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 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
441New |
$9.57K - $10.4K
|
441
$10K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.37KNew |
$29.7K - $32.2K
|
1.37K
$31.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
597New |
$12.9K - $14.1K
|
597
$13.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
161+ 100.0% |
$3.49K - $3.79K
|
322
$7.32K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.62K+ 123.17% |
$100K - $109K
|
8.36K
$190K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
419New |
$9.09K - $9.87K
|
419
$9.52K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
1.57K+ 19.03% |
$34.1K - $37K
|
9.82K
$223K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-203K- 84.78% |
$4.39M - $4.77M
|
36.4K
$826K
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
1.59KNew |
$34.5K - $37.4K
|
1.59K
$36.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
12.3KNew |
$266K - $289K
|
12.3K
$279K
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-758- 4.57% |
$16.4K - $17.9K
|
15.8K
$359K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
619New |
$13.4K - $14.6K
|
619
$14.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-58.5K- 80.66% |
$1.27M - $1.38M
|
14K
$319K
|
|
| Q3 2022 | |||||||
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
44+ 0.61% |
$972 - $1.07K
|
7.26K
$165K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
295New |
$6.51K - $7.16K
|
295
$6.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
80New |
$1.77K - $1.94K
|
80
$1.82K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5.92K- 73.73% |
$131K - $144K
|
2.11K
$47.9K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
677New |
$14.9K - $16.4K
|
677
$15.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.77K- 13.53% |
$39.1K - $43K
|
11.3K
$258K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-45.6K- 38.22% |
$1.01M - $1.11M
|
73.7K
$1.67M
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
266+ 20.27% |
$5.87K - $6.46K
|
1.58K
$35.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-11.4KClosed |
$252K - $277K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
27.8KNew |
$614K - $675K
|
27.8K
$632K
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
9.99KNew |
$221K - $243K
|
9.99K
$227K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
700+ 5.88% |
$15.5K - $17K
|
12.6K
$286K
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
22.1KNew |
$489K - $537K
|
22.1K
$503K
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-3.37K- 17.0% |
$74.3K - $81.7K
|
16.4K
$373K
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-2.4K- 70.59% |
$53K - $58.3K
|
1K
$22.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-11.2K- 43.95% |
$248K - $273K
|
14.3K
$326K
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.78K- 14.7% |
$39.3K - $43.2K
|
10.3K
$234K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
10+ 0.88% |
$221 - $243
|
1.14K
$25.9K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.63KClosed |
$82.9K - $90.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-11.8KClosed |
$270K - $294K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.48K- 38.99% |
$148K - $161K
|
10.1K
$230K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18+ 0.18% |
$411 - $449
|
9.98K
$227K
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25.3KClosed |
$577K - $629K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-148Closed |
$3.38K - $3.69K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.1KNew |
$25.1K - $27.4K
|
1.1K
$25K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10.2KNew |
$233K - $254K
|
10.2K
$232K
|
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
22.7KNew |
$518K - $565K
|
22.7K
$515K
|
|
|
Aug 12, 2022
Q2 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-529K- 86.56% |
$12.1M - $13.2M
|
82.2K
$1.87M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
10.6KNew |
$242K - $265K
|
10.6K
$241K
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.14K- 18.44% |
$48.9K - $53.4K
|
9.47K
$215K
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
8.82KNew |
$201K - $220K
|
8.82K
$200K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.48KNew |
$194K - $211K
|
8.48K
$193K
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.2KClosed |
$50.2K - $54.8K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
60K+ 98.65% |
$1.37M - $1.5M
|
121K
$2.75M
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-23.2KClosed |
$531K - $579K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-72.6KClosed |
$1.66M - $1.81M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-323- 83.03% |
$7.38K - $8.05K
|
66
$1.5K
|
|