Purchases and Sales Made in Q1 2024 in Invesco Fd Tr S&P Smallcap 600 (RZG)
This table provides information about the institutional ownership of Invesco Fd Tr S&P Smallcap 600 (RZG) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO FD TR S&P SMALLCAP 600.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
17KNew |
N/A
|
17K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
13.2K+ 10.07% |
N/A
|
145K
$0
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.5K+ 46.89% |
N/A
|
39.1K
$0
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.39KNew |
N/A
|
5.39K
$0
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.93KNew |
N/A
|
4.93K
$0
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.89KNew |
N/A
|
4.89K
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.8K+ 4.73% |
N/A
|
106K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.17KNew |
N/A
|
4.17K
$0
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.06K+ 93.83% |
N/A
|
6.31K
$0
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.93K+ 13.84% |
N/A
|
24.1K
$0
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.39K+ 7.16% |
N/A
|
35.7K
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.39K+ 7.16% |
N/A
|
35.7K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
533+ 10.37% |
N/A
|
5.68K
$0
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
132New |
N/A
|
132
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
75New |
N/A
|
75
$0
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
74New |
N/A
|
74
$0
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
26+ 0.23% |
N/A
|
11.2K
$0
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12New |
N/A
|
12
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
8+ 0.08% |
N/A
|
10.4K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.91% |
N/A
|
111
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
N/A
|
8.42K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-21- 0.27% |
N/A
|
7.69K
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-50- 0.45% |
N/A
|
11.1K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-159- 14.44% |
N/A
|
942
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-250- 0.96% |
N/A
|
25.9K
$0
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-720- 5.16% |
N/A
|
13.2K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-777- 18.38% |
N/A
|
3.45K
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.03K- 0.66% |
N/A
|
155K
$0
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.54K- 6.53% |
N/A
|
22K
$0
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.69K- 13.12% |
N/A
|
11.2K
$0
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-2.23K- 5.22% |
N/A
|
40.5K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.42K- 3.57% |
N/A
|
65.3K
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.11K- 8.01% |
N/A
|
35.7K
$0
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.13K- 16.35% |
N/A
|
21.2K
$0
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.74K- 58.07% |
N/A
|
6.31K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.2K- 37.87% |
N/A
|
20K
$0
|