Latest Institutional Sells of Invesco Fd Tr (RZV)
This list provides information on the latest institutional transactions involving Invesco Fd Tr (RZV) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50K- 67.88% |
$4.92M - $5.38M
|
23.7K
$2.35M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-29.4K- 53.85% |
$2.89M - $3.16M
|
25.2K
$2.5M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15K- 70.2% |
$1.47M - $1.61M
|
6.36K
$631K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.8K- 28.88% |
$1.16M - $1.27M
|
29K
$2.88M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.1K- 48.52% |
$1.09M - $1.19M
|
11.7K
$1.16M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.61K- 3.08% |
$355K - $388K
|
114K
$11.3M
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.55K- 2.89% |
$250K - $274K
|
85.5K
$8.48M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.53K- 5.07% |
$249K - $272K
|
47.3K
$4.69M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.9K- 3.92% |
$187K - $204K
|
46.6K
$4.62M
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.89K- 4.75% |
$186K - $204K
|
38K
$3.77M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.72K- 37.01% |
$169K - $184K
|
2.92K
$290K
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.21K- 5.92% |
$119K - $130K
|
19.1K
$1.9M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-955- 11.9% |
$93.9K - $103K
|
7.07K
$702K
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-910- 12.02% |
$89.5K - $97.8K
|
6.66K
$661K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-840- 18.34% |
$82.6K - $90.3K
|
3.74K
$371K
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-429- 0.57% |
$42.2K - $46.1K
|
74.7K
$7.42M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-337- 1.76% |
$33.1K - $36.2K
|
18.8K
$1.87M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-250- 8.34% |
$24.6K - $26.9K
|
2.75K
$273K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-153- 19.72% |
$15K - $16.4K
|
623
$61.8K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-114- 1.9% |
$11.2K - $12.3K
|
5.89K
$585K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-100- 21.05% |
$9.84K - $10.8K
|
375
$37.2K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-100- 3.22% |
$9.84K - $10.8K
|
3.01K
$298K
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-79- 1.2% |
$7.77K - $8.49K
|
6.52K
$647K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-46- 2.31% |
$4.52K - $4.95K
|
1.94K
$193K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15- 0.11% |
$1.48K - $1.61K
|
14K
$1.39M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-7- 2.28% |
$688 - $753
|
300
$29.8K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4- 0.03% |
$393 - $430
|
12K
$1.19M
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-600- 21.06% |
$50K - $65.2K
|
2.25K
$223K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-575Closed |
$51.1K - $57.5K
|
0
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-203- 5.1% |
$18K - $20.3K
|
3.78K
$375K
|
|
Q2 2023 | |||||||
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
SELL
|
- |
-248K- 99.03% |
$20.8M - $23.2M
|
2.43K
$241K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.69K- 96.41% |
$224K - $251K
|
100
$9.92K
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-182- 2.53% |
$15.2K - $17K
|
7.02K
$697K
|
|
Q1 2023 | |||||||
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.8K- 66.06% |
$153K - $192K
|
925
$91.8K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-460- 13.96% |
$39.1K - $49.1K
|
2.84K
$281K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-113- 0.71% |
$9.61K - $12.1K
|
15.8K
$1.57M
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.11M- 98.87% |
$94.8M - $105M
|
12.7K
$1.26M
|
|
Q3 2022 | |||||||
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-300- 60.0% |
$23.2K - $28.4K
|
200
$19.8K
|
|
Q2 2022 | |||||||
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-7.26KClosed |
$594K - $717K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.87KClosed |
$480K - $580K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-1.78KClosed |
$145K - $176K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-761Closed |
$62.2K - $75.2K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-607- 12.58% |
$49.6K - $60K
|
4.22K
$419K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-77Closed |
$6.29K - $7.61K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-53Closed |
$4.33K - $5.24K
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-51.8KClosed |
$4.71M - $5.17M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.64KClosed |
$786K - $862K
|
0
$0
|
|
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
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-27Closed |
$2.46K - $2.69K
|
0
$0
|