Purchases and Sales Made in Q3 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 Q3 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 | 
|---|---|---|---|---|---|---|---|
| 
               
                  Nov 05, 2024
                  Q3 2024
                 
               |   
            
              
   
      Savvy Advisors, Inc.
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              22.1KNew | 
            
                 
                  N/A
                  
             |    
            
                                 
                22.1K
                $0
                
             |               
            |
| 
               
                  Nov 08, 2024
                  Q3 2024
                 
               |   
            
              
   
      Lpl Financial LLC
       
           
            Fort Mill, SC  | 
            
               BUY                   
             | 
            - | 
              19.6K+ 17.01% | 
            
                 
                  N/A
                  
             |    
            
                                 
                135K
                $0
                
             |               
            |
| 
               
                  Nov 14, 2024
                  Q3 2024
                 
               |   
            
              
   
      Morgan Stanley
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              8.15K+ 21.0% | 
            
                 
                  N/A
                  
             |    
            
                                 
                46.9K
                $0
                
             |               
            |
| 
               
                  May 14, 2025
                  Q3 2024
                 
               |   
            
              
   
      Morgan Stanley
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              8.15K+ 21.0% | 
            
                 
                  N/A
                  
             |    
            
                                 
                46.9K
                $0
                
             |               
            |
| 
               
                  Nov 14, 2024
                  Q3 2024
                 
               |   
            
              
   
      Aqr Capital Management LLC
       
           
            Greenwich, CT  | 
            
               BUY                   
             | 
            - | 
              7.8K+ 168.26% | 
            
                 
                  N/A
                  
             |    
            
                                 
                12.4K
                $0
                
             |               
            |
| 
               
                  Oct 16, 2024
                  Q3 2024
                 
               |   
            
              
   
      Twelve Points Wealth Management LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              7.03K+ 4.46% | 
            
                 
                  N/A
                  
             |    
            
                                 
                164K
                $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 13, 2024
                  Q3 2024
                 
               |   
            
              
   
      Cetera Investment Advisers
       
           
            Schaumburg, IL  | 
            
               BUY                   
             | 
            - | 
              4.11KNew | 
            
                 
                  N/A
                  
             |    
            
                                 
                4.11K
                $0
                
             |               
            |
| 
               
                  Nov 12, 2024
                  Q3 2024
                 
               |   
            
              
   
      Citigroup Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              4.05K+ 182.17% | 
            
                 
                  N/A
                  
             |    
            
                                 
                6.27K
                $0
                
             |               
            |
| 
               
                  Nov 12, 2024
                  Q3 2024
                 
               |   
            
              
   
      Western Wealth Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              3.99KNew | 
            
                 
                  N/A
                  
             |    
            
                                 
                3.99K
                $0
                
             |               
            |
| 
               
                  Nov 14, 2024
                  Q3 2024
                 
               |   
            
              
   
      Ameriprise Financial Inc
       
           
            Minneapolis, MN  | 
            
               BUY                   
             | 
            - | 
              3.89KNew | 
            
                 
                  N/A
                  
             |    
            
                                 
                3.89K
                $0
                
             |               
            |
| 
               
                  Oct 08, 2024
                  Q3 2024
                 
               |   
            
              
   
      Matrix Trust CO
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              2.25KNew | 
            
                 
                  N/A
                  
             |    
            
                                 
                2.25K
                $0
                
             |               
            |
| 
               
                  Nov 14, 2024
                  Q3 2024
                 
               |   
            
              
   
      Susquehanna International Group, LLP
       
           
            Bala Cynwyd, PA  | 
            
               BUY                   
             | 
            - | 
              1.39K+ 28.13% | 
            
                 
                  N/A
                  
             |    
            
                                 
                6.32K
                $0
                
             |               
            |
| 
               
                  Nov 14, 2024
                  Q3 2024
                 
               |   
            
              
   
      Iht Wealth Management, LLC
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              1.24K+ 3.81% | 
            
                 
                  N/A
                  
             |    
            
                                 
                33.9K
                $0
                
             |               
            |
| 
               
                  Nov 14, 2024
                  Q3 2024
                 
               |   
            
              
   
      Royal Bank Of Canada
       
           
            Toronto, A6  | 
            
               BUY                   
             | 
            - | 
              1.03K+ 31.6% | 
            
                 
                  N/A
                  
             |    
            
                                 
                4.29K
                $0
                
             |               
            |
| 
               
                  Oct 18, 2024
                  Q3 2024
                 
               |   
            
              
   
      Commonwealth Equity Services, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              875+ 3.39% | 
            
                 
                  N/A
                  
             |    
            
                                 
                26.7K
                $0
                
             |               
            |
| 
               
                  Nov 14, 2024
                  Q3 2024
                 
               |   
            
              
   
      Bank Of America Corp 
       
           
            Charlotte, NC  | 
            
               BUY                   
             | 
            - | 
              728+ 3.0% | 
            
                 
                  N/A
                  
             |    
            
                                 
                25K
                $0
                
             |               
            |
| 
               
                  Nov 06, 2024
                  Q3 2024
                 
               |   
            
              
   
      Envestnet Asset Management Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              470+ 8.72% | 
            
                 
                  N/A
                  
             |    
            
                                 
                5.86K
                $0
                
             |               
            |
| 
               
                  Nov 14, 2024
                  Q3 2024
                 
               |   
            
              
   
      Equitable Holdings, Inc.
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              200+ 3.73% | 
            
                 
                  N/A
                  
             |    
            
                                 
                5.56K
                $0
                
             |               
            |
| 
               
                  Nov 08, 2024
                  Q3 2024
                 
               |   
            
              
   
      Jpmorgan Chase & CO
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              160New | 
            
                 
                  N/A
                  
             |    
            
                                 
                160
                $0
                
             |               
            |
| 
               
                  Nov 12, 2024
                  Q3 2024
                 
               |   
            
              
   
      Jones Financial Companies Lllp
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              120New | 
            
                 
                  N/A
                  
             |    
            
                                 
                120
                $0
                
             |               
            |
| 
               
                  Oct 28, 2024
                  Q3 2024
                 
               |   
            
              
   
      Principal Securities, Inc.
       
