Latest Institutional Transactions on Invesco ETF Tr Ii N Y Amt Fre (PZT)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii N Y Amt Fre (PZT) 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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7.66K- 80.18% |
$169K - $176K
|
1.89K
$41K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.5KNew |
$232K - $242K
|
10.5K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-200- 0.94% |
$4.41K - $4.6K
|
21.1K
$456K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.7K+ 8.23% |
$281K - $293K
|
167K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.3K- 4.69% |
$227K - $237K
|
209K
$4.52M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.04% |
$110 - $115
|
13.6K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-16.1K- 17.44% |
$356K - $371K
|
76.4K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
92+ 0.44% |
$2.03K - $2.12K
|
20.9K
$451K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.67K+ 21.57% |
$147K - $153K
|
37.6K
$813K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.36K- 17.45% |
$74K - $77.2K
|
15.9K
$344K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.25K- 4.09% |
$71.6K - $74.6K
|
76.1K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-103- 0.34% |
$2.27K - $2.37K
|
30.5K
$659K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.18K- 12.98% |
$158K - $165K
|
48.1K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-3.99K- 6.25% |
$88K - $91.8K
|
59.9K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-987- 4.55% |
$21.8K - $22.7K
|
20.7K
$448K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
49+ 2.26% |
$1.08K - $1.13K
|
2.22K
$48K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
86.8KNew |
$1.91M - $2M
|
86.8K
$1.88M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38K+ 6.15% |
$837K - $873K
|
655K
$14.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.68K- 24.52% |
$59.2K - $61.7K
|
8.26K
$179K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-5.98K- 38.73% |
$132K - $137K
|
9.46K
$205K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.9K+ 30.44% |
$284K - $297K
|
55.3K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.6K- 16.63% |
$433K - $452K
|
98.4K
$2.13M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16+ 0.08% |
$353 - $368
|
19.5K
$422K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-8.12K- 6.54% |
$179K - $187K
|
116K
$2.51M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
28.1K+ 15.85% |
$619K - $646K
|
205K
$4.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10K+ 36.83% |
$221K - $230K
|
37.2K
$805K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
290+ 0.96% |
$6.39K - $6.67K
|
30.6K
$662K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.27K+ 0.99% |
$72.2K - $75.3K
|
333K
$7.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-11.9K- 95.48% |
$262K - $273K
|
563
$12.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
61K+ 40.58% |
$1.34M - $1.4M
|
211K
$4.57M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.01K- 29.08% |
$204K - $212K
|
22K
$476K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.99KNew |
$113K - $117K
|
4.99K
$108K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.74% |
$67.7 - $70.4
|
407
$8.81K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-823- 10.12% |
$18.6K - $19.3K
|
7.31K
$158K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-405- 90.0% |
$9.14K - $9.51K
|
45
$974
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.73KClosed |
$39K - $40.5K
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
56+ 0.52% |
$1.26K - $1.31K
|
10.9K
$237K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.38K+ 26.76% |
$99K - $103K
|
20.8K
$449K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
720+ 21.95% |
$16.6K - $16.9K
|
4K
$86.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.3KNew |
$811K - $829K
|
35.3K
$763K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
338New |
$7.77K - $7.95K
|
338
$7.31K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13KNew |
$299K - $306K
|
13K
$281K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.81KNew |
$221K - $228K
|
9.81K
$212K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-102- 1.12% |
$2.32K - $2.39K
|
9K
$195K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
10.3KNew |
$234K - $241K
|
10.3K
$223K
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
29.5KNew |
$671K - $691K
|
29.5K
$639K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.47K- 13.16% |
$33.4K - $34.4K
|
9.71K
$210K
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
819+ 2.87% |
$18.6K - $19.2K
|
29.4K
$636K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.9KNew |
$202K - $208K
|
8.9K
$193K
|
|