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 |
---|---|---|---|---|---|---|---|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
23.4KNew |
$629K - $644K
|
23.4K
$555K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
328New |
$8.81K - $9.02K
|
328
$7.77K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.91KNew |
$78.1K - $80K
|
2.91K
$68.9K
|
|
Oct 14, 2021
Q3 2021
|
Riverview Trust CO
|
BUY
|
- |
2.22KNew |
$59.6K - $61.1K
|
2.22K
$52.6K
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-517Closed |
$13.9K - $14.2K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-3.36KClosed |
$90.2K - $92.3K
|
0
$0
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
BUY
|
- |
16.6KNew |
$446K - $457K
|
16.6K
$393K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.84KClosed |
$103K - $105K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-2.08KClosed |
$55.7K - $57K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1KClosed |
$26.8K - $27.4K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
17New |
$456 - $466
|
17
$403
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
SELL
|
- |
-7.93KClosed |
$212K - $217K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
SELL
|
- |
-1.25KClosed |
$33.5K - $34.3K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-16.7KClosed |
$448K - $459K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-499Closed |
$13.4K - $13.7K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-9.8KClosed |
$263K - $269K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-500Closed |
$13.4K - $13.7K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
17.7KNew |
$473K - $484K
|
17.7K
$419K
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
2.42KNew |
$64.9K - $66.4K
|
2.42K
$57.4K
|
|
Q1 2021 | |||||||
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-20.3KClosed |
$540K - $556K
|
0
$0
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-21.7KClosed |
$576K - $594K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Renasant Bank
|
SELL
|
- |
-13.6KClosed |
$362K - $373K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-11KClosed |
$293K - $302K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.7KClosed |
$98.1K - $101K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Hardy Reed LLC
|
SELL
|
- |
-13.6KClosed |
$362K - $373K
|
0
$0
|
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
BUY
|
- |
2.4KNew |
$63.9K - $65.8K
|
2.4K
$57K
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Mackay Shields LLC
|
SELL
|
- |
-5.5MClosed |
$145M - $149M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-84Closed |
$2.21K - $2.28K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.62KClosed |
$68.9K - $71.1K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.25KClosed |
$243K - $251K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-600Closed |
$15.8K - $16.3K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-7.36MClosed |
$194M - $200M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-650Closed |
$17.1K - $17.7K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
F Dx Advisors, Inc.
|
SELL
|
- |
-10.6KClosed |
$279K - $288K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-652Closed |
$17.1K - $17.7K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-9.62KClosed |
$253K - $261K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-43.5KClosed |
$1.14M - $1.18M
|
0
$0
|
|
Q3 2020 | |||||||
May 17, 2021
Q3 2020
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-9.01KClosed |
$239K - $245K
|
0
$0
|
|
Nov 18, 2020
Q3 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-583Closed |
$15.5K - $15.8K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-495Closed |
$13.1K - $13.5K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-6.23KClosed |
$165K - $169K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-860Closed |
$22.8K - $23.4K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-696Closed |
$18.5K - $18.9K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-1.35KClosed |
$35.8K - $36.7K
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-202Closed |
$5.36K - $5.49K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.91K+ 5.12% |
$47.4K - $50.8K
|
39.2K
$929K
|
|
Jan 13, 2023
Q2 2020
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1K- 3.35% |
$24.8K - $26.6K
|
28.8K
$683K
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-881Closed |
$21.9K - $23.4K
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-8.98KClosed |
$223K - $239K
|
0
$0
|