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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-12Closed |
$1.03K - $1.2K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.29K- 94.63% |
$349K - $500K
|
300
$35.1K
|
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-500Closed |
$33K - $47.3K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-1.7KClosed |
$87K - $116K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-8.02KClosed |
$410K - $546K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8.4KClosed |
$375K - $464K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-385Closed |
$17.2K - $21.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 24, 2020
Q2 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-1.58KClosed |
$49.6K - $91.4K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-106Closed |
$3.33K - $6.14K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Strid Group, LLC
|
SELL
|
- |
-366KClosed |
$11.5M - $21.2M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 18, 2020
Q1 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7.31KClosed |
$232K - $511K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.4KClosed |
$395K - $870K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
29New |
$922 - $2.03K
|
29
$3.39K
|
|
|
May 13, 2020
Q1 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.18KClosed |
$133K - $292K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-9.45KClosed |
$300K - $662K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-845Closed |
$26.9K - $59.2K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-200Closed |
$6.36K - $14K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 10, 2020
Q4 2019
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-125Closed |
$7.58K - $8.74K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10.5KClosed |
$589K - $695K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.25KClosed |
$293K - $346K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Altfest L J & CO Inc
|
SELL
|
- |
-9.46KClosed |
$528K - $624K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-252Closed |
$14.5K - $17.2K
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.18KClosed |
$67.8K - $80.5K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-200Closed |
$11.5K - $13.7K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Jul 15, 2019
Q1 2019
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
600New |
$35.1K - $43K
|
600
$70.2K
|
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-680Closed |
$39.7K - $48.7K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-931Closed |
$54.4K - $66.7K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-931Closed |
$54.4K - $66.7K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-481Closed |
$26.5K - $36.4K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-70Closed |
$3.86K - $5.29K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Bailard, Inc.
|
SELL
|
- |
-9.28KClosed |
$511K - $701K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-520Closed |
$28.7K - $39.3K
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-18.1KClosed |
$999K - $1.37M
|
0
$0
|
|
|
Jan 23, 2019
Q4 2018
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-7.78KClosed |
$428K - $588K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
5.54KNew |
$425K - $451K
|
5.54K
$649K
|
|
|
Nov 14, 2018
Q3 2018
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
333+ 270.73% |
$25.6K - $27.1K
|
456
$53.3K
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-340Closed |
$26.1K - $27.7K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-7.73KClosed |
$593K - $629K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-153Closed |
$11.7K - $12.5K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$68 - $80.7
|
1
$117
|
|