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.52KNew |
$83K - $85.1K
|
3.52K
$81.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
78New |
$1.84K - $1.89K
|
78
$1.82K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
9.25KNew |
$218K - $224K
|
9.25K
$215K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.9K+ 14.53% |
$845K - $868K
|
283K
$6.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.86K- 2.07% |
$138K - $142K
|
277K
$6.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
11.5KNew |
$270K - $278K
|
11.5K
$267K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-742- 1.16% |
$17.5K - $17.9K
|
63.4K
$1.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
40.8K+ 401.49% |
$962K - $988K
|
51K
$1.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
101New |
$2.38K - $2.44K
|
101
$2.35K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.09KNew |
$25.4K - $26.1K
|
1.09K
$25.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9+ 4.59% |
$210 - $216
|
205
$4.77K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
229New |
$5.34K - $5.49K
|
229
$5.33K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-6.09K- 78.92% |
$142K - $146K
|
1.63K
$37.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.1KNew |
$25.7K - $26.4K
|
1.1K
$25.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
30.8KNew |
$718K - $738K
|
30.8K
$717K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
242KNew |
$5.65M - $5.8M
|
242K
$5.63M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.85KNew |
$43.2K - $44.4K
|
1.85K
$43.1K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-200- 7.84% |
$4.67K - $4.79K
|
2.35K
$54.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$23.3 - $24
|
1
$23.3
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-7.6K- 35.22% |
$177K - $182K
|
14K
$325K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
16.7KNew |
$396K - $405K
|
16.7K
$388K
|
|
|
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
$4.17M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
46.5K+ 175.44% |
$1.1M - $1.13M
|
72.9K
$1.7M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.68KNew |
$39.8K - $40.7K
|
1.68K
$39K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.19K- 9.62% |
$51.9K - $53.1K
|
20.6K
$479K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
106+ 0.53% |
$2.52K - $2.57K
|
20K
$466K
|
|