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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.5K+ 65.79% |
$264K - $298K
|
6.3K
$626K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.64K- 45.84% |
$490K - $553K
|
5.48K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.58KNew |
$273K - $308K
|
2.58K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.14K- 9.35% |
$226K - $255K
|
20.7K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
729+ 23.86% |
$77.1K - $87K
|
3.78K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.78KNew |
$400K - $451K
|
3.78K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.92K+ 100.12% |
$521K - $587K
|
9.84K
$977K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.1K- 25.31% |
$1.17M - $1.32M
|
32.7K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-844- 14.04% |
$89.3K - $101K
|
5.17K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.4K- 17.5% |
$148K - $167K
|
6.58K
$653K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.29K- 18.51% |
$242K - $273K
|
10.1K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9+ 0.21% |
$952 - $1.07K
|
4.25K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.46K- 2.96% |
$683K - $771K
|
212K
$21M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-699- 5.38% |
$73.9K - $83.4K
|
12.3K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
95New |
$10K - $11.3K
|
95
$9.44K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-581- 11.5% |
$61.5K - $69.3K
|
4.47K
$444K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-40- 0.61% |
$4.23K - $4.77K
|
6.54K
$650K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2New |
$212 - $239
|
2
$199
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-126- 0.68% |
$13.3K - $15K
|
18.5K
$1.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
167+ 0.4% |
$17.7K - $19.9K
|
41.9K
$4.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
84+ 2.64% |
$8.88K - $10K
|
3.26K
$324K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.3KNew |
$1.41M - $1.59M
|
13.3K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.54K- 6.01% |
$692K - $781K
|
102K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-582- 0.8% |
$61.6K - $69.5K
|
71.9K
$7.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.52% |
$106 - $119
|
67
$6.65K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
301+ 3.11% |
$31.8K - $35.9K
|
9.99K
$993K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-214- 3.29% |
$22.6K - $25.5K
|
6.29K
$625K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7+ 0.31% |
$740 - $836
|
2.27K
$225K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.21KNew |
$340K - $383K
|
3.21K
$319K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
674New |
$71.3K - $80.4K
|
674
$66.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
442+ 552.5% |
$46.8K - $52.8K
|
522
$51.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
19+ 0.92% |
$2.01K - $2.27K
|
2.08K
$206K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-445- 1.47% |
$47.1K - $53.1K
|
29.8K
$2.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.42K- 8.01% |
$150K - $169K
|
16.2K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.19% |
$423 - $477
|
2.15K
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.3KNew |
$1.4M - $1.59M
|
13.3K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
13.1KNew |
$1.39M - $1.57M
|
13.1K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-457- 5.17% |
$48.3K - $54.5K
|
8.38K
$832K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
54+ 5.22% |
$5.71K - $6.45K
|
1.09K
$108K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
18New |
$1.9K - $2.15K
|
18
$1.79K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-50- 0.77% |
$5.29K - $5.97K
|
6.43K
$638K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.02K- 1.45% |
$108K - $122K
|
69.6K
$6.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
98+ 0.62% |
$10.4K - $11.7K
|
15.9K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200New |
$21.2K - $23.9K
|
200
$19.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
89+ 2.87% |
$9.41K - $10.6K
|
3.19K
$316K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.76K+ 42.28% |
$291K - $329K
|
9.27K
$921K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.06K+ 15.1% |
$323K - $365K
|
23.3K
$2.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.77K+ 3.31% |
$188K - $212K
|
55.5K
$5.51M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
1.53K+ 573.68% |
$161K - $182K
|
1.79K
$178K
|