Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (RFV)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (RFV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.43% |
$109 - $118
|
231
$28.7K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.63KNew |
$1.05M - $1.15M
|
9.63K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.43KNew |
$374K - $409K
|
3.43K
$427K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.51KNew |
$274K - $299K
|
2.51K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
707+ 32.78% |
$77.1K - $84.3K
|
2.86K
$356K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
95New |
$10.4K - $11.3K
|
95
$11.8K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
36.3KNew |
$3.31M - $4.26M
|
36.3K
$4.52M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
35.8KNew |
$3.26M - $4.2M
|
35.8K
$4.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
22KNew |
$2M - $2.58M
|
22K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.98KNew |
$362K - $467K
|
3.98K
$495K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.27KNew |
$298K - $384K
|
3.27K
$406K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.27KNew |
$207K - $267K
|
2.27K
$282K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.83KNew |
$166K - $214K
|
1.83K
$227K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
496New |
$45.2K - $58.3K
|
496
$61.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$9.11K - $11.7K
|
100
$12.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$9.11K - $11.7K
|
100
$12.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
50+ 2500.0% |
$4.56K - $5.87K
|
52
$6.47K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.8KNew |
$3.05M - $3.46M
|
31.8K
$3.95M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6.76KNew |
$649K - $737K
|
6.76K
$841K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.97KNew |
$477K - $541K
|
4.97K
$618K
|
|
|
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
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
48New |
$4.61K - $5.23K
|
48
$5.97K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
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 | |||||||
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
248KNew |
$21.9M - $27.1M
|
248K
$30.9M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
31KNew |
$2.74M - $3.39M
|
31K
$3.85M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11.1K+ 45.75% |
$976K - $1.21M
|
35.2K
$4.38M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.35KNew |
$738K - $913K
|
8.35K
$1.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
5.67KNew |
$501K - $619K
|
5.67K
$705K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.3KNew |
$380K - $470K
|
4.3K
$535K
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
1.54K+ 48.75% |
$136K - $168K
|
4.69K
$584K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
445+ 2.28% |
$39.3K - $48.7K
|
19.9K
$2.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
45+ 45.0% |
$3.98K - $4.92K
|
145
$18K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
42New |
$3.71K - $4.59K
|
42
$5.23K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
30+ 6.94% |
$2.65K - $3.28K
|
462
$57.5K
|
|
| Q4 2022 | |||||||
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
14KNew |
$1.16M - $1.37M
|
14K
$1.75M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.5KNew |
$946K - $1.13M
|
11.5K
$1.43M
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.75KNew |
$556K - $661K
|
6.75K
$840K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
5.42KNew |
$446K - $531K
|
5.42K
$674K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.3KNew |
$189K - $225K
|
2.3K
$286K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
472New |
$38.9K - $46.2K
|
472
$58.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
100+ 83.33% |
$8.23K - $9.79K
|
220
$27.4K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
48New |
$3.95K - $4.7K
|
48
$5.97K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44New |
$3.62K - $4.31K
|
44
$5.48K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
644New |
$51.3K - $61.2K
|
644
$80.1K
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
130New |
$10.7K - $12.6K
|
130
$16.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
75+ 10.67% |
$6.15K - $7.26K
|
778
$96.8K
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
262+ 29.91% |
$22.7K - $25.1K
|
1.14K
$142K
|
|