Latest Institutional Transactions on Invesco Fd Tr (RZV)
This table provides information on the latest institutional transactions involving Invesco Fd Tr (RZV) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.57K- 7.19% |
$131K - $165K
|
20.3K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-12.1K- 73.33% |
$1.01M - $1.27M
|
4.4K
$474K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.41K- 23.9% |
$367K - $463K
|
14K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-825- 18.72% |
$68.6K - $86.6K
|
3.58K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-34.2K- 89.36% |
$2.84M - $3.59M
|
4.08K
$439K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-80- 0.65% |
$6.65K - $8.4K
|
12.2K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.3K+ 73.35% |
$358K - $452K
|
10.2K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.78K- 40.4% |
$564K - $712K
|
10K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.25K+ 30.41% |
$353K - $446K
|
18.2K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.05K- 10.55% |
$336K - $425K
|
34.3K
$3.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-162- 6.88% |
$13.5K - $17K
|
2.19K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-649- 6.31% |
$53.9K - $68.1K
|
9.63K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
671+ 5.59% |
$55.8K - $70.4K
|
12.7K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.88K- 20.66% |
$156K - $197K
|
7.21K
$777K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
20+ 0.03% |
$1.66K - $2.1K
|
69.2K
$7.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
337New |
$28K - $35.4K
|
337
$36.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.21K+ 22.08% |
$100K - $127K
|
6.67K
$719K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
271+ 8.32% |
$22.5K - $28.4K
|
3.53K
$380K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
518+ 99.62% |
$43.1K - $54.4K
|
1.04K
$112K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
9+ 450.0% |
$748 - $945
|
11
$1.19K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.88K- 1.95% |
$156K - $197K
|
94.2K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
128New |
$10.6K - $13.4K
|
128
$13.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 3.03% |
$83.1 - $105
|
34
$3.66K
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-2.9K- 9.35% |
$241K - $304K
|
28.1K
$3.03M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8+ 0.35% |
$665 - $840
|
2.29K
$247K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-627- 9.84% |
$52.1K - $65.8K
|
5.74K
$619K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
70+ 1.64% |
$5.82K - $7.35K
|
4.34K
$468K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
1.91KNew |
$158K - $200K
|
1.91K
$205K
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.29KNew |
$273K - $345K
|
3.29K
$355K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.18K+ 10.97% |
$98K - $124K
|
11.9K
$1.28M
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-3- 0.05% |
$249 - $315
|
6.05K
$652K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30- 0.85% |
$2.49K - $3.15K
|
3.51K
$378K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-368- 3.92% |
$30.6K - $38.6K
|
9.02K
$971K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.92KNew |
$160K - $202K
|
1.92K
$207K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
126+ 1.62% |
$10.5K - $13.2K
|
7.91K
$852K
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
BUY
|
- |
1.71K+ 42.5% |
$142K - $180K
|
5.74K
$619K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-8- 0.43% |
$665 - $840
|
1.87K
$201K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-500- 12.43% |
$41.6K - $52.5K
|
3.52K
$380K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
231New |
$19.2K - $24.3K
|
231
$24.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-55- 0.64% |
$4.57K - $5.77K
|
8.57K
$923K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
968+ 1.43% |
$80.5K - $102K
|
68.6K
$7.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.56K- 7.89% |
$130K - $164K
|
18.2K
$1.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-2.1K- 13.91% |
$174K - $220K
|
13K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-559- 71.57% |
$46.5K - $58.7K
|
222
$23.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.78K+ 12.24% |
$563K - $712K
|
62.2K
$6.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
100New |
$8.31K - $10.5K
|
100
$10.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-568- 17.33% |
$47.2K - $59.6K
|
2.71K
$292K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-11.2K- 67.66% |
$932K - $1.18M
|
5.36K
$578K
|