Latest Institutional Purchases of Invesco Fd Tr (RZV)
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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.59K+ 65.93% |
$251K - $291K
|
6.52K
$702K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.03KNew |
$196K - $228K
|
2.03K
$218K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.43K+ 19.31% |
$138K - $161K
|
8.84K
$952K
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.04K+ 7.06% |
$101K - $117K
|
15.8K
$1.71M
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
510+ 97.14% |
$49.4K - $57.3K
|
1.04K
$111K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
337+ 3.6% |
$32.6K - $37.9K
|
9.69K
$1.04M
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
266New |
$25.7K - $29.9K
|
266
$28.6K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
246+ 8.63% |
$23.8K - $27.7K
|
3.1K
$334K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
100New |
$9.68K - $11.2K
|
100
$10.8K
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
70New |
$6.78K - $7.87K
|
70
$7.54K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10+ 0.24% |
$968 - $1.12K
|
4.25K
$457K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.19% |
$387 - $450
|
2.15K
$231K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
205K+ 865.25% |
$20.1M - $21.7M
|
228K
$24.6M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.2KNew |
$1.3M - $1.41M
|
13.2K
$1.43M
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.65KNew |
$358K - $388K
|
3.65K
$393K
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
2.21KNew |
$217K - $235K
|
2.21K
$238K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.03KNew |
$101K - $109K
|
1.03K
$111K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
271+ 9.28% |