Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
29.3KNew |
N/A
|
29.3K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.3K+ 56.13% |
N/A
|
73.3K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
24.1K+ 384.87% |
N/A
|
30.4K
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
13.1K+ 583.25% |
N/A
|
15.4K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.57K+ 60.81% |
N/A
|
20K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.45KNew |
N/A
|
5.45K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.39KNew |
N/A
|
4.39K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.01K+ 5.93% |
N/A
|
35.9K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.52K+ 25.87% |
N/A
|
7.38K
$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
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
889+ 12.16% |
N/A
|
8.2K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
780+ 2.93% |
N/A
|
27.4K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
528+ 2.88% |
N/A
|
18.8K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
289New |
N/A
|
289
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
175+ 4.26% |
N/A
|
4.29K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
175+ 145.83% |
N/A
|
295
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
155+ 96.88% |
N/A
|
315
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
135+ 1.75% |
N/A
|
7.85K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
19+ 0.17% |
N/A
|
11.3K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9+ 0.04% |
N/A
|
25K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.76% |
N/A
|
133
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19- 0.22% |
N/A
|
8.72K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42- 0.19% |
N/A
|
21.8K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-84- 9.33% |
N/A
|
816
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-168- 0.53% |
N/A
|
31.7K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-180- 1.46% |
N/A
|
12.1K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-187- 1.87% |
N/A
|
9.82K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-497- 0.3% |
N/A
|
164K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-574- 3.03% |
N/A
|
18.3K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.01K- 23.52% |
N/A
|
3.28K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.91K- 1.89% |
N/A
|
151K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.38K- 4.73% |
N/A
|
129K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-11.8K- 31.68% |
N/A
|
25.4K
$0
|