Purchases and Sales Made in Q2 2023 in Invesco Fd Tr (RZV)

RZV Quotes by TradingView

This table provides information about the institutional ownership of Invesco Fd Tr (RZV) during Q2 2023. 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
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
16.1K
+ 291.49%
$1.34M - $1.5M
21.6K $2.39M
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
13K
+ 23.13%
$1.09M - $1.22M
69.2K $7.65M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
12.9K
+ 195.68%
$1.08M - $1.21M
19.6K $2.16M
Jul 14, 2023 Q2 2023
Imc Chicago, LLC

BUY
 -
10.3K
+ 68.27%
$858K - $961K
25.3K $2.8M
Aug 14, 2023 Q2 2023
Two Sigma Investments, LP

New York, NY
BUY
 -
3.4K
New
$284K - $318K
3.4K $376K
Aug 07, 2023 Q2 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
3.32K
+ 8.76%
$278K - $311K
41.3K $4.56M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
2.72K
+ 48.08%
$227K - $254K
8.37K $926K
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
1.32K
+ 5.1%
$111K - $124K
27.3K $3.02M
Aug 15, 2023 Q2 2023
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
1.32K
+ 5.1%
$111K - $124K
27.3K $3.02M
Jul 13, 2023 Q2 2023
Twelve Points Wealth Management LLC

BUY
 -
1.26K
+ 13.65%
$105K - $118K
10.5K $1.16M
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
671
+ 15.51%
$56.1K - $62.8K
5K $552K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
665
+ 6.85%
$55.6K - $62.2K
10.4K $1.15M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
503
+ 1.02%
$42K - $47.1K
49.8K $5.5M
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
490
+ 26.44%
$41K - $45.8K
2.34K $259K
Jul 26, 2023 Q2 2023
American Institute For Advanced Investment Management, LLP

BUY
 -
348
+ 5.66%
$29.1K - $32.6K
6.5K $719K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
238
+ 15.29%
$19.9K - $22.3K
1.8K $198K
Aug 08, 2023 Q2 2023
Gryphon Financial Partners LLC

BUY
 -
134
New
$11.2K - $12.5K
134 $14.8K
Jul 17, 2023 Q2 2023
One Plus One Wealth Management, LLC

BUY
 -
131
+ 1.65%
$11K - $12.3K
8.08K $893K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
51
+ 0.82%
$4.26K - $4.77K
6.25K $691K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
34
+ 4.53%
$2.84K - $3.18K
784 $86.7K
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
18
+ 0.33%
$1.5K - $1.68K
5.44K $601K
Aug 08, 2023 Q2 2023
All Square Wealth Management LLC

Albany, NY
BUY
 -
15
+ 0.02%
$1.25K - $1.4K
76.1K $8.42M
Jul 24, 2023 Q2 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
13
New
$1.09K - $1.22K
13 $1.44K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
8
+ 0.28%
$669 - $749
2.85K $315K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1
+ 0.01%
$83.6 - $93.6
14.2K $1.57M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 09, 2023 Q2 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-24
- 4.01%
$2.01K - $2.25K
575 $63.6K
Aug 04, 2023 Q2 2023
Lester Murray Antman Dba Simply Rich

SELL
 -
-35
- 0.4%
$2.93K - $3.27K
8.79K $971K
Aug 01, 2023 Q2 2023
Truist Financial Corp

SELL
 -
-100
- 1.93%
$8.36K - $9.36K
5.07K $561K
Jul 17, 2023 Q2 2023
Ayalon Insurance Comp Ltd.

SELL
 -
-182
- 2.53%
$15.2K - $17K
7.02K $777K
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

SELL
 -
-214
- 3.19%
$17.9K - $20K
6.5K $719K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

SELL
 -
-440
- 8.79%
$36.8K - $41.2K
4.56K $505K
Jul 13, 2023 Q2 2023
Summit Financial Group, Inc.

SELL
 -
-455
- 3.56%
$38K - $42.6K
12.3K $1.36M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-791
- 5.4%
$66.1K - $74K
13.9K $1.53M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-1.71K
- 7.96%
$143K - $160K
19.7K $2.18M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-2.09K
- 25.11%
$175K - $196K
6.24K $690K
Aug 02, 2023 Q2 2023
Ntv Asset Management LLC

SELL
 -
-2.64K
- 9.38%
$221K - $247K
25.5K $2.82M
Jul 11, 2023 Q2 2023
Worth Asset Management, LLC

SELL
 -
-2.69K
- 96.41%
$224K - $251K
100 $11.1K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-11.6K
- 21.7%
$971K - $1.09M
41.9K $4.63M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-19.1K
- 88.78%
$1.6M - $1.79M
2.42K $267K
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-19.8K
- 21.56%
$1.65M - $1.85M
72K $7.96M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-24.2K
- 18.22%
$2.02M - $2.26M
109K $12M
Aug 11, 2023 Q2 2023
Ubs Group Ag

SELL
 -
-28.5K
- 36.94%
$2.38M - $2.66M
48.6K $5.37M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-28.6K
- 87.8%
$2.39M - $2.68M
3.98K $440K
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
SELL
 -
-33.1K
- 42.69%
$2.77M - $3.1M
44.5K $4.92M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-81.6K
- 76.3%
$6.82M - $7.63M
25.3K $2.8M
Jul 11, 2023 Q2 2023
Mjp Associates Inc

SELL
 -
-248K
- 99.03%
$20.8M - $23.2M
2.43K $269K

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