Latest Institutional Purchases of Invesco Fd Tr (RZV)

RZV Quotes by TradingView

This list provides information on the latest institutional transactions involving Invesco Fd Tr (RZV) 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
Feb 11, 2025 Q4 2024
Goldman Sachs Group Inc

New York, NY
BUY
 -
13.3K
New
$1.41M - $1.59M
13.3K $1.32M
Jan 27, 2025 Q4 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
13.3K
New
$1.4M - $1.59M
13.3K $1.32M
Jan 27, 2025 Q4 2024
Imc Chicago, LLC

BUY
 -
13.1K
New
$1.39M - $1.57M
13.1K $1.3M
Feb 14, 2025 Q4 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
4.92K
+ 100.12%
$521K - $587K
9.84K $977K
Feb 14, 2025 Q4 2024
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
3.78K
New
$400K - $451K
3.78K $375K
Jan 08, 2025 Q4 2024
Worth Asset Management, LLC

BUY
 -
3.46K
New
$366K - $413K
3.46K $344K
Jan 07, 2025 Q4 2024
Innova Wealth Partners

BUY
 -
3.23K
New
$342K - $386K
3.23K $321K
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
3.21K
New
$340K - $383K
3.21K $319K
Jan 15, 2025 Q4 2024
Merit Financial Group, LLC

BUY
 -
3.06K
+ 15.1%
$323K - $365K
23.3K $2.31M
Jan 17, 2025 Q4 2024
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
BUY
 -
2.76K
+ 42.28%
$291K - $329K
9.27K $921K
Feb 14, 2025 Q4 2024
Two Sigma Investments, LP

New York, NY
BUY
 -
2.5K
+ 65.79%
$264K - $298K
6.3K $626K
Jan 15, 2025 Q4 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.77K
+ 3.31%
$188K - $212K
55.5K $5.51M
Jan 10, 2025 Q4 2024
Matrix Trust CO

BUY
 -
1.53K
+ 573.68%
$161K - $182K
1.79K $178K
Feb 14, 2025 Q4 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
729
+ 23.86%
$77.1K - $87K
3.78K $376K
Feb 06, 2025 Q4 2024
Assetmark, Inc

BUY
 -
674
New
$71.3K - $80.4K
674 $66.9K
Feb 05, 2025 Q4 2024
Jones Financial Companies Lllp

BUY
 -
442
+ 552.5%
$46.8K - $52.8K
522 $51.8K
Feb 10, 2025 Q4 2024
Commonwealth Equity Services, LLC

BUY
 -
301
+ 3.11%
$31.8K - $35.9K
9.99K $993K
Jan 21, 2025 Q4 2024
Geneos Wealth Management Inc.

BUY
 -
200
New
$21.2K - $23.9K
200 $19.9K
Feb 12, 2025 Q4 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
167
+ 0.4%
$17.7K - $19.9K
41.9K $4.16M
Jan 22, 2025 Q4 2024
Twelve Points Wealth Management LLC

BUY
 -
98
+ 0.62%
$10.4K - $11.7K
15.9K $1.58M
Feb 13, 2025 Q4 2024
Ae Wealth Management LLC

BUY
 -
95
New
$10K - $11.3K
95 $9.44K
Jan 17, 2025 Q4 2024
Janney Montgomery Scott LLC

BUY
 -
89
+ 2.87%
$9.41K - $10.6K
3.19K $316K
Feb 11, 2025 Q4 2024
Northwestern Mutual Wealth Management CO

BUY
 -
84
+ 2.64%
$8.88K - $10K
3.26K $324K
Jan 24, 2025 Q4 2024
Valley National Advisers Inc

BUY
 -
54
+ 5.22%
$5.71K - $6.45K
1.09K $108K
Feb 04, 2025 Q4 2024
Cwm, LLC

BUY
 -
19
+ 0.92%
$2.01K - $2.27K
2.08K $206K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
18
New
$1.9K - $2.15K
18 $1.79K
Feb 14, 2025 Q4 2024
Creative Planning

Overland Park, KS
BUY
 -
9
+ 0.21%
$952 - $1.07K
4.25K $423K
Feb 07, 2025 Q4 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
7
+ 0.31%
$740 - $836
2.27K $225K
Jan 29, 2025 Q4 2024
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
4
+ 0.19%
$423 - $477
2.15K $213K
Feb 13, 2025 Q4 2024
Transce3nd, LLC

Kyle, TX
BUY
 -
2
New
$212 - $239
2 $199
Feb 10, 2025 Q4 2024
Cbiz Investment Advisory Services, LLC

BUY
 -
1
+ 1.52%
$106 - $119
67 $6.65K
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q3 2024
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.03K
New
$196K - $228K
2.03K $201K
Nov 14, 2024 Q3 2024
Bokf, Na

Tulsa, OK
BUY
 -
458
New
$44.3K - $51.5K
458 $45.5K
Oct 24, 2024 Q3 2024
Bristlecone Advisors, LLC

BUY
 -
100
New
$9.68K - $11.2K
100 $9.93K
Oct 18, 2024 Q3 2024
Keener Financial Planning LLC

Keller, TX
BUY
 -
70
New
$6.78K - $7.87K
70 $6.95K
Q2 2024
Jul 16, 2024 Q2 2024
Burke & Herbert Bank & Trust CO

BUY
 -
3.65K
New
$358K - $388K
3.65K $363K
Aug 15, 2024 Q2 2024
Comerica Bank

BUY
 -
1.03K
New
$101K - $109K
1.03K $102K
Aug 13, 2024 Q2 2024
Ubs Asset Management Americas Inc

Chicago, IL
BUY
 -
160
New
$15.7K - $17K
160 $15.9K
Dec 26, 2024 Q2 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
116
New
$11.4K - $12.3K
116 $11.5K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
109
New
$10.7K - $11.6K
109 $10.8K
Q1 2024
May 15, 2024 Q1 2024
Gts Securities LLC

New York, NY
BUY
 -
15.6K
New
$1.54M - $1.68M
15.6K $1.55M
May 07, 2024 Q1 2024
Choate Investment Advisors

Boston, MA
BUY
 -
2.75K
New
$270K - $296K
2.75K $273K
May 13, 2024 Q1 2024
Envestnet Asset Management Inc

BUY
 -
2.02K
New
$199K - $217K
2.02K $201K
May 10, 2024 Q1 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
375
New
$36.9K - $40.3K
375 $37.2K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
253
+ 3.95%
$24.9K - $27.2K
6.66K $662K
Apr 30, 2024 Q1 2024
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
BUY
 -
250
New
$24.6K - $26.9K
250 $24.8K
Apr 19, 2024 Q1 2024
Cutler Group LP

BUY
 PUT
100
New
$9.84K - $10.8K
100 $9.93K
May 03, 2024 Q1 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
75
New
$7.38K - $8.06K
75 $7.45K

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