Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (RFV)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (RFV) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11.1K+ 45.75% |
$976K - $1.21M
|
35.2K
$4.43M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.35KNew |
$738K - $913K
|
8.35K
$1.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
5.67KNew |
$501K - $619K
|
5.67K
$712K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.3KNew |
$380K - $470K
|
4.3K
$541K
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
1.54K+ 48.75% |
$136K - $168K
|
4.69K
$590K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
445+ 2.28% |
$39.3K - $48.7K
|
19.9K
$2.51M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
45+ 45.0% |
$3.98K - $4.92K
|
145
$18.2K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
42New |
$3.71K - $4.59K
|
42
$5.28K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
30+ 6.94% |
$2.65K - $3.28K
|
462
$58.1K
|
|
| Q4 2022 | |||||||
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
14KNew |
$1.16M - $1.37M
|
14K
$1.76M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.5KNew |
$946K - $1.13M
|
11.5K
$1.45M
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.75KNew |
$556K - $661K
|
6.75K
$849K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
5.42KNew |
$446K - $531K
|
5.42K
$682K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.3KNew |
$189K - $225K
|
2.3K
$289K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
472New |
$38.9K - $46.2K
|
472
$59.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
100+ 83.33% |
$8.23K - $9.79K
|
220
$27.7K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
48New |
$3.95K - $4.7K
|
48
$6.04K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44New |
$3.62K - $4.31K
|
44
$5.53K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
644New |
$51.3K - $61.2K
|
644
$81K
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
130New |
$10.7K - $12.6K
|
130
$16.3K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
75+ 10.67% |
$6.15K - $7.26K
|
778
$97.8K
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.75KNew |
$152K - $204K
|
2.75K
$346K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
32New |
$1.08K - $2.2K
|
32
$4.02K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
332+ 150.91% |
$23.3K - $24.3K
|
552
$69.4K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$63.9 - $72.7
|
1
$126
|
|