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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-836- 2.72% |
$60.5K - $72.5K
|
29.9K
$2.12M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.25K+ 12.08% |
$90.4K - $108K
|
11.6K
$822K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.89KNew |
$499K - $598K
|
6.89K
$489K
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
347KNew |
$25.1M - $30.1M
|
347K
$24.6M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.85K- 37.82% |
$134K - $160K
|
3.04K
$216K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
41+ 8.2% |
$2.97K - $3.56K
|
541
$38.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.89K+ 2.06% |
$209K - $251K
|
143K
$10.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.02K- 83.12% |
$74.1K - $88.8K
|
208
$14.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
5.36K+ 2.63% |
$388K - $465K
|
209K
$14.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
26.6K+ 112.57% |
$1.93M - $2.31M
|
50.3K
$3.57M
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.15K+ 33.39% |
$83.2K - $99.7K
|
4.59K
$326K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.5K- 37.15% |
$109K - $130K
|
2.54K
$180K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-139- 3.44% |
$10.1K - $12.1K
|
3.9K
$277K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
76.7KNew |
$5.55M - $6.65M
|
76.7K
$5.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-3.07K- 97.8% |
$222K - $266K
|
69
$4.89K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
208+ 0.45% |
$15.1K - $18K
|
46.6K
$3.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.89K+ 3.15% |
$137K - $164K
|
61.9K
$4.39M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
189+ 286.36% |
$13.7K - $16.4K
|
255
$18.1K
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-12.8K- 42.03% |
$926K - $1.11M
|
17.6K
$1.25M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 0.25% |
$69.8 - $79.3
|
399
$28.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.19KNew |
$82.8K - $94.1K
|
1.19K
$84.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.17KNew |
$291K - $331K
|
4.17K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
613+ 18.53% |
$42.8K - $48.6K
|
3.92K
$278K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
62New |
$4.33K - $4.92K
|
62
$4.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
CALL |
40New |
$2.79K - $3.17K
|
40
$2.84K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
240New |
$16.8K - $19K
|
240
$17K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.31KNew |
$650K - $739K
|
9.31K
$661K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
8.73KNew |
$609K - $692K
|
8.73K
$619K
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.01K+ 9.09% |
$70.7K - $80.3K
|
12.1K
$861K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 5.0% |
$69.8 - $79.3
|
21
$1.49K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
18New |
$1.26K - $1.43K
|
18
$1.28K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-105- 7.3% |
$7.33K - $8.33K
|
1.33K
$94.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27New |
$1.89K - $2.14K
|
27
$1.92K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.01KNew |
$70.2K - $79.7K
|
1.01K
$71.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
10New |
$698 - $793
|
10
$709
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
65+ 928.57% |
$4.54K - $5.16K
|
72
$5.11K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-250- 4.19% |
$17.5K - $19.8K
|
5.71K
$405K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
78New |
$5.45K - $6.19K
|
78
$5.53K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.07KNew |
$214K - $244K
|
3.07K
$218K
|
|
| Q1 2024 | |||||||
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-53.4KClosed |
$4.05M - $4.52M
|
0
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10New |
$759 - $847
|
10
$709
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21New |
$1.59K - $1.78K
|
21
$1.49K
|
|
|
May 15, 2024
Q1 2024
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
3KNew |
$228K - $254K
|
3K
$213K
|
|
|
May 15, 2024
Q1 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-11.2K- 60.0% |
$851K - $950K
|
7.48K
$530K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-105- 99.06% |
$7.96K - $8.89K
|
1
$70.9
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-400- 4.54% |
$30.3K - $33.9K
|
8.41K
$596K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-42- 0.24% |
$3.19K - $3.56K
|
17.5K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
151+ 3.92% |
$11.5K - $12.8K
|
4K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.52K+ 163.71% |
$342K - $382K
|
7.27K
$516K
|
|