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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5+ 0.24% |
$416 - $525
|
2.13K
$229K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.19M- 99.96% |
$115M - $137M
|
520
$56.1K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
195+ 1.93% |
$18.8K - $22.5K
|
10.3K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.51K+ 38.08% |
$242K - $288K
|
9.08K
$980K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.61K+ 17.14% |
$541K - $646K
|
38.3K
$4.13M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.46K+ 223.81% |
$816K - $974K
|
12.2K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-190K- 89.67% |
$18.3M - $21.9M
|
21.9K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.91K+ 71.29% |
$377K - $450K
|
9.38K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
10.2K+ 161.9% |
$984K - $1.17M
|
16.5K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18+ 0.42% |
$1.74K - $2.07K
|
4.27K
$461K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.97K- 40.35% |
$383K - $457K
|
5.87K
$633K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-296- 2.41% |
$28.6K - $34.1K
|
12K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-65- 1.45% |
$6.27K - $7.49K
|
4.41K
$475K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1- 0.03% |
$96.5 - $115
|
3.26K
$351K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.57K- 8.53% |
$345K - $411K
|
38.3K
$4.13M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.26K- 10.89% |
$218K - $260K
|
18.5K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.75K- 9.41% |
$168K - $201K
|
16.8K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11+ 0.48% |
$1.06K - $1.27K
|
2.28K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.82K- 54.47% |
$272K - $324K
|
2.35K
$254K
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
7+ 0.08% |
$675 - $806
|
8.62K
$930K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
637+ 4.78% |
$61.5K - $73.4K
|
14K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
752+ 7.53% |
$72.6K - $86.6K
|
10.7K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.21K- 6.07% |
$599K - $715K
|
96.1K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2.76K- 3.84% |
$267K - $318K
|
69.2K
$7.46M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
798+ 24.71% |
$77K - $91.9K
|
4.03K
$434K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2- 2.11% |
$193 - $230
|
93
$10K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-173- 2.64% |
$16.7K - $19.9K
|
6.37K
$687K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.21K+ 4.06% |
$117K - $139K
|
31K
$3.34M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-204- 9.81% |
$19.7K - $23.5K
|
1.88K
$202K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
634+ 3.98% |
$61.2K - $73K
|
16.6K
$1.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
275New |
$26.5K - $31.7K
|
275
$29.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-596- 7.11% |
$57.5K - $68.6K
|
7.78K
$839K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.1K- 6.74% |
$106K - $126K
|
15.1K
$1.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.03K+ 21.86% |
$196K - $233K
|
11.3K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-308- 28.28% |
$29.7K - $35.5K
|
781
$84.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-246- 6.5% |
$23.7K - $28.3K
|
3.54K
$382K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
92+ 2.89% |
$8.88K - $10.6K
|
3.28K
$354K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-372- 5.79% |
$35.9K - $42.8K
|
6.05K
$653K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
204+ 5.58% |
$19.7K - $23.5K
|
3.86K
$416K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.93K- 2.78% |
$186K - $222K
|
67.6K
$7.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-53- 0.1% |
$5.11K - $6.1K
|
55.4K
$5.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
1.94K+ 14.73% |
$187K - $223K
|
15.1K
$1.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-195- 72.49% |
$18.8K - $22.5K
|
74
$7.98K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
842+ 46.99% |
$81.2K - $97K
|
2.63K
$284K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.52K- 15.11% |
$340K - $405K
|
19.8K
$2.13M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
158+ 2.89% |
$16.7K - $18.9K
|
5.62K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.58KNew |
$273K - $308K
|
2.58K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2New |
$212 - $239
|
2
$216
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.52% |
$106 - $119
|
67
$7.23K
|
|