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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-190- 24.05% |
$20.7K - $22.7K
|
600
$74.6K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-854- 48.83% |
$93.2K - $102K
|
895
$111K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
95New |
$10.4K - $11.3K
|
95
$11.8K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14- 0.48% |
$1.28K - $1.64K
|
2.9K
$360K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.98KNew |
$362K - $467K
|
3.98K
$495K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$9.11K - $11.7K
|
100
$12.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
22KNew |
$2M - $2.58M
|
22K
$2.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.27KNew |
$207K - $267K
|
2.27K
$282K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.27KNew |
$298K - $384K
|
3.27K
$406K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-259- 17.72% |
$23.6K - $30.4K
|
1.2K
$150K
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
35.8KNew |
$3.26M - $4.2M
|
35.8K
$4.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$9.11K - $11.7K
|
100
$12.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.62K- 56.71% |
$238K - $307K
|
2K
$248K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
36.3KNew |
$3.31M - $4.26M
|
36.3K
$4.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
496New |
$45.2K - $58.3K
|
496
$61.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
50+ 2500.0% |
$4.56K - $5.87K
|
52
$6.47K
|
|
| Q3 2023 | |||||||
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6.76KNew |
$649K - $737K
|
6.76K
$840K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.97KNew |
$477K - $541K
|
4.97K
$618K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
48New |
$4.61K - $5.23K
|
48
$5.97K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.8KNew |
$3.05M - $3.46M
|
31.8K
$3.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.11K- 6.68% |
$202K - $230K
|
29.4K
$3.66M
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
414New |
$39.8K - $45.1K
|
414
$51.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
200+ 7.27% |
$19.2K - $21.8K
|
2.95K
$367K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
115+ 3.97% |
$11K - $12.5K
|
3.01K
$375K
|
|
| Q2 2023 | |||||||
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.78K- 65.95% |
$697K - $804K
|
4.01K
$499K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.8K+ 313.03% |
$879K - $1.01M
|
12.9K
$1.61M
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
30+ 6.94% |
$2.65K - $3.28K
|
462
$57.4K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-214- 5.49% |
$18.9K - $23.4K
|
3.68K
$458K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.35KNew |
$738K - $913K
|
8.35K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
31KNew |
$2.74M - $3.39M
|
31K
$3.85M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
445+ 2.28% |
$39.3K - $48.7K
|
19.9K
$2.48M
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
248KNew |
$21.9M - $27.1M
|
248K
$30.8M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
42New |
$3.71K - $4.59K
|
42
$5.22K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
5.67KNew |
$501K - $619K
|
5.67K
$704K
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
1.54K+ 48.75% |
$136K - $168K
|
4.69K
$583K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
45+ 45.0% |
$3.98K - $4.92K
|
145
$18K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11.1K+ 45.75% |
$976K - $1.21M
|
35.2K
$4.38M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.3KNew |
$380K - $470K
|
4.3K
$535K
|
|
| Q4 2022 | |||||||
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.75KNew |
$556K - $661K
|
6.75K
$839K
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
14KNew |
$1.16M - $1.37M
|
14K
$1.74M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
48New |
$3.95K - $4.7K
|
48
$5.97K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.04M- 98.9% |
$85.3M - $101M
|
11.6K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.3KNew |
$189K - $225K
|
2.3K
$286K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
100+ 83.33% |
$8.23K - $9.79K
|
220
$27.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44New |
$3.62K - $4.31K
|
44
$5.47K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
472New |
$38.9K - $46.2K
|
472
$58.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.5KNew |
$946K - $1.13M
|
11.5K
$1.43M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-23- 24.73% |
$1.89K - $2.25K
|
70
$8.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
5.42KNew |
$446K - $531K
|
5.42K
$674K
|
|