Latest Institutional Purchases of Invesco Fd Tr (RZV)

RZV Quotes by TradingView

This list provides information on the latest institutional transactions involving Invesco Fd Tr (RZV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jul 22, 2025 Q2 2025
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
6.78K
+ 12.24%
$563K - $712K
62.2K $6.7M
Aug 14, 2025 Q2 2025
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
4.3K
+ 73.35%
$358K - $452K
10.2K $1.1M
Aug 14, 2025 Q2 2025
Goldman Sachs Group Inc

New York, NY
BUY
 -
4.25K
+ 30.41%
$353K - $446K
18.2K $1.96M
Aug 07, 2025 Q2 2025
Private Advisory Group LLC

Redmond, WA
BUY
 -
3.29K
New
$273K - $345K
3.29K $355K
Jul 31, 2025 Q2 2025
Envestnet Asset Management Inc

BUY
 -
1.92K
New
$160K - $202K
1.92K $207K
Aug 07, 2025 Q2 2025
Lom Asset Management LTD

Hamilton,

BUY
 -
1.91K
New
$158K - $200K
1.91K $205K
Jul 28, 2025 Q2 2025
Innova Wealth Partners

BUY
 -
1.71K
+ 42.5%
$142K - $180K
5.74K $619K
Aug 13, 2025 Q2 2025
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.21K
+ 22.08%
$100K - $127K
6.67K $719K
Aug 06, 2025 Q2 2025
Commonwealth Equity Services, LLC

BUY
 -
1.18K
+ 10.97%
$98K - $124K
11.9K $1.28M
Jul 23, 2025 Q2 2025
Armbruster Capital Management, Inc.

BUY
 -
968
+ 1.43%
$80.5K - $102K
68.6K $7.39M
Aug 13, 2025 Q2 2025
Jones Financial Companies Lllp

BUY
 -
518
+ 99.62%
$43.1K - $54.4K
1.04K $112K
Aug 14, 2025 Q2 2025
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
337
New
$28K - $35.4K
337 $36.3K
Aug 13, 2025 Q2 2025
Northwestern Mutual Wealth Management CO

BUY
 -
271
+ 8.32%
$22.5K - $28.4K
3.53K $380K
Jul 24, 2025 Q2 2025
Trust CO Of Toledo Na

Holland, OH
BUY
 -
231
New
$19.2K - $24.3K
231 $24.9K
Aug 12, 2025 Q2 2025
Steward Partners Investment Advisory, LLC

BUY
 -
128
New
$10.6K - $13.4K
128 $13.8K
Jul 29, 2025 Q2 2025
Stratos Wealth Partners, Ltd.

BUY
 -
126
+ 1.62%
$10.5K - $13.2K
7.91K $852K
Jul 21, 2025 Q2 2025
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
100
New
$8.31K - $10.5K
100 $10.8K
Aug 08, 2025 Q2 2025
Creative Planning

Overland Park, KS
BUY
 -
70
+ 1.64%
$5.82K - $7.35K
4.34K $468K
Aug 14, 2025 Q2 2025
All Square Wealth Management LLC

Albany, NY
BUY
 -
20
+ 0.03%
$1.66K - $2.1K
69.2K $7.45M
Aug 13, 2025 Q2 2025
Transce3nd, LLC

Kyle, TX
BUY
 -
9
+ 450.0%
$748 - $945
11 $1.19K
Aug 11, 2025 Q2 2025
High Tower Advisors, LLC

Chicago, IL
BUY
 -
8
+ 0.35%
$665 - $840
2.29K $247K
Jul 09, 2025 Q2 2025
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
5
+ 0.24%
$416 - $525
2.13K $229K
Aug 12, 2025 Q2 2025
Global Retirement Partners, LLC

BUY
 -
1
+ 3.03%
$83.1 - $105
34 $3.66K
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 08, 2025 Q2 2025
Ogorek Anthony Joseph

BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
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 10, 2025 Q1 2025
Matrix Trust CO

BUY
 -
842
+ 46.99%
$81.2K - $97K
2.63K $284K
Apr 30, 2025 Q1 2025
Principal Securities, Inc.

Des Moines, IA
BUY
 -
275
New
$26.5K - $31.7K
275 $29.6K
Apr 16, 2025 Q1 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
204
+ 5.58%
$19.7K - $23.5K
3.86K $416K
Q4 2024
Jan 27, 2025 Q4 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
13.3K
New
$1.4M - $1.59M
13.3K $1.43M
Jan 08, 2025 Q4 2024
Worth Asset Management, LLC

BUY
 -
3.46K
New
$366K - $413K
3.46K $373K
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
3.21K
New
$340K - $383K
3.21K $346K
Feb 14, 2025 Q4 2024
Jane Street Group, LLC

New York, NY
BUY
 -
2.58K
New
$273K - $308K
2.58K $278K
Feb 06, 2025 Q4 2024
Assetmark, Inc

BUY
 -
674
New
$71.3K - $80.4K
674 $72.6K
Jan 21, 2025 Q4 2024
Geneos Wealth Management Inc.

BUY
 -
200
New
$21.2K - $23.9K
200 $21.6K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
18
New
$1.9K - $2.15K
18 $1.94K
Feb 10, 2025 Q4 2024
Cbiz Investment Advisory Services, LLC

BUY
 -
1
+ 1.52%
$106 - $119
67 $7.22K
Q3 2024
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.03K
New
$196K - $228K
2.03K $219K
Nov 14, 2024 Q3 2024
Bokf, Na

Tulsa, OK
BUY
 -
458
New
$44.3K - $51.5K
458 $49.4K
Oct 24, 2024 Q3 2024
Bristlecone Advisors, LLC

BUY
 -
100
New
$9.68K - $11.2K
100 $10.8K
Oct 18, 2024 Q3 2024
Keener Financial Planning LLC

Keller, TX
BUY
 -
70
New
$6.78K - $7.87K
70 $7.54K
Q2 2024
Jul 16, 2024 Q2 2024
Burke & Herbert Bank & Trust CO

BUY
 -
3.65K
New
$358K - $388K
3.65K $393K
Aug 15, 2024 Q2 2024
Comerica Bank

BUY
 -
1.03K
New
$101K - $109K
1.03K $111K
Aug 13, 2024 Q2 2024
Ubs Asset Management Americas Inc

Chicago, IL
BUY
 -
160
New
$15.7K - $17K
160 $17.2K
Dec 26, 2024 Q2 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
116
New
$11.4K - $12.3K
116 $12.5K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
109
New
$10.7K - $11.6K
109 $11.7K
Apr 22, 2025 Q2 2024
North Rock Partners, LLC

BUY
 -
45
New
$4.41K - $4.78K
45 $4.85K
Q1 2024
May 15, 2024 Q1 2024
Gts Securities LLC

New York, NY
BUY
 -
15.6K
New
$1.54M - $1.68M
15.6K $1.69M
May 07, 2024 Q1 2024
Choate Investment Advisors

Boston, MA
BUY
 -
2.75K
New
$270K - $296K
2.75K $296K

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