Purchases and Sales Made in Q1 2025 in Invesco Fd Tr (RZV)
This table provides information about the institutional ownership of Invesco Fd Tr (RZV) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.19M+ 228559.77% |
$115M - $137M
|
1.19M
$119M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
10.2K+ 161.9% |
$984K - $1.17M
|
16.5K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.46K+ 223.81% |
$816K - $974K
|
12.2K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.61K+ 17.14% |
$541K - $646K
|
38.3K
$3.82M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.91K+ 71.29% |
$377K - $450K
|
9.38K
$935K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.51K+ 38.08% |
$242K - $288K
|
9.08K
$905K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.03K+ 21.86% |
$196K - $233K
|
11.3K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
1.94K+ 14.73% |
$187K - $223K
|
15.1K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.21K+ 4.06% |
$117K - $139K
|
31K
$3.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
842+ 46.99% |
$81.2K - $97K
|
2.63K
$262K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
798+ 24.71% |
$77K - $91.9K
|
4.03K
$401K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
752+ 7.53% |
$72.6K - $86.6K
|
10.7K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
637+ 4.78% |
$61.5K - $73.4K
|
14K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
634+ 3.98% |
$61.2K - $73K
|
16.6K
$1.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
275New |
$26.5K - $31.7K
|
275
$27.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
204+ 5.58% |
$19.7K - $23.5K
|
3.86K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
195+ 1.93% |
$18.8K - $22.5K
|
10.3K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
92+ 2.89% |
$8.88K - $10.6K
|
3.28K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18+ 0.42% |
$1.74K - $2.07K
|
4.27K
$426K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11+ 0.48% |
$1.06K - $1.27K
|
2.28K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
7+ 0.08% |
$675 - $806
|
8.62K
$859K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1- 0.03% |
$96.5 - $115
|
3.26K
$325K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2- 2.11% |
$193 - $230
|
93
$9.26K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-29- 1.35% |
$2.8K - $3.34K
|
2.12K
$211K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-53- 0.1% |
$5.11K - $6.1K
|
55.4K
$5.52M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-65- 1.45% |
$6.27K - $7.49K
|
4.41K
$439K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-173- 2.64% |
$16.7K - $19.9K
|
6.37K
$635K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-195- 72.49% |
$18.8K - $22.5K
|
74
$7.37K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-204- 9.81% |
$19.7K - $23.5K
|
1.88K
$187K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-246- 6.5% |
$23.7K - $28.3K
|
3.54K
$352K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-296- 2.41% |
$28.6K - $34.1K
|
12K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-308- 28.28% |
$29.7K - $35.5K
|
781
$77.8K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-372- 5.79% |
$35.9K - $42.8K
|
6.05K
$603K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-596- 7.11% |
$57.5K - $68.6K
|
7.78K
$775K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-826- 13.14% |
$79.7K - $95.1K
|
5.46K
$544K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.1K- 6.74% |
$106K - $126K
|
15.1K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.75K- 9.41% |
$168K - $201K
|
16.8K
$1.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.93K- 2.78% |
$186K - $222K
|
67.6K
$6.74M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.26K- 10.89% |
$218K - $260K
|
18.5K
$1.84M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2.76K- 3.84% |
$267K - $318K
|
69.2K
$6.89M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.82K- 54.47% |
$272K - $324K
|
2.35K
$234K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.52K- 15.11% |
$340K - $405K
|
19.8K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.57K- 8.53% |
$345K - $411K
|
38.3K
$3.82M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.97K- 40.35% |
$383K - $457K
|
5.87K
$585K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.21K- 6.07% |
$599K - $715K
|
96.1K
$9.57M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-190K- 89.67% |
$18.3M - $21.9M
|
21.9K
$2.18M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.19M- 99.96% |
$115M - $137M
|
520
$51.8K
|