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 |
---|---|---|---|---|---|---|---|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
450+ 2.83% |
$10.4K - $10.6K
|
16.4K
$384K
|
|
Q2 2024 | |||||||
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.81K+ 20.16% |
$40.9K - $42.2K
|
10.8K
$253K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.81KNew |
$221K - $228K
|
9.81K
$230K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-552- 3.44% |
$12.4K - $12.9K
|
15.5K
$363K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.51K+ 2.15% |
$79.1K - $81.7K
|
167K
$3.91M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.8KNew |
$198K - $205K
|
8.8K
$206K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
87+ 0.29% |
$1.96K - $2.03K
|
29.7K
$695K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-38.1K- 57.59% |
$859K - $887K
|
28.1K
$657K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
790+ 6.16% |
$17.8K - $18.4K
|
13.6K
$319K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-498- 7.67% |
$11.2K - $11.6K
|
5.99K
$140K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
341+ 4.38% |
$7.69K - $7.94K
|
8.13K
$191K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
547K+ 1394.91% |
$12.3M - $12.7M
|
586K
$13.7M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.72K- 27.11% |
$38.7K - $39.9K
|
4.61K
$108K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
739New |
$16.7K - $17.2K
|
739
$17.3K
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.75% |
$67.6 - $69.9
|
401
$9.4K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-2K- 6.78% |
$45.1K - $46.6K
|
27.5K
$645K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
88+ 0.3% |
$1.98K - $2.05K
|
29.7K
$695K
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
3.46K+ 2.79% |
$77.9K - $80.5K
|
127K
$2.98M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.43K+ 6.49% |
$145K - $150K
|
106K
$2.47M
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
17.9K+ 10.27% |
$404K - $417K
|
192K
$4.51M
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.87K- 2.21% |
$42.1K - $43.5K
|
82.5K
$1.93M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.81K+ 33.73% |
$199K - $205K
|
34.9K
$819K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.47K+ 14.5% |
$191K - $197K
|
66.9K
$1.57M
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
254K+ 378.59% |
$5.73M - $5.92M
|
321K
$7.52M
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9+ 1.6% |
$203 - $210
|
572
$13.4K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.7K+ 61.15% |
$1.13M - $1.16M
|
131K
$3.07M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-102- 1.12% |
$2.32K - $2.39K
|
9K
$211K
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
10.3KNew |
$234K - $241K
|
10.3K
$242K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.3K+ 962.96% |
$29.5K - $30.4K
|
1.44K
$33.6K
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
29.5KNew |
$671K - $691K
|
29.5K
$692K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.47K- 13.16% |
$33.4K - $34.4K
|
9.71K
$227K
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
819+ 2.87% |
$18.6K - $19.2K
|
29.4K
$689K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.08K+ 9.19% |
$24.5K - $25.2K
|
12.8K
$300K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.9KNew |
$202K - $208K
|
8.9K
$209K
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
693New |
$15.7K - $16.2K
|
693
$16.2K
|
|
Q4 2023 | |||||||
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
85.5KNew |
$1.77M - $1.98M
|
85.5K
$2M
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-35K- 73.84% |
$724K - $811K
|
12.4K
$291K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.99KClosed |
$144K - $162K
|
0
$0
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.86K+ 22.2% |
$166K - $180K
|
43.3K
$1.01M
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
892+ 8.49% |
$19.8K - $20.6K
|
11.4K
$267K
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.04K+ 33.26% |
$45.1K - $46.9K
|
8.15K
$191K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-479- 12.74% |
$10.6K - $11K
|
3.28K
$76.9K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
4.39KNew |
$97.2K - $101K
|
4.39K
$103K
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
9.8KNew |
$217K - $226K
|
9.8K
$230K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.6KNew |
$409K - $429K
|
18.6K
$435K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.8KNew |
$216K - $226K
|
9.8K
$230K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.01K- 9.64% |
$22.3K - $23.4K
|
9.49K
$222K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.88KNew |
$196K - $205K
|
8.88K
$208K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.2KNew |
$26.4K - $27.7K
|
1.2K
$28.1K
|