Latest Institutional Transactions on Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ)
This table provides information on the latest institutional transactions involving Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.01K- 30.53% |
$344K - $414K
|
11.4K
$774K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.7K+ 72.14% |
$460K - $553K
|
16K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
595New |
$40.8K - $49.1K
|
595
$40.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-829- 95.4% |
$56.9K - $68.5K
|
40
$2.72K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.05K+ 47.44% |
$141K - $169K
|
6.37K
$432K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
358+ 7.74% |
$24.6K - $29.6K
|
4.98K
$338K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-24- 29.63% |
$1.65K - $1.98K
|
57
$3.87K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
535New |
$36.7K - $44.2K
|
535
$36.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-212- 2.84% |
$14.5K - $17.5K
|
7.25K
$492K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
451+ 5.77% |
$30.9K - $37.2K
|
8.27K
$562K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
92.9KNew |
$6.37M - $7.67M
|
92.9K
$6.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.5K- 68.03% |
$103K - $124K
|
704
$47.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
13.8KNew |
$947K - $1.14M
|
13.8K
$937K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
300K+ 29.36% |
$20.6M - $24.8M
|
1.32M
$89.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-181- 87.02% |
$12.4K - $14.9K
|
27
$1.83K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
16.1KNew |
$1.11M - $1.33M
|
16.1K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-268- 3.97% |
$18.4K - $22.1K
|
6.48K
$440K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-48.6K- 76.93% |
$3.33M - $4.01M
|
14.6K
$989K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.19K+ 18.93% |
$151K - $181K
|
13.8K
$936K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.7K+ 622.22% |
$2.31M - $2.78M
|
39.1K
$2.65M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
202+ 94.39% |
$13.9K - $16.7K
|
416
$28.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
17.2K+ 8.25% |
$1.18M - $1.42M
|
226K
$15.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
540+ 0.38% |
$37.1K - $44.6K
|
144K
$9.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
663+ 18.94% |
$45.5K - $54.7K
|
4.16K
$283K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
52New |
$3.57K - $4.29K
|
52
$3.53K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.49KNew |
$239K - $288K
|
3.49K
$237K
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
73.6K+ 417.1% |
$5.05M - $6.07M
|
91.2K
$6.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3.25K+ 6.97% |
$223K - $268K
|
49.8K
$3.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.89K+ 26.71% |
$130K - $156K
|
8.97K
$609K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-342K- 98.71% |
$23.5M - $28.3M
|
4.49K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
2.3K+ 8.35% |
$158K - $190K
|
29.8K
$2.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
27.4K+ 50.79% |
$1.88M - $2.27M
|
81.5K
$5.53M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
27New |
$1.85K - $2.23K
|
27
$1.83K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.29K- 3.69% |
$157K - $189K
|
59.6K
$4.05M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
43+ 16.86% |
$2.95K - $3.55K
|
298
$20.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
206KNew |
$14.2M - $17M
|
206K
$14M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.2K- 24.04% |
$231K - $277K
|
10.1K
$686K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- -0.0% |
$72.4 - $86.8
|
31.3K
$2.12M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.4K+ 1.17% |
$101K - $121K
|
120K
$8.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-1K- 25.64% |
$72.4K - $86.8K
|
2.9K
$197K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.25K+ 12.22% |
$235K - $282K
|
29.8K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.58K+ 0.84% |
$621K - $744K
|
1.03M
$70.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
131K+ 40.28% |
$9.47M - $11.4M
|
456K
$30.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
29.3KNew |
$2.12M - $2.54M
|
29.3K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.77K- 1.06% |
$128K - $154K
|
166K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9New |
$652 - $781
|
9
$611
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.42KNew |
$392K - $470K
|
5.42K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.06KNew |
$656K - $786K
|
9.06K
$615K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.72KNew |
$342K - $410K
|
4.72K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
36.2KNew |
$2.62M - $3.14M
|
36.2K
$2.46M
|
|