Latest Institutional Purchases of Invesco Fd Tr (RZV)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.7K+ 17.22% |
$1.11M - $1.29M
|
72.9K
$8.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.7KNew |
$1.11M - $1.29M
|
10.7K
$1.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8.74KNew |
$908K - $1.05M
|
8.74K
$1.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.7KNew |
$592K - $685K
|
5.7K
$659K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.28K+ 11.69% |
$341K - $395K
|
31.4K
$3.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
3.08KNew |
$320K - $370K
|
3.08K
$356K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.14K+ 15.25% |
$222K - $258K
|
16.2K
$1.87M
|
|
|
Dec 02, 2025
Q3 2025
|
Innova Wealth Partners
|
BUY
|
- |
1.99K+ 34.65% |
$207K - $239K
|
7.73K
$894K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.93K+ 19.0% |
$201K - $232K
|
12.1K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.84KNew |
$191K - $221K
|
1.84K
$213K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.8K+ 13.22% |
$187K - $216K
|
15.4K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.52K+ 25.65% |
$158K - $183K
|
7.45K
$861K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
878+ 24.87% |
$91.2K - $106K
|
4.41K
$510K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
650New |
$67.5K - $78.1K
|
650
$75.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
632+ 32.88% |
$65.6K - $76K
|
2.55K
$295K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
458New |
$47.6K - $55.1K
|
458
$53K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
402+ 5.08% |
$41.8K - $48.3K
|
8.31K
$961K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
332+ 2.78% |
$34.5K - $39.9K
|
12.3K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
328New |
$34.1K - $39.4K
|
328
$37.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
323+ 7.93% |
$33.5K - $38.8K
|
4.4K
$508K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
248+ 729.41% |
$25.8K - $29.8K
|
282
$32.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
200New |
$20.8K - $24K
|
200
$23.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
102New |
$10.6K - $12.3K
|
102
$11.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
54+ 0.08% |
$5.61K - $6.49K
|
68.6K
$7.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16+ 0.37% |
$1.66K - $1.92K
|
4.36K
$504K
|
|
| Q2 2025 | |||||||
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
1.91KNew |
$158K - $200K
|
1.91K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
337New |
$28K - $35.4K
|
337
$39K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
231New |
$19.2K - $24.3K
|
231
$26.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
128New |
$10.6K - $13.4K
|
128
$14.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
100New |
$8.31K - $10.5K
|
100
$11.6K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
20+ 0.03% |
$1.66K - $2.1K
|
69.2K
$8M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
9+ 450.0% |
$748 - $945
|
11
$1.27K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
842+ 46.99% |
$81.2K - $97K
|
2.63K
$305K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
275New |
$26.5K - $31.7K
|
275
$31.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
204+ 5.58% |
$19.7K - $23.5K
|
3.86K
$446K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.3KNew |
$1.4M - $1.59M
|
13.3K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.21KNew |
$340K - $383K
|
3.21K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.58KNew |
$273K - $308K
|
2.58K
$298K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
674New |
$71.3K - $80.4K
|
674
$77.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200New |
$21.2K - $23.9K
|
200
$23.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
18New |
$1.9K - $2.15K
|
18
$2.08K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.52% |
$106 - $119
|
67
$7.75K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.03KNew |
$196K - $228K
|
2.03K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
458New |
$44.3K - $51.5K
|
458
$53K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
100New |
$9.68K - $11.2K
|
100
$11.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
70New |
$6.78K - $7.87K
|
70
$8.09K
|
|
| Q2 2024 | |||||||
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.65KNew |
$358K - $388K
|
3.65K
$422K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.03KNew |
$101K - $109K
|
1.03K
$119K
|
|