Latest Institutional Transactions on Invesco Fd Tr S&P Smallcap 600 (RZG)
This table provides information on the latest institutional transactions involving Invesco Fd Tr S&P Smallcap 600 (RZG) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
411+ 2.23% |
N/A
|
18.8K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-253- 5.82% |
N/A
|
4.09K
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
11+ 0.1% |
N/A
|
11.3K
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
36New |
N/A
|
36
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-121K- 70.67% |
N/A
|
50.3K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.7K+ 804.17% |
N/A
|
22.1K
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-9.7K- 38.74% |
N/A
|
15.3K
$0
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.3K- 32.29% |
N/A
|
2.72K
$0
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-785- 3.14% |
N/A
|
24.2K
$0
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28- 0.85% |
N/A
|
3.25K
$0
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.67K- 4.66% |
N/A
|
34.2K
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.16K+ 11.14% |
N/A
|
81.5K
$0
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.6K+ 72.82% |
N/A
|
34.6K
$0
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.69KNew |
N/A
|
7.69K
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4KNew |
N/A
|
13.4K
$0
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-100- 1.02% |
N/A
|
9.72K
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
960+ 11.71% |
N/A
|
9.16K
$0
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30New |
N/A
|
30
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-794- 9.11% |
N/A
|
7.92K
$0
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-326- 5.98% |
N/A
|
5.12K
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
685+ 217.46% |
N/A
|
1K
$0
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
9.09K+ 29.92% |
N/A
|
39.5K
$0
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
335+ 1.14% |
N/A
|
29.7K
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.05K- 3.82% |
N/A
|
26.4K
$0
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41+ 0.03% |
N/A
|
129K
$0
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-541- 49.36% |
N/A
|
555
$0
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16+ 0.37% |
N/A
|
4.3K
$0
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5+ 0.06% |
N/A
|
7.85K
$0
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
964+ 0.64% |
N/A
|
152K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.65K- 14.38% |
N/A
|
21.8K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
180+ 101.69% |
N/A
|
357
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
207+ 2.81% |
N/A
|
7.58K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
47+ 16.26% |
N/A
|
336
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
222New |
N/A
|
222
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-299- 1.63% |
N/A
|
18K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-150- 1.24% |
N/A
|
12K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-24- 2.94% |
N/A
|
792
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
7.38K+ 48.01% |
N/A
|
22.8K
$0
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-513- 2.35% |
N/A
|
21.3K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.76% |
N/A
|
133
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
1.12KNew |
N/A
|
1.12K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.12KNew |
N/A
|
1.12K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.39KNew |
N/A
|
4.39K
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
200+ 3.73% |
N/A
|
5.56K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.89KNew |
N/A
|
3.89K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.62KNew |
N/A
|
6.62K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
5.3KNew |
N/A
|
5.3K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.99KNew |
N/A
|
3.99K
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
22.1KNew |
N/A
|
22.1K
$0
|
|