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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.91KNew |
$191K - $217K
|
2.91K
$191K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
6.17K+ 353.44% |
$404K - $461K
|
7.92K
$519K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
535K+ 40.47% |
$35M - $40M
|
1.86M
$122M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
314+ 3.5% |
$20.6K - $23.4K
|
9.29K
$609K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
8.47KNew |
$555K - $632K
|
8.47K
$556K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
25+ 0.02% |
$1.64K - $1.87K
|
102K
$6.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
992New |
$65K - $74.1K
|
992
$65.1K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-9.7K- 70.39% |
$635K - $724K
|
4.08K
$268K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
71New |
$4.65K - $5.3K
|
71
$4.66K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
5.14KNew |
$337K - $384K
|
5.14K
$337K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.7K+ 22.16% |
$1.03M - $1.18M
|
86.8K
$5.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.93K+ 3.16% |
$192K - $219K
|
95.8K
$6.28M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
77.5KNew |
$5.07M - $5.79M
|
77.5K
$5.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
105KNew |
$6.91M - $7.88M
|
105K
$6.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-888- 5.51% |
$58.2K - $66.3K
|
15.2K
$999K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.03K- 7.21% |
$133K - $152K
|
26.1K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
248+ 918.52% |
$16.2K - $18.5K
|
275
$18K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
4.1KNew |
$269K - $306K
|
4.1K
$269K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
102KNew |
$6.67M - $7.6M
|
102K
$6.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-96- 0.25% |
$6.29K - $7.17K
|
39K
$2.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.51K- 20.75% |
$98.6K - $112K
|
5.75K
$377K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
2.06K+ 6.91% |
$135K - $154K
|
31.9K
$2.09M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-214- 51.44% |
$14K - $16K
|
202
$13.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
16+ 0.02% |
$1.05K - $1.19K
|
81.5K
$5.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-353- 98.6% |
$23.1K - $26.4K
|
5
$328
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-46.4K- 92.53% |
$3.04M - $3.47M
|
3.75K
$246K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
15.5K+ 31.08% |
$1.01M - $1.16M
|
65.3K
$4.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
66.4K+ 29.35% |
$4.35M - $4.96M
|
293K
$19.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-654- 18.75% |
$42.8K - $48.8K
|
2.83K
$186K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-963- 23.13% |
$63.1K - $71.9K
|
3.2K
$210K
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-43.7K- 47.92% |
$2.86M - $3.26M
|
47.5K
$3.12M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-81.1K- 39.32% |
$5.31M - $6.06M
|
125K
$8.21M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69.2K+ 86.37% |
$4.75M - $5.71M
|
149K
$9.8M
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-20.4K- 17.66% |
$1.4M - $1.69M
|
95.3K
$6.25M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
53+ 378.57% |
$3.64K - $4.38K
|
67
$4.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
470New |
$32.3K - $38.8K
|
470
$30.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
600+ 200.0% |
$41.2K - $49.5K
|
900
$59K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.17K+ 5.59% |
$149K - $179K
|
41K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.69K+ 395.88% |
$185K - $222K
|
3.37K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-295- 6.64% |
$20.2K - $24.4K
|
4.15K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
4.44KNew |
$305K - $367K
|
4.44K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-26.5K- 73.97% |
$1.82M - $2.19M
|
9.32K
$611K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
74New |
$5.08K - $6.11K
|
74
$4.86K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-29.1K- 97.41% |
$1.99M - $2.4M
|
773
$50.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 8.53% |
$71.1K - $85.5K
|
13.2K
$865K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
402New |
$27.6K - $33.2K
|
402
$26.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.67KNew |
$320K - $386K
|
4.67K
$306K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
900+ 24.0% |
$61.8K - $74.3K
|
4.65K
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
37New |
$2.54K - $3.06K
|
37
$2.43K
|
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
13.5K+ 63.28% |
$926K - $1.11M
|
34.8K
$2.28M
|
|