Purchases and Sales Made in Q1 2024 in Invesco ETF Tr Ii Natl Amt Fre (PZA)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Natl Amt Fre (PZA) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II NATL AMT-FRE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.98K- 6.1% |
$213K - $218K
|
138K
$3.24M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-9.06K- 4.43% |
$215K - $220K
|
195K
$4.58M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-9.06K- 38.64% |
$215K - $220K
|
14.4K
$338K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.87K- 29.26% |
$234K - $240K
|
23.9K
$560K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-11K- 32.22% |
$261K - $267K
|
23.1K
$543K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-16.5K- 5.32% |
$392K - $401K
|
294K
$6.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-18.5K- 3.73% |
$440K - $450K
|
479K
$11.2M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-19.4K- 35.36% |
$461K - $471K
|
35.5K
$833K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.4K- 8.09% |
$579K - $593K
|
277K
$6.5M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-31.7K- 50.0% |
$753K - $770K
|
31.7K
$745K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47.9K- 2.31% |
$1.14M - $1.16M
|
2.03M
$47.6M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-55.5K- 21.83% |
$1.32M - $1.35M
|
199K
$4.66M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-122K- 25.1% |
$2.89M - $2.96M
|
363K
$8.53M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-130K- 99.64% |
$3.1M - $3.17M
|
474
$11.1K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-203K- 39.97% |
$4.81M - $4.92M
|
304K
$7.14M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-226K- 26.93% |
$5.37M - $5.49M
|
614K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-226K- 22.94% |
$5.37M - $5.5M
|
760K
$17.8M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-476K- 38.08% |
$11.3M - $11.6M
|
775K
$18.2M
|