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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.55KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.22K- 50.54% |
N/A
|
1.2K
$0
|
|
| Q3 2020 | |||||||
|
Oct 13, 2020
Q3 2020
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-8.46KClosed |
N/A
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-500- 17.89% |
N/A
|
2.3K
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-167Closed |
N/A
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-921Closed |
N/A
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-11Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-525Closed |
N/A
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Well Done, LLC
|
SELL
|
- |
-4.14KClosed |
N/A
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Brown Advisory Inc
|
SELL
|
- |
-2.82KClosed |
N/A
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
S.A. Mason LLC
|
SELL
|
- |
-75Closed |
N/A
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.7KClosed |
N/A
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-15.1KClosed |
N/A
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Legacy Private Trust Co.
|
SELL
|
- |
-3KClosed |
N/A
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.47KClosed |
N/A
|
0
$0
|
|
|
Apr 01, 2020
Q1 2020
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-38.5KClosed |
N/A
|
0
$0
|
|
| Q4 2019 | |||||||
|
Mar 28, 2023
Q4 2019
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
13.5KNew |
N/A
|
13.5K
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Fulcrum Equity Management
|
SELL
|
- |
-1.92KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-66.8KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-5.07KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Creative Financial Designs Inc
|
SELL
|
- |
-4Closed |
N/A
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-140Closed |
N/A
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Ae Wealth Management LLC
|
SELL
|
- |
-15KClosed |
N/A
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
| Q3 2019 | |||||||
|
Jul 24, 2024
Q3 2019
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.97KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.13KClosed |
N/A
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.75KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-52Closed |
N/A
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.29KClosed |
N/A
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Wedbush Securities Inc
|
SELL
|
- |
-2.16KClosed |
N/A
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 15, 2019
Q2 2019
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-3.19KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.91KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-10.6KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.92KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.56KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Santori & Peters, Inc.
|
SELL
|
- |
-4.21KClosed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-150Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-27.1KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-10Closed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-150Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
20New |
N/A
|
20
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-7.48KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.54KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.5KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.93KNew |
N/A
|
1.93K
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Community Bank, N.A.
|
SELL
|
- |
-109Closed |
N/A
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.1KClosed |
N/A
|
0
$0
|
|
|
Jan 23, 2019
Q4 2018
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-4.74KClosed |
N/A
|
0
$0
|
|