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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
237+ 3.31% |
$19.8K - $25.8K
|
7.39K
$855K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.28KNew |
$469K - $528K
|
5.28K
$610K
|
|
|
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
$437K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.32K+ 5.1% |
$111K - $124K
|
27.3K
$3.15M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.32K+ 5.1% |
$111K - $124K
|
27.3K
$3.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
134New |
$11.2K - $12.5K
|
134
$15.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13New |
$1.09K - $1.22K
|
13
$1.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-182- 2.53% |
$15.2K - $17K
|
7.02K
$812K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
SELL
|
- |
-248K- 99.03% |
$20.8M - $23.2M
|
2.43K
$281K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
800New |
$68.1K - $85.4K
|
800
$92.5K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
11.6KNew |
$987K - $1.24M
|
11.6K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
79.9KNew |
$6.8M - $8.53M
|
79.9K
$9.24M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.19KNew |
$356K - $447K
|
4.19K
$484K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15New |
$1.28K - $1.6K
|
15
$1.73K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
100New |
$8.51K - $10.7K
|
100
$11.6K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-113- 0.71% |
$9.61K - $12.1K
|
15.8K
$1.83M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
215New |
$18.3K - $23K
|
215
$24.9K
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
31.8KNew |
$2.71M - $3.4M
|
31.8K
$3.68M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
24.5K+ 238.45% |
$2.08M - $2.61M
|
34.7K
$4.01M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.8K- 66.06% |
$153K - $192K
|
925
$107K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
52.6KNew |
$4.48M - $5.62M
|
52.6K
$6.08M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.11M- 98.87% |
$86.9M - $105M
|
12.7K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
17+ 10.9% |
$1.33K - $1.61K
|
173
$20K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
135New |
$10.6K - $12.8K
|
135
$15.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
26.6KNew |
$2.09M - $2.52M
|
26.6K
$3.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
180New |
$14.1K - $17K
|
180
$20.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
276New |
$21.7K - $26.1K
|
276
$31.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
337New |
$26.4K - $31.9K
|
337
$39K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
5.59KNew |
$438K - $528K
|
5.59K
$646K
|
|
| 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
$2.29M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.33K+ 1.54% |
$254K - $316K
|
220K
$25.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
22+ 0.82% |
$1.68K - $2.08K
|
2.7K
$312K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.25KNew |
$172K - $213K
|
2.25K
$260K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.98K+ 18.33% |
$326K - $394K
|
25.7K
$2.97M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
909New |
$74.3K - $89.8K
|
909
$105K
|
|
|
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
|
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
12.3KNew |
$1M - $1.21M
|
12.3K
$1.42M
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-607- 12.58% |
$49.6K - $60K
|
4.22K
$488K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
100New |
$8.18K - $9.88K
|
100
$11.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
BUY
|
- |
60+ 2.44% |
$4.91K - $5.93K
|
2.52K
$291K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-761Closed |
$62.2K - $75.2K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Brendel Financial Advisors LLC
|
BUY
|
- |
5.7KNew |
$466K - $564K
|
5.7K
$659K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-53Closed |
$4.33K - $5.24K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
11.8KNew |
$967K - $1.17M
|
11.8K
$1.37M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-77Closed |
$6.29K - $7.61K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
1.2KNew |
$98.1K - $119K
|
1.2K
$139K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
55.2K+ 538.55% |
$4.52M - $5.46M
|
65.5K
$7.57M
|
|