           
            Des Moines, IA  | 
            
               BUY                   
             | 
            - | 
              108+ 156.52% | 
            
                 
                  N/A
                  
             |    
            
                                 
                177
                $0
                
             |               
            |
| 
               
                  Oct 10, 2024
                  Q3 2024
                 
               |   
            
              
   
      Willner & Heller, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              22+ 0.2% | 
            
                 
                  N/A
                  
             |    
            
                                 
                11.3K
                $0
                
             |               
            |
| 
               
                  Oct 17, 2024
                  Q3 2024
                 
               |   
            
              
   
      Financial Advisory Service, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              11+ 0.14% | 
            
                 
                  N/A
                  
             |    
            
                                 
                7.71K
                $0
                
             |               
            |
| 
               
                  Nov 12, 2024
                  Q3 2024
                 
               |   
            
              
   
      Berger Financial Group, Inc
       
           
            Plymouth, MN  | 
            
               BUY                   
             | 
            - | 
              4+ 0.02% | 
            
                 
                  N/A
                  
             |    
            
                                 
                18.3K
                $0
                
             |               
            |
| 
               
                  Oct 10, 2024
                  Q3 2024
                 
               |   
            
              
   
      Concourse Financial Group Securities, Inc.
       
           
            Birmingham, AL  | 
            
               BUY                   
             | 
            - | 
              0New | 
            
                 
                  N/A
                  
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Nov 01, 2024
                  Q3 2024
                 
               |   
            
              
   
      Assetmark, Inc
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -7- 0.63% | 
            
                 
                  N/A
                  
             |    
            
                                 
                1.1K
                $0
                
             |               
            |
| 
               
                  Nov 13, 2024
                  Q3 2024
                 
               |   
            
              
   
      Wells Fargo & Company
       
           
            San Francisco, CA  | 
            
               SELL                   
             | 
            - | 
              -13- 0.15% | 
            
                 
                  N/A
                  
             |    
            
                                 
                8.74K
                $0
                
             |               
            |
| 
               
                  Oct 28, 2024
                  Q3 2024
                 
               |   
            
              
   
      Cambridge Investment Research Advisors, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -169- 0.89% | 
            
                 
                  N/A
                  
             |    
            
                                 
                18.9K
                $0
                
             |               
            |
| 
               
                  Oct 17, 2024
                  Q3 2024
                 
               |   
            
              
   
      Fifth Third Bancorp
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -291- 8.43% | 
            
                 
                  N/A
                  
             |    
            
                                 
                3.16K
                $0
                
             |               
            |
| 
               
                  Nov 12, 2024
                  Q3 2024
                 
               |   
            
              
   
      Purus Wealth Management, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -420- 4.03% | 
            
                 
                  N/A
                  
             |    
            
                                 
                10K
                $0
                
             |               
            |
| 
               
                  Oct 09, 2024
                  Q3 2024
                 
               |   
            
              
   
      Pacific Sun Financial Corp
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -490- 3.83% | 
            
                 
                  N/A
                  
             |    
            
                                 
                12.3K
                $0
                
             |               
            |
| 
               
                  Nov 13, 2024
                  Q3 2024
                 
               |   
            
              
   
      Advisor Group Holdings, Inc.
       
           
            Phoenix, AZ  | 
            
               SELL                   
             | 
            - | 
              -987- 4.32% | 
            
                 
                  N/A
                  
             |    
            
                                 
                21.9K
                $0
                
             |               
            |
| 
               
                  Oct 16, 2024
                  Q3 2024
                 
               |   
            
              
   
      Kaydan Wealth Management, Inc.
       
           
            Fenton, MI  | 
            
               SELL                   
             | 
            - | 
              -1.23K- 21.67% | 
            
                 
                  N/A
                  
             |    
            
                                 
                4.45K
                $0
                
             |               
            |
| 
               
                  Oct 08, 2024
                  Q3 2024
                 
               |   
            
              
   
      Cwm, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -1.49K- 0.96% | 
            
                 
                  N/A
                  
             |    
            
                                 
                154K
                $0
                
             |               
            |
| 
               
                  Nov 14, 2024
                  Q3 2024
                 
               |   
            
              
   
      Ubs Group Ag
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -1.84K- 20.14% | 
            
                 
                  N/A
                  
             |    
            
                                 
                7.31K
                $0
                
             |               
            |
| 
               
                  Oct 07, 2024
                  Q3 2024
                 
               |   
            
              
   
      Axiom Advisory, LLC
       
           
            San Diego, CA  | 
            
               SELL                   
             | 
            - | 
              -2.67K- 3.35% | 
            
                 
                  N/A
                  
             |    
            
                                 
                77.1K
                $0
                
             |               
            |
| 
               
                  Nov 12, 2024
                  Q3 2024
                 
               |   
            
              
   
      Investors Research Corp
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -6.72K- 17.42% | 
            
                 
                  N/A
                  
             |    
            
                                 
                31.9K
                $0
                
             |               
            |
| 
               
                  Oct 23, 2024
                  Q3 2024
                 
               |   
            
              
   
      Allworth Financial LP
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -24.3K- 39.54% | 
            
                 
                  N/A
                  
             |    
            
                                 
                37.2K
                $0
                
             |