Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (RFV)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (RFV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
124New |
$13.5K - $14.9K
|
124
$16K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-31- 8.03% |
$3.38K - $3.71K
|
355
$45.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 3.03% |
$109 - $120
|
34
$4.38K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-339- 57.65% |
$37.1K - $40.1K
|
249
$32.1K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.34K- 31.28% |
$256K - $277K
|
5.13K
$661K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-42- 23.46% |
$4.6K - $4.97K
|
137
$17.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
174New |
$19K - $20.6K
|
174
$22.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-148- 0.89% |
$16.2K - $17.5K
|
16.5K
$2.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
18+ 200.0% |
$1.97K - $2.13K
|
27
$3.48K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.59% |
$109 - $118
|
170
$21.9K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
102New |
$11.2K - $12.1K
|
102
$13.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
BUY
|
- |
160+ 0.2% |
$17.5K - $18.9K
|
79K
$10.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12New |
$1.31K - $1.42K
|
12
$1.55K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-275- 6.02% |
$30.1K - $32.6K
|
4.29K
$553K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.43% |
$109 - $118
|
231
$29.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-38- 73.08% |
$4.16K - $4.5K
|
14
$1.8K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-65- 2.15% |
$7.11K - $7.69K
|
2.97K
$382K
|
|
| Q1 2024 | |||||||
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
12+ 1.62% |
$1.31K - $1.43K
|
752
$96.9K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-124- 66.31% |
$13.5K - $14.8K
|
63
$8.12K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-800- 16.33% |
$87.3K - $95.4K
|
4.1K
$528K
|
|
|
May 14, 2024
Q1 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-124K- 94.62% |
$13.5M - $14.8M
|
7.06K
$909K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.51KNew |
$274K - $299K
|
2.51K
$323K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
707+ 32.78% |
$77.1K - $84.3K
|
2.86K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.43KNew |
$374K - $409K
|
3.43K
$442K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.63KNew |
$1.05M - $1.15M
|
9.63K
$1.24M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-190- 24.05% |
$20.7K - $22.7K
|
600
$77.3K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-854- 48.83% |
$93.2K - $102K
|
895
$115K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
65+ 2.18% |
$7.09K - $7.75K
|
3.05K
$392K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-400- 13.56% |
$43.6K - $47.7K
|
2.55K
$328K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
95New |
$10.4K - $11.3K
|
95
$12.2K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.98KNew |
$362K - $467K
|
3.98K
$512K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14- 0.48% |
$1.28K - $1.64K
|
2.9K
$373K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$9.11K - $11.7K
|
100
$12.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
22KNew |
$2M - $2.58M
|
22K
$2.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.27KNew |
$207K - $267K
|
2.27K
$292K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.27KNew |
$298K - $384K
|
3.27K
$421K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-259- 17.72% |
$23.6K - $30.4K
|
1.2K
$155K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.83KNew |
$166K - $214K
|
1.83K
$235K
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
35.8KNew |
$3.26M - $4.2M
|
35.8K
$4.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$9.11K - $11.7K
|
100
$12.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.62K- 56.71% |
$238K - $307K
|
2K
$257K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
36.3KNew |
$3.31M - $4.26M
|
36.3K
$4.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
496New |
$45.2K - $58.3K
|
496
$63.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
50+ 2500.0% |
$4.56K - $5.87K
|
52
$6.7K
|
|
| Q3 2023 | |||||||
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6.76KNew |
$649K - $737K
|
6.76K
$870K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.97KNew |
$477K - $541K
|
4.97K
$640K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
48New |
$4.61K - $5.23K
|
48
$6.18K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.8KNew |
$3.05M - $3.46M
|
31.8K
$4.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.11K- 6.68% |
$202K - $230K
|
29.4K
$3.79M
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|