Purchases and Sales Made in Q1 2024 in Invesco Fd Tr (RZV)
This table provides information about the institutional ownership of Invesco Fd Tr (RZV) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO FD TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
38.2KNew |
$3.76M - $4.11M
|
38.2K
$3.77M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.6KNew |
$1.54M - $1.68M
|
15.6K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.41KNew |
$925K - $1.01M
|
9.41K
$927K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.07KNew |
$794K - $868K
|
8.07K
$796K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.77KNew |
$469K - $513K
|
4.77K
$470K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.63K+ 61.17% |
$455K - $497K
|
12.2K
$1.2M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.06K+ 57.61% |
$301K - $329K
|
8.38K
$826K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.75KNew |
$270K - $296K
|
2.75K
$271K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.14KNew |
$210K - $230K
|
2.14K
$211K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.09K+ 31.18% |
$205K - $224K
|
8.78K
$865K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.02KNew |
$199K - $217K
|
2.02K
$199K
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.1K+ 8.8% |
$108K - $118K
|
13.6K
$1.34M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
620+ 2.73% |
$61K - $66.7K
|
23.4K
$2.3M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
375New |
$36.9K - $40.3K
|
375
$37K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
323+ 3.88% |
$31.8K - $34.7K
|
8.64K
$852K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
253+ 3.95% |
$24.9K - $27.2K
|
6.66K
$657K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
250New |
$24.6K - $26.9K
|
250
$24.6K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
200+ 7.14% |
$19.7K - $21.5K
|
3K
$296K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
79+ 0.15% |
$7.77K - $8.49K
|
52.9K
$5.21M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
75New |
$7.38K - $8.06K
|
75
$7.39K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
66New |
$6.49K - $7.1K
|
66
$6.51K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
52+ 1.23% |
$5.11K - $5.59K
|
4.29K
$423K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
19+ 0.78% |
$1.87K - $2.04K
|
2.46K
$242K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4- 0.03% |
$393 - $430
|
12K
$1.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-7- 2.28% |
$688 - $753
|
300
$29.6K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15- 0.11% |
$1.48K - $1.61K
|
14K
$1.38M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-46- 2.31% |
$4.52K - $4.95K
|
1.94K
$192K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-79- 1.2% |
$7.77K - $8.49K
|
6.52K
$643K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-100- 21.05% |
$9.84K - $10.8K
|
375
$37K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-100- 3.22% |
$9.84K - $10.8K
|
3.01K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-114- 1.9% |
$11.2K - $12.3K
|
5.89K
$581K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-153- 19.72% |
$15K - $16.4K
|
623
$61.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-250- 8.34% |
$24.6K - $26.9K
|
2.75K
$271K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-337- 1.76% |
$33.1K - $36.2K
|
18.8K
$1.85M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-429- 0.57% |
$42.2K - $46.1K
|
74.7K
$7.37M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-840- 18.34% |
$82.6K - $90.3K
|
3.74K
$369K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-910- 12.02% |
$89.5K - $97.8K
|
6.66K
$656K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-955- 11.9% |
$93.9K - $103K
|
7.07K
$697K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.21K- 5.92% |
$119K - $130K
|
19.1K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.72K- 37.01% |
$169K - $184K
|
2.92K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.89K- 4.75% |
$186K - $204K
|
38K
$3.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.9K- 3.92% |
$187K - $204K
|
46.6K
$4.59M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.53K- 5.07% |
$249K - $272K
|
47.3K
$4.66M
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.55K- 2.89% |
$250K - $274K
|
85.5K
$8.43M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.61K- 3.08% |
$355K - $388K
|
114K
$11.2M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.1K- 48.52% |
$1.09M - $1.19M
|
11.7K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.8K- 28.88% |
$1.16M - $1.27M
|
29K
$2.86M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15K- 70.2% |
$1.47M - $1.61M
|
6.36K
$627K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-29.4K- 53.85% |
$2.89M - $3.16M
|
25.2K
$2.48M
|
|