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 |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
52.6KNew |
$4.48M - $5.62M
|
52.6K
$6.16M
|
|
| Q4 2022 | |||||||
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
269New |
$21.1K - $25.5K
|
269
$31.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.11M- 98.87% |
$86.9M - $105M
|
12.7K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
17+ 10.9% |
$1.33K - $1.61K
|
173
$20.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
135New |
$10.6K - $12.8K
|
135
$15.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
26.6KNew |
$2.09M - $2.52M
|
26.6K
$3.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
180New |
$14.1K - $17K
|
180
$21.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
276New |
$21.7K - $26.1K
|
276
$32.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
337New |
$26.4K - $31.9K
|
337
$39.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
5.59KNew |
$438K - $528K
|
5.59K
$653K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.7K+ 178.11% |
$968K - $1.2M
|
19.8K
$2.32M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.33K+ 1.54% |
$254K - $316K
|
220K
$25.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-300- 60.0% |
$22.9K - $28.4K
|
200
$23.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
22+ 0.82% |
$1.68K - $2.08K
|
2.7K
$316K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.25KNew |
$172K - $213K
|
2.25K
$263K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.98K+ 18.33% |
$326K - $394K
|
25.7K
$3.01M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
909New |
$74.3K - $89.8K
|
909
$106K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.87KClosed |
$480K - $580K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
12.3KNew |
$1M - $1.21M
|
12.3K
$1.44M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-1.78KClosed |
$145K - $176K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-607- 12.58% |
$49.6K - $60K
|
4.22K
$494K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-7.26KClosed |
$594K - $717K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
100New |
$8.18K - $9.88K
|
100
$11.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-53Closed |
$4.33K - $5.24K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
BUY
|
- |
60+ 2.44% |
$4.91K - $5.93K
|
2.52K
$294K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-761Closed |
$62.2K - $75.2K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Brendel Financial Advisors LLC
|
BUY
|
- |
5.7KNew |
$466K - $564K
|
5.7K
$667K
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
11.8KNew |
$967K - $1.17M
|
11.8K
$1.38M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-77Closed |
$6.29K - $7.61K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
1.2KNew |
$98.1K - $119K
|
1.2K
$140K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
55.2K+ 538.55% |
$4.52M - $5.46M
|
65.5K
$7.66M
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.2KClosed |
$200K - $220K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200Closed |
$18.2K - $20K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.5KNew |
$2.41M - $2.65M
|
26.5K
$3.1M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-27Closed |
$2.46K - $2.69K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-51.8KClosed |
$4.71M - $5.17M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
BUY
|
- |
238New |
$21.7K - $23.8K
|
238
$27.8K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.64KClosed |
$786K - $862K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-542Closed |
$49.1K - $57K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-7.66K- 2.44% |
$694K - $806K
|
306K
$35.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
8.72KNew |
$790K - $917K
|
8.72K
$1.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.66KClosed |
$241K - $279K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-92Closed |
$8.34K - $9.68K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.46KClosed |
$552K - $621K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.69KClosed |
$486K - $547K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-51KClosed |
$4.36M - $4.91M
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
23.6KNew |
$2.01M - $2.27M
|
23.6K
$2.75M
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
2New |
$171 - $199
|
2
$234
|
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
300New |
$25.7K - $29.9K
|
300
$35.1K
|
|