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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
29.1K+ 1311.67% |
$615K - $653K
|
31.3K
$672K
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
1.1K+ 1.84% |
$23.2K - $24.7K
|
61K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-580- 1.9% |
$12.2K - $13K
|
29.9K
$641K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.84K+ 52.52% |
$81.1K - $86.2K
|
11.1K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
330+ 2.08% |
$6.97K - $7.41K
|
16.2K
$348K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.9KNew |
$527K - $560K
|
24.9K
$535K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.11K+ 1.86% |
$65.8K - $69.9K
|
170K
$3.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.6K- 7.33% |
$118K - $126K
|
70.8K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.18K- 20.04% |
$88.3K - $93.8K
|
16.7K
$358K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2K+ 50.0% |
$42.2K - $44.9K
|
6K
$129K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.21K- 16.24% |
$46.8K - $49.7K
|
11.4K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.44K- 9.22% |
$93.7K - $99.6K
|
43.7K
$938K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-513- 2.48% |
$10.8K - $11.5K
|
20.2K
$433K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.4K+ 4.53% |
$29.6K - $31.5K
|
32.4K
$695K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.09K- 5.17% |
$107K - $114K
|
93.3K
$2M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-81.6K- 94.01% |
$1.72M - $1.83M
|
5.2K
$112K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.78K+ 0.73% |
$101K - $107K
|
660K
$14.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4.9K+ 51.82% |
$103K - $110K
|
14.4K
$308K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-12K- 15.77% |
$253K - $269K
|
64.1K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.2K+ 88.34% |
$364K - $387K
|
36.8K
$789K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
22.9K+ 10.84% |
$484K - $514K
|
234K
$5.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.4K- 35.16% |
$410K - $436K
|
35.8K
$769K
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-2.47K- 1.2% |
$52.1K - $55.4K
|
203K
$4.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-9.23K- 31.4% |
$195K - $207K
|
20.2K
$433K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
12.3KNew |
$260K - $277K
|
12.3K
$265K
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-4.98K- 4.29% |
$105K - $112K
|
111K
$2.38M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
59+ 0.19% |
$1.25K - $1.32K
|
30.7K
$658K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20.2K- 54.24% |
$426K - $453K
|
17K
$365K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
36.1KNew |
$763K - $811K
|
36.1K
$775K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.61K+ 2.88% |
$203K - $216K
|
343K
$7.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.2KNew |
$25.3K - $26.9K
|
1.2K
$25.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10KNew |
$212K - $225K
|
10K
$216K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
516+ 91.65% |
$10.9K - $11.6K
|
1.08K
$23.2K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7.66K- 80.18% |
$169K - $176K
|
1.89K
$40.6K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.5KNew |
$232K - $242K
|
10.5K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.3K- 4.69% |
$227K - $237K
|
209K
$4.48M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-200- 0.94% |
$4.41K - $4.6K
|
21.1K
$452K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.67K+ 21.57% |
$147K - $153K
|
37.6K
$806K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.68K- 24.52% |
$59.2K - $61.7K
|
8.26K
$177K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.99KNew |
$113K - $117K
|
4.99K
$107K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.74% |
$67.7 - $70.4
|
407
$8.73K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-405- 90.0% |
$9.14K - $9.51K
|
45
$966
|
|
|
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
$235K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.38K+ 26.76% |
$99K - $103K
|
20.8K
$446K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.3KNew |
$811K - $829K
|
35.3K
$757K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
338New |
$7.77K - $7.95K
|
338
$7.25K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13KNew |
$299K - $306K
|
13K
$279K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.81KNew |
$221K - $228K
|
9.81K
$210K
|
|