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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-856- 14.49% |
$82.9K - $96.2K
|
5.05K
$561K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.2K- 4.47% |
$987K - $1.15M
|
218K
$24.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.09K- 7.75% |
$106K - $123K
|
13K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.51K- 33.8% |
$243K - $282K
|
4.92K
$546K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.8K+ 56.51% |
$1.53M - $1.78M
|
43.8K
$4.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.45K- 19.26% |
$528K - $613K
|
22.9K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6+ 0.27% |
$581 - $675
|
2.26K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.8KNew |
$368K - $427K
|
3.8K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-266- 1.41% |
$25.7K - $29.9K
|
18.7K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
697+ 9.58% |
$67.5K - $78.4K
|
7.97K
$885K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
458New |
$44.3K - $51.5K
|
458
$50.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.66K+ 15.44% |
$160K - $186K
|
12.4K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.11K- 17.28% |
$205K - $238K
|
10.1K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.01KNew |
$582K - $676K
|
6.01K
$668K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-905- 1.23% |
$87.6K - $102K
|
72.5K
$8.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.74K- 12.1% |
$556K - $645K
|
41.7K
$4.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.99K- 23.45% |
$193K - $224K
|
6.5K
$722K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-205- 3.02% |
$19.8K - $23K
|
6.58K
$731K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
80New |
$7.74K - $8.99K
|
80
$8.88K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-15- 0.47% |
$1.45K - $1.69K
|
3.18K
$353K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.51K- 3.12% |
$340K - $395K
|
109K
$12.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-766- 2.47% |
$74.1K - $86.1K
|
30.2K
$3.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-13.3K- 15.85% |
$1.29M - $1.49M
|
70.6K
$7.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.55K+ 18.94% |
$827K - $961K
|
53.7K
$5.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.14K- 6.07% |
$110K - $128K
|
17.7K
$1.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
246+ 8.63% |
$23.8K - $27.7K
|
3.1K
$344K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.19% |
$387 - $450
|
2.15K
$238K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.03K- 25.21% |
$99.7K - $116K
|
3.06K
$339K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
510+ 97.14% |
$49.4K - $57.3K
|
1.04K
$115K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
100New |
$9.68K - $11.2K
|
100
$11.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.11K- 24.47% |
$494K - $574K
|
15.8K
$1.75M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-47- 0.72% |
$4.55K - $5.28K
|
6.48K
$719K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
337+ 3.6% |
$32.6K - $37.9K
|
9.69K
$1.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.03KNew |
$196K - $228K
|
2.03K
$225K
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-70- 0.81% |
$6.78K - $7.87K
|
8.62K
$957K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
70New |
$6.78K - $7.87K
|
70
$7.77K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.25K- 13.83% |
$314K - $365K
|
20.2K
$2.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.43K+ 19.31% |
$138K - $161K
|
8.84K
$981K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.04K+ 7.06% |
$101K - $117K
|
15.8K
$1.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.59K+ 65.93% |
$251K - $291K
|
6.52K
$724K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.61K- 97.99% |
$156K - $181K
|
33
$3.66K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10+ 0.24% |
$968 - $1.12K
|
4.25K
$471K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-221- 9.69% |
$21.4K - $24.8K
|
2.06K
$229K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
266New |
$25.7K - $29.9K
|
266
$29.5K
|
|
| Q2 2024 | |||||||
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-100- 2.67% |
$9.81K - $10.6K
|
3.64K
$404K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.03KNew |
$101K - $109K
|
1.03K
$114K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.42K- 50.82% |
$238K - $257K
|
2.35K
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
160New |
$15.7K - $17K
|
160
$17.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-250- 10.18% |
$24.5K - $26.5K
|
2.21K
$245K
|
|