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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
31.8KNew |
$2.71M - $3.4M
|
31.8K
$3.59M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
24.5K+ 238.45% |
$2.08M - $2.61M
|
34.7K
$3.92M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
11.6KNew |
$987K - $1.24M
|
11.6K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.19KNew |
$356K - $447K
|
4.19K
$472K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.82KNew |
$325K - $408K
|
3.82K
$431K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
800New |
$68.1K - $85.4K
|
800
$90.2K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
215New |
$18.3K - $23K
|
215
$24.2K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
100New |
$8.51K - $10.7K
|
100
$11.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
100New |
$8.51K - $10.7K
|
100
$11.3K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15New |
$1.28K - $1.6K
|
15
$1.69K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
26.6KNew |
$2.09M - $2.52M
|
26.6K
$3M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
5.59KNew |
$438K - $528K
|
5.59K
$630K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
337New |
$26.4K - $31.9K
|
337
$38K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
276New |
$21.7K - $26.1K
|
276
$31.1K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
269New |
$21.1K - $25.5K
|
269
$30.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
180New |
$14.1K - $17K
|
180
$20.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
135New |
$10.6K - $12.8K
|
135
$15.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
17+ 10.9% |
$1.33K - $1.61K
|
173
$19.5K
|
|
| 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
$2.23M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.33K+ 1.54% |
$254K - $316K
|
220K
$24.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.25KNew |
$172K - $213K
|
2.25K
$254K
|
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
22+ 0.82% |
$1.68K - $2.08K
|
2.7K
$305K
|
|
| Q2 2022 | |||||||
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
55.2K+ 538.55% |
$4.52M - $5.46M
|
65.5K
$7.39M
|
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
12.3KNew |
$1M - $1.21M
|
12.3K
$1.39M
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
11.8KNew |
$967K - $1.17M
|
11.8K
$1.33M
|
|
|
Jul 26, 2022
Q2 2022
|
Brendel Financial Advisors LLC
|
BUY
|
- |
5.7KNew |
$466K - $564K
|
5.7K
$643K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.98K+ 18.33% |
$326K - $394K
|
25.7K
$2.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
1.2KNew |
$98.1K - $119K
|
1.2K
$135K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
909New |
$74.3K - $89.8K
|
909
$103K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
100New |
$8.18K - $9.88K
|
100
$11.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
BUY
|
- |
60+ 2.44% |
$4.91K - $5.93K
|
2.52K
$284K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.5KNew |
$2.41M - $2.65M
|
26.5K
$2.99M
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
BUY
|
- |
238New |
$21.7K - $23.8K
|
238
$26.8K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
8.72KNew |
$790K - $917K
|
8.72K
$983K
|
|
| Q3 2021 | |||||||
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
23.6KNew |
$2.01M - $2.27M
|
23.6K
$2.66M
|
|
| Q2 2021 | |||||||
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
300New |
$25.7K - $29.9K
|
300
$33.8K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
2New |
$171 - $199
|
2
$226
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
29New |
$922 - $2.03K
|
29
$3.27K
|
|
| Q1 2019 | |||||||
|
Jul 15, 2019
Q1 2019
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
600New |
$35.1K - $43K
|
600
$67.7K
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
5.54KNew |
$425K - $451K
|
5.54K
$625K
|
|
|
Nov 14, 2018
Q3 2018
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
333+ 270.73% |
$25.6K - $27.1K
|
456
$51.4K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$68 - $80.7
|
1
$113
|
|