Purchases and Sales Made in Q2 2024 in Invesco Fd Tr (RZV)
This table provides information about the institutional ownership of Invesco Fd Tr (RZV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
205K+ 865.25% |
$20.1M - $21.7M
|
228K
$26.4M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
205K+ 865.25% |
$20.1M - $21.7M
|
228K
$26.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.2KNew |
$1.3M - $1.41M
|
13.2K
$1.53M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.24KNew |
$415K - $450K
|
4.24K
$490K
|
|
|
Jul 26, 2024
Q2 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3.93KNew |
$385K - $417K
|
3.93K
$454K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.65KNew |
$358K - $388K
|
3.65K
$422K
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
2.21KNew |
$217K - $235K
|
2.21K
$256K
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.21K+ 8.93% |
$119K - $129K
|
14.8K
$1.71M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.03KNew |
$101K - $109K
|
1.03K
$119K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
716+ 8.29% |
$70.2K - $76K
|
9.36K
$1.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
332+ 4.69% |
$32.6K - $35.3K
|
7.41K
$856K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
271+ 9.28% |
$26.6K - $28.8K
|
3.19K
$369K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
160New |
$15.7K - $17K
|
160
$18.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
137+ 0.29% |
$13.4K - $14.5K
|
47.4K
$5.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
130+ 0.56% |
$12.8K - $13.8K
|
23.5K
$2.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
116New |
$11.4K - $12.3K
|
116
$13.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
110+ 0.58% |
$10.8K - $11.7K
|
18.9K
$2.19M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
109New |
$10.7K - $11.6K
|
109
$12.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
64+ 0.46% |
$6.28K - $6.8K
|
14.1K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
39+ 0.32% |
$3.83K - $4.14K
|
12.2K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16+ 0.27% |
$1.57K - $1.7K
|
5.91K
$683K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7+ 0.31% |
$687 - $743
|
2.26K
$261K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.19% |
$392 - $425
|
2.14K
$248K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-1- 0.01% |
$98.1 - $106
|
8.69K
$1M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-10- 0.25% |
$981 - $1.06K
|
4.02K
$465K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-98- 15.73% |
$9.61K - $10.4K
|
525
$60.7K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-100- 2.67% |
$9.81K - $10.6K
|
3.64K
$421K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-154- 5.12% |
$15.1K - $16.4K
|
2.85K
$330K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-250- 10.18% |
$24.5K - $26.5K
|
2.21K
$255K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-340- 1.78% |
$33.3K - $36.1K
|
18.8K
$2.17M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-466- 16.96% |
$45.7K - $49.5K
|
2.28K
$264K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-954- 11.38% |
$93.6K - $101K
|
7.43K
$859K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-984- 3.4% |
$96.5K - $104K
|
28K
$3.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.28K- 14.56% |
$125K - $136K
|
7.5K
$867K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.28K- 15.89% |
$126K - $136K
|
6.79K
$785K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.31K- 10.86% |
$128K - $139K
|
10.7K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.34K- 1.79% |
$132K - $142K
|
73.4K
$8.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.37K- 1.2% |
$134K - $145K
|
112K
$13M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.43K- 3.07% |
$140K - $152K
|
45.1K
$5.22M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.64K- 1.91% |
$160K - $174K
|
83.9K
$9.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.13K- 22.67% |
$209K - $226K
|
7.28K
$842K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.27K- 35.74% |
$223K - $241K
|
4.09K
$472K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.42K- 50.82% |
$238K - $257K
|
2.35K
$271K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.65K- 61.72% |
$260K - $281K
|
1.64K
$190K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.23K- 27.58% |
$317K - $343K
|
8.49K
$982K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.32K- 17.15% |
$424K - $458K
|
20.9K
$2.41M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-6.97K- 18.36% |
$684K - $740K
|
31K
$3.59M
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-18.9K- 49.38% |
$1.85M - $2M
|
19.3K
$2.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-24.6K- 46.47% |
$2.41M - $2.61M
|
28.3K
$3.27M
|