Latest Institutional Transactions on Zacks Tr Earnings Constant Por (ZECP)
This table provides information on the latest institutional transactions involving Zacks Tr Earnings Constant Por (ZECP) 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
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.04K+ 10.18% |
$28.2K - $33.3K
|
11.3K
$367K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.1KNew |
$519K - $611K
|
19.1K
$624K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
12.7K+ 20.08% |
$343K - $404K
|
75.7K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
25.7KNew |
$697K - $820K
|
25.7K
$837K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
53.8KNew |
$1.46M - $1.72M
|
53.8K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-87.9K- 28.24% |
$2.38M - $2.8M
|
223K
$7.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
22.3K+ 1.71% |
$604K - $711K
|
1.33M
$43.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33.6K+ 337.26% |
$910K - $1.07M
|
43.5K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.22K+ 6.53% |
$196K - $230K
|
118K
$3.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
22K+ 15.94% |
$597K - $703K
|
160K
$5.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.36K+ 16.14% |
$63.9K - $75.2K
|
17K
$552K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
92.7K+ 25.59% |
$2.51M - $2.96M
|
455K
$14.8M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
37.9K+ 16.13% |
$1.03M - $1.21M
|
273K
$8.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
28.3K+ 130.64% |
$768K - $905K
|
50K
$1.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.14K- 1.78% |
$30.8K - $36.2K
|
62.7K
$2.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
39+ 0.07% |
$1.06K - $1.24K
|
55.6K
$1.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-818K- 66.49% |
$22.2M - $26.1M
|
412K
$13.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-20.8K- 34.92% |
$563K - $663K
|
38.7K
$1.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
45.9KNew |
$1.24M - $1.46M
|
45.9K
$1.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5+ 0.03% |
$136 - $160
|
14.6K
$476K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-545- 2.04% |
$14.8K - $17.4K
|
26.2K
$854K
|
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
16.5K+ 15.66% |
$447K - $526K
|
122K
$3.97M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-68- 0.35% |
$1.84K - $2.17K
|
19.3K
$628K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
436+ 0.67% |
$11.8K - $13.9K
|
65.9K
$2.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
122+ 1.04% |
$3.31K - $3.89K
|
11.9K
$387K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-13- 0.04% |
$352 - $415
|
36.8K
$1.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-545- 2.37% |
$14.8K - $17.4K
|
22.5K
$732K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-21.2K- 11.61% |
$575K - $677K
|
162K
$5.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
18.8K+ 13.14% |
$509K - $599K
|
162K
$5.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.18K+ 9.34% |
$59.2K - $69.6K
|
25.5K
$832K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7- 0.06% |
$190 - $223
|
11.8K
$384K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
12.6KNew |
$341K - $401K
|
12.6K
$410K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.26K+ 6.42% |
$34.1K - $40.1K
|
20.8K
$678K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.04K+ 0.6% |
$28.3K - $33.3K
|
176K
$5.74M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
34K+ 62.21% |
$923K - $1.09M
|
88.8K
$2.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 0.36% |
$54.2 - $63.8
|
558
$18.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
5.46K+ 19.56% |
$148K - $174K
|
33.3K
$1.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.21KNew |
$32.8K - $38.6K
|
1.21K
$39.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
25+ 100.0% |
$678 - $798
|
50
$1.63K
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
124K+ 416.15% |
$3.36M - $3.95M
|
154K
$5M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
90+ 7.53% |
$2.44K - $2.87K
|
1.29K
$41.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-1.15K- 1.98% |
$31.2K - $36.7K
|
56.8K
$1.85M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
15.9KNew |
$431K - $507K
|
15.9K
$518K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
101K+ 9.79% |
$2.96M - $3.25M
|
1.14M
$37M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
3.98K+ 27.92% |
$116K - $128K
|
18.2K
$594K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19.1KNew |
$558K - $612K
|
19.1K
$621K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
61.8KNew |
$1.81M - $1.98M
|
61.8K
$2.01M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.27KNew |
$38.4K - $40.8K
|
1.27K
$41.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
400New |
$12.1K - $12.9K
|
400
$13K
|
|