Latest Institutional Transactions on Invesco Fd Tr (RZV)
This table provides information on the latest institutional transactions involving Invesco Fd Tr (RZV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Innova Wealth Partners
|
BUY
|
- |
1.99K+ 34.65% |
$207K - $239K
|
7.73K
$894K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.14K- 16.91% |
$222K - $258K
|
10.5K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
200New |
$20.8K - $24K
|
200
$23.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.7KNew |
$1.11M - $1.29M
|
10.7K
$1.24M
|
|
|
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
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-202- 5.64% |
$21K - $24.3K
|
3.38K
$391K
|
|
|
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
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.53K- 4.45% |
$158K - $183K
|
32.8K
$3.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.92K- 10.52% |
$199K - $230K
|
16.3K
$1.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.29K- 6.37% |
$134K - $155K
|
19K
$2.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.34K- 18.58% |
$139K - $161K
|
5.87K
$678K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.84KNew |
$191K - $221K
|
1.84K
$213K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
650New |
$67.5K - $78.1K
|
650
$75.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16+ 0.37% |
$1.66K - $1.92K
|
4.36K
$504K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-125- 1.03% |
$13K - $15K
|
12K
$1.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-176- 3.06% |
$18.3K - $21.2K
|
5.57K
$644K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.14K+ 15.25% |
$222K - $258K
|
16.2K
$1.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
323+ 7.93% |
$33.5K - $38.8K
|
4.4K
$508K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-661- 18.84% |
$68.7K - $79.5K
|
2.85K
$329K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
328New |
$34.1K - $39.4K
|
328
$37.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-151- 0.16% |
$15.7K - $18.2K
|
94K
$10.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-41- 0.41% |
$4.26K - $4.93K
|
9.97K
$1.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-581- 17.66% |
$60.3K - $69.8K
|
2.71K
$313K
|
|
|
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 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1- 0.01% |
$104 - $120
|
16.2K
$1.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
102New |
$10.6K - $12.3K
|
102
$11.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
402+ 5.08% |
$41.8K - $48.3K
|
8.31K
$961K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-39- 1.7% |
$4.05K - $4.69K
|
2.25K
$260K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
632+ 32.88% |
$65.6K - $76K
|
2.55K
$295K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-153- 14.74% |
$15.9K - $18.4K
|
885
$102K
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-185- 3.06% |
$19.2K - $22.2K
|
5.87K
$678K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
458New |
$47.6K - $55.1K
|
458
$53K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.28K+ 11.69% |
$341K - $395K
|
31.4K
$3.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-247- 9.11% |
$25.7K - $29.7K
|
2.46K
$285K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-68- 3.1% |
$7.06K - $8.17K
|
2.12K
$245K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.2K- 22.29% |
$124K - $144K
|
4.17K
$482K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
332+ 2.78% |
$34.5K - $39.9K
|
12.3K
$1.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8.74KNew |
$908K - $1.05M
|
8.74K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-800- 5.28% |
$83.1K - $96.2K
|
14.3K
$1.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
248+ 729.41% |
$25.8K - $29.8K
|
282
$32.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
54+ 0.08% |
$5.61K - $6.49K
|
68.6K
$7.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
3.08KNew |
$320K - $370K
|
3.08K
$356K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.8K+ 13.22% |
$187K - $216K
|
15.4K
$1.78M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.7KNew |
$592K - $685K
|
5.7K
$659K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-25- 1.18% |
$2.6K - $3.01K
|
2.1K
$243K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-649- 6.31% |
$53.9K - $68.1K
|
9.63K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-12.1K- 73.33% |
$1.01M - $1.27M
|
4.4K
$509K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
337New |
$28K - $35.4K
|
337
$39K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
20+ 0.03% |
$1.66K - $2.1K
|
69.2K
$8M
|
|