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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.42K- 8.01% |
$150K - $169K
|
16.2K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.19% |
$423 - $477
|
2.15K
$242K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.3KNew |
$1.4M - $1.59M
|
13.3K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
13.1KNew |
$1.39M - $1.57M
|
13.1K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-457- 5.17% |
$48.3K - $54.5K
|
8.38K
$943K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
54+ 5.22% |
$5.71K - $6.45K
|
1.09K
$123K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
18New |
$1.9K - $2.15K
|
18
$2.03K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-50- 0.77% |
$5.29K - $5.97K
|
6.43K
$723K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
98+ 0.62% |
$10.4K - $11.7K
|
15.9K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.02K- 1.45% |
$108K - $122K
|
69.6K
$7.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200New |
$21.2K - $23.9K
|
200
$22.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.76K+ 42.28% |
$291K - $329K
|
9.27K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
89+ 2.87% |
$9.41K - $10.6K
|
3.19K
$358K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.06K+ 15.1% |
$323K - $365K
|
23.3K
$2.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.77K+ 3.31% |
$188K - $212K
|
55.5K
$6.24M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
1.53K+ 573.68% |
$161K - $182K
|
1.79K
$202K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
3.46KNew |
$366K - $413K
|
3.46K
$389K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
3.23KNew |
$342K - $386K
|
3.23K
$363K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-856- 14.49% |
$82.9K - $96.2K
|
5.05K
$568K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.8KNew |
$368K - $427K
|
3.8K
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6+ 0.27% |
$581 - $675
|
2.26K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.45K- 19.26% |
$528K - $613K
|
22.9K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.8K+ 56.51% |
$1.53M - $1.78M
|
43.8K
$4.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.51K- 33.8% |
$243K - $282K
|
4.92K
$553K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-266- 1.41% |
$25.7K - $29.9K
|
18.7K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.2K- 4.47% |
$987K - $1.15M
|
218K
$24.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
458New |
$44.3K - $51.5K
|
458
$51.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.01KNew |
$582K - $676K
|
6.01K
$676K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.11K- 17.28% |
$205K - $238K
|
10.1K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.66K+ 15.44% |
$160K - $186K
|
12.4K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
697+ 9.58% |
$67.5K - $78.4K
|
7.97K
$897K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.09K- 7.75% |
$106K - $123K
|
13K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-905- 1.23% |
$87.6K - $102K
|
72.5K
$8.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.74K- 12.1% |
$556K - $645K
|
41.7K
$4.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.99K- 23.45% |
$193K - $224K
|
6.5K
$731K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-205- 3.02% |
$19.8K - $23K
|
6.58K
$741K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
80New |
$7.74K - $8.99K
|
80
$9K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-15- 0.47% |
$1.45K - $1.69K
|
3.18K
$357K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.51K- 3.12% |
$340K - $395K
|
109K
$12.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-766- 2.47% |
$74.1K - $86.1K
|
30.2K
$3.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.03K- 25.21% |
$99.7K - $116K
|
3.06K
$344K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
100New |
$9.68K - $11.2K
|
100
$11.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.11K- 24.47% |
$494K - $574K
|
15.8K
$1.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
337+ 3.6% |
$32.6K - $37.9K
|
9.69K
$1.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-70- 0.81% |
$6.78K - $7.87K
|
8.62K
$969K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
70New |
$6.78K - $7.87K
|
70
$7.88K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.03KNew |
$196K - $228K
|
2.03K
$228K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.61K- 97.99% |
$156K - $181K
|
33
$3.71K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10+ 0.24% |
$968 - $1.12K
|
4.25K
$478K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|