Latest Institutional Purchases of Invesco ETF Tr Ii Natl Amt Fre (PZA)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Natl Amt Fre (PZA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3.41KNew |
$75.4K - $81.3K
|
3.41K
$76.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.63KNew |
$36K - $38.8K
|
1.63K
$36.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
820New |
$18.1K - $19.5K
|
820
$18.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
399New |
$8.82K - $9.51K
|
399
$8.94K
|
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
178+ 0.75% |
$3.94K - $4.24K
|
23.8K
$534K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
102New |
$2.26K - $2.43K
|
102
$2.28K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
38New |
$840 - $906
|
38
$851
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
193K+ 109.44% |
$4.44M - $4.65M
|
369K
$8.26M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
50KNew |
$1.15M - $1.21M
|
50K
$1.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
26.5KNew |
$609K - $638K
|
26.5K
$593K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
12KNew |
$275K - $288K
|
12K
$268K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.34KNew |
$30.9K - $32.4K
|
1.34K
$30.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
599New |
$13.8K - $14.4K
|
599
$13.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
544+ 0.28% |
$12.5K - $13.1K
|
195K
$4.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
400New |
$9.21K - $9.64K
|
400
$8.96K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
54New |
$1.24K - $1.3K
|
54
$1.21K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
66.8KNew |
$1.53M - $1.61M
|
66.8K
$1.5M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
52.5KNew |
$1.2M - $1.26M
|
52.5K
$1.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
25.4K+ 274.46% |
$582K - $611K
|
34.6K
$775K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.34KNew |
$214K - $225K
|
9.34K
$209K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
8.92KNew |
$205K - $215K
|
8.92K
$200K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.61KNew |
$82.8K - $86.8K
|
3.61K
$80.8K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
3K+ 3.35% |
$68.8K - $72.2K
|
92.3K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.55K+ 11.38% |
$35.6K - $37.3K
|
15.2K
$340K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.54KNew |
$35.2K - $37K
|
1.54K
$34.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
128New |
$2.94K - $3.08K
|
128
$2.87K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
12.3KNew |
$266K - $289K
|
12.3K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
8.57KNew |
$186K - $202K
|
8.57K
$192K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.62K+ 123.17% |
$100K - $109K
|
8.36K
$187K
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
1.59KNew |
$34.5K - $37.4K
|
1.59K
$35.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
1.57K+ 19.03% |
$34.1K - $37K
|
9.82K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.37KNew |
$29.7K - $32.2K
|
1.37K
$30.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
619New |
$13.4K - $14.6K
|
619
$13.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
597New |
$12.9K - $14.1K
|
597
$13.4K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
441New |
$9.57K - $10.4K
|
441
$9.88K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
419New |
$9.09K - $9.87K
|
419
$9.39K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
161+ 100.0% |
$3.49K - $3.79K
|
322
$7.21K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
27.8KNew |
$614K - $675K
|
27.8K
$623K
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
22.1KNew |
$489K - $537K
|
22.1K
$496K
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
9.99KNew |
$221K - $243K
|
9.99K
$224K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
700+ 5.88% |
$15.5K - $17K
|
12.6K
$282K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
677New |
$14.9K - $16.4K
|
677
$15.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
295New |
$6.51K - $7.16K
|
295
$6.61K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
266+ 20.27% |
$5.87K - $6.46K
|
1.58K
$35.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
80New |
$1.77K - $1.94K
|
80
$1.79K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
44+ 0.61% |
$972 - $1.07K
|
7.26K
$163K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
10+ 0.88% |
$221 - $243
|
1.14K
$25.6K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
60K+ 98.65% |
$1.37M - $1.5M
|
121K
$2.71M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
26.5KNew |
$605K - $660K
|
26.5K
$593K
|
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
22.7KNew |
$518K - $565K
|
22.7K
$508K
|
|