Purchases and Sales Made in Q4 2021 in Invesco Fd Tr (RZV)
This table provides information about the institutional ownership of Invesco Fd Tr (RZV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.4K+ 45.33% |
$3.75M - $4.36M
|
133K
$14.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
36.6KNew |
$3.32M - $3.85M
|
36.6K
$4.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
14.1K+ 37.61% |
$1.28M - $1.49M
|
51.8K
$5.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.9KNew |
$1.26M - $1.46M
|
13.9K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.4KNew |
$1.22M - $1.41M
|
13.4K
$1.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
BUY
|
- |
12.3KNew |
$1.12M - $1.3M
|
12.3K
$1.36M
|
|
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
11.3KNew |
$1.03M - $1.19M
|
11.3K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.1K+ 22.93% |
$1.01M - $1.17M
|
59.6K
$6.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
8.72KNew |
$790K - $917K
|
8.72K
$964K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
7.97KNew |
$722K - $838K
|
7.97K
$882K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.27K+ 8.48% |
$659K - $765K
|
93K
$10.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
5.28K+ 174.73% |
$479K - $556K
|
8.31K
$918K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.07KNew |
$460K - $534K
|
5.07K
$561K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.97K+ 45.8% |
$450K - $522K
|
15.8K
$1.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.55KNew |
$413K - $479K
|
4.55K
$503K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
4.38K+ 12.53% |
$397K - $460K
|
39.3K
$4.35M
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
3.64KNew |
$330K - $383K
|
3.64K
$402K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
2.83K+ 487.09% |
$256K - $298K
|
3.41K
$377K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
2.22KNew |
$201K - $233K
|
2.22K
$245K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.2KNew |
$200K - $232K
|
2.2K
$243K
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
2.15K+ 9.12% |
$195K - $226K
|
25.7K
$2.84M
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.1K+ 76.74% |
$190K - $220K
|
4.83K
$534K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.71K+ 1.9% |
$155K - $180K
|
91.5K
$10.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 7.56% |
$155K - $179K
|
24.3K
$2.68M
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
813+ 13.82% |
$73.7K - $85.5K
|
6.7K
$741K
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
676+ 6.35% |
$61.3K - $71.1K
|
11.3K
$1.25M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
200+ 2.56% |
$18.1K - $21K
|
8.03K
$887K
|
|
|
Feb 10, 2022
Q4 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
100+ 2.45% |
$9.06K - $10.5K
|
4.19K
$463K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
85+ 0.99% |
$7.7K - $8.94K
|
8.64K
$955K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
81+ 3.4% |
$7.34K - $8.52K
|
2.46K
$272K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34+ 0.37% |
$3.08K - $3.58K
|
9.3K
$1.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5+ 20.0% |
$453 - $526
|
30
$3.32K
|
|
|
Jan 07, 2022
Q4 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1+ 0.01% |
$90.6 - $105
|
9K
$996K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1+ 0.05% |
$90.6 - $105
|
2.18K
$241K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.05% |
$90.6 - $105
|
1.9K
$211K
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-92Closed |
$8.34K - $9.68K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-102- 0.55% |
$9.24K - $10.7K
|
18.5K
$2.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-106- 2.45% |
$9.6K - $11.1K
|
4.22K
$467K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-109- 1.21% |
$9.88K - $11.5K
|
8.9K
$984K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-110- 0.49% |
$9.97K - $11.6K
|
22.5K
$2.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-421- 30.57% |
$38.1K - $44.3K
|
956
$106K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-535- 7.2% |
$48.5K - $56.3K
|
6.9K
$763K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-542Closed |
$49.1K - $57K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-785- 3.31% |
$71.1K - $82.6K
|
22.9K
$2.53M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.12K- 8.73% |
$101K - $117K
|
11.7K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.25K- 1.54% |
$113K - $131K
|
79.8K
$8.83M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.79KClosed |
$162K - $189K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.66KClosed |
$241K - $279K
|
0
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.79K- 49.9% |
$253K - $293K
|
2.8K
$309K
|