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 |
---|---|---|---|---|---|---|---|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.9K+ 8.45% |
$3.55M - $4.04M
|
653K
$54.1M
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.95K+ 28.34% |
$276K - $314K
|
17.9K
$1.48M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
18New |
$1.26K - $1.43K
|
18
$1.49K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.81K+ 14.29% |
$127K - $144K
|
14.5K
$1.2M
|
|
Aug 05, 2024
Q2 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-7.58K- 6.13% |
$529K - $601K
|
116K
$9.6M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.68K+ 27.53% |
$187K - $213K
|
12.4K
$1.03M
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
23.7KNew |
$1.65M - $1.88M
|
23.7K
$1.96M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.76K+ 5.1% |
$123K - $140K
|
36.3K
$3.01M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
253+ 5.58% |
$17.7K - $20.1K
|
4.79K
$396K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-105- 7.3% |
$7.33K - $8.33K
|
1.33K
$110K
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
2.99K+ 2.58% |
$209K - $238K
|
119K
$9.84M
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
7.22KNew |
$505K - $573K
|
7.22K
$598K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-472- 27.7% |
$33K - $37.4K
|
1.23K
$102K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-83.9K- 39.2% |
$5.86M - $6.66M
|
130K
$10.8M
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
506K+ 175.36% |
$35.3M - $40.1M
|
794K
$65.8M
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-152- 1.67% |
$10.6K - $12.1K
|
8.96K
$742K
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
4.89KNew |
$341K - $388K
|
4.89K
$405K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27New |
$1.89K - $2.14K
|
27
$2.24K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.13K- 26.45% |
$498K - $565K
|
19.8K
$1.64M
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.96% |
$140 - $159
|
211
$17.5K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.21K- 2.71% |
$224K - $254K
|
115K
$9.53M
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
85New |
$5.94K - $6.74K
|
85
$7.04K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
4.22K+ 992.47% |
$295K - $335K
|
4.64K
$384K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.5K+ 148.01% |
$1.29M - $1.47M
|
31.1K
$2.57M
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.01KNew |
$70.2K - $79.7K
|
1.01K
$83.2K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
62+ 8.17% |
$4.33K - $4.92K
|
821
$68K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
65+ 928.57% |
$4.54K - $5.16K
|
72
$5.96K
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
10New |
$698 - $793
|
10
$828
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
310+ 16.84% |
$21.7K - $24.6K
|
2.15K
$178K
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
26.7K+ 23.46% |
$1.86M - $2.12M
|
140K
$11.6M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-250- 4.19% |
$17.5K - $19.8K
|
5.71K
$473K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
949+ 7.42% |
$66.3K - $75.3K
|
13.7K
$1.14M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
92.3K+ 312.55% |
$6.45M - $7.33M
|
122K
$10.1M
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
47+ 1.18% |
$3.28K - $3.73K
|
4.04K
$335K
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
381+ 0.53% |
$26.6K - $30.2K
|
72.9K
$6.04M
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
15.6K+ 8.27% |
$1.09M - $1.23M
|
204K
$16.9M
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
414+ 1.36% |
$28.9K - $32.8K
|
30.8K
$2.55M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
132KNew |
$9.21M - $10.5M
|
132K
$10.9M
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-225- 3.01% |
$15.7K - $17.9K
|
7.26K
$601K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
78New |
$5.45K - $6.19K
|
78
$6.46K
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
3.44KNew |
$240K - $273K
|
3.44K
$285K
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
11.3K+ 23.1% |
$786K - $893K
|
60K
$4.97M
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
10.3KNew |
$722K - $820K
|
10.3K
$856K
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
2.95K+ 6.78% |
$206K - $234K
|
46.4K
$3.84M
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.07KNew |
$214K - $244K
|
3.07K
$254K
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-392K- 98.98% |
$27.4M - $31.1M
|
4.04K
$334K
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
30.4KNew |
$2.13M - $2.41M
|
30.4K
$2.52M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-497- 13.68% |
$34.7K - $39.4K
|
3.14K
$260K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
66New |
$4.61K - $5.24K
|
66
$5.46K
|