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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
9+ 450.0% |
$748 - $945
|
11
$1.27K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
128New |
$10.6K - $13.4K
|
128
$14.8K
|
|
|
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
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
1.91KNew |
$158K - $200K
|
1.91K
$220K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-368- 3.92% |
$30.6K - $38.6K
|
9.02K
$1.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-8- 0.43% |
$665 - $840
|
1.87K
$216K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-500- 12.43% |
$41.6K - $52.5K
|
3.52K
$407K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
231New |
$19.2K - $24.3K
|
231
$26.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-55- 0.64% |
$4.57K - $5.77K
|
8.57K
$991K
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-2.1K- 13.91% |
$174K - $220K
|
13K
$1.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-559- 71.57% |
$46.5K - $58.7K
|
222
$25.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
100New |
$8.31K - $10.5K
|
100
$11.6K
|
|
| Q1 2025 | |||||||
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2- 2.11% |
$193 - $230
|
93
$10.8K
|
|
|
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
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-195- 72.49% |
$18.8K - $22.5K
|
74
$8.56K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
842+ 46.99% |
$81.2K - $97K
|
2.63K
$305K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.58KNew |
$273K - $308K
|
2.58K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.52% |
$106 - $119
|
67
$7.75K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.21KNew |
$340K - $383K
|
3.21K
$371K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
674New |
$71.3K - $80.4K
|
674
$77.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.3KNew |
$1.4M - $1.59M
|
13.3K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
18New |
$1.9K - $2.15K
|
18
$2.08K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200New |
$21.2K - $23.9K
|
200
$23.1K
|
|
| Q3 2024 | |||||||
|
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
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.03KNew |
$196K - $228K
|
2.03K
$234K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
70New |
$6.78K - $7.87K
|
70
$8.09K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
45New |
$4.41K - $4.78K
|
45
$5.2K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-100- 2.67% |
$9.81K - $10.6K
|
3.64K
$421K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.03KNew |
$101K - $109K
|
1.03K
$119K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.42K- 50.82% |
$238K - $257K
|
2.35K
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
160New |
$15.7K - $17K
|
160
$18.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-250- 10.18% |
$24.5K - $26.5K
|
2.21K
$255K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.28K- 14.56% |
$125K - $136K
|
7.5K
$867K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
109New |
$10.7K - $11.6K
|
109
$12.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.65KNew |
$358K - $388K
|
3.65K
$422K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
253+ 3.95% |
$24.9K - $27.2K
|
6.66K
$770K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-100- 21.05% |
$9.84K - $10.8K
|
375
$43.4K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.75KNew |
$270K - $296K
|
2.75K
$318K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-46- 2.31% |
$4.52K - $4.95K
|
1.94K
$225K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
75New |
$7.38K - $8.06K
|
75
$8.67K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
250New |
$24.6K - $26.9K
|
250
$28.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
100New |
$9.84K - $10.8K
|
100
$11.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-7- 2.28% |
$688 - $753
|
300
$34.7K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-910- 12.02% |
$89.5K - $97.8K
|
6.66K
$770K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.13KNew |
$178K - $232K
|
2.13K
$247K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
312+ 11.27% |
$26K - $33.9K
|
3.08K
$356K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
7+ 0.26% |
$584 - $761
|
2.75K
$318K
|
|