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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.14K- 18.44% |
$48.9K - $53.4K
|
9.47K
$221K
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-23.2KClosed |
$531K - $579K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
60K+ 98.65% |
$1.37M - $1.5M
|
121K
$2.82M
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.2KClosed |
$50.2K - $54.8K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-323- 83.03% |
$7.38K - $8.05K
|
66
$1.54K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-72.6KClosed |
$1.66M - $1.81M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-2.65K- 5.05% |
$60.6K - $66.1K
|
49.8K
$1.16M
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-16.5K- 27.24% |
$377K - $411K
|
44.1K
$1.03M
|
|
Aug 04, 2022
Q2 2022
|
Robinson Capital Management, LLC
|
SELL
|
- |
-258- 56.33% |
$5.89K - $6.43K
|
200
$4.67K
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.08KClosed |
$24.6K - $26.8K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-17.3KClosed |
$394K - $430K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-10K- 58.67% |
$229K - $250K
|
7.06K
$165K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
400New |
$9.14K - $9.97K
|
400
$9.34K
|
|
Jul 29, 2022
Q2 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-33.7KClosed |
$770K - $840K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-2.3K- 19.56% |
$52.6K - $57.4K
|
9.47K
$221K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
26.5KNew |
$605K - $660K
|
26.5K
$618K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
140New |
$3.2K - $3.49K
|
140
$3.27K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
6.73KNew |
$154K - $168K
|
6.73K
$157K
|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-23.1KClosed |
$528K - $576K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-8.17KClosed |
$187K - $204K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-97Closed |
$2.22K - $2.42K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1KClosed |
$22.9K - $25K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.15KClosed |
$26.3K - $28.7K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-2.14KClosed |
$48.9K - $53.4K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-69.5KClosed |
$1.59M - $1.73M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
SELL
|
- |
-6.49KClosed |
$148K - $162K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.01KClosed |
$23K - $25.1K
|
0
$0
|
|
Q1 2022 | |||||||
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-30.5KClosed |
$756K - $825K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.38KNew |
$183K - $200K
|
7.38K
$172K
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-9.75KClosed |
$242K - $264K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.55KClosed |
$187K - $204K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.51KClosed |
$211K - $230K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.5KClosed |
$285K - $311K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-1.39KClosed |
$34.6K - $37.7K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.43KClosed |
$184K - $201K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-13.6KClosed |
$336K - $367K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-39.7KClosed |
$983K - $1.07M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-7.61KClosed |
$189K - $206K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-26KClosed |
$645K - $704K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-7.61KClosed |
$189K - $206K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-18.6KClosed |
$461K - $503K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-7.42KClosed |
$184K - $201K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-839Closed |
$20.8K - $22.7K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.91KClosed |
$72.1K - $78.7K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-3KClosed |
$74.4K - $81.2K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-134KClosed |
$3.32M - $3.62M
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-7.52KClosed |
$186K - $203K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1.69KNew |
$42K - $45.8K
|
1.69K
$39.5K
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-12.4KClosed |
$308K - $336K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-8.14KClosed |
$202K - $220K
|
0
$0
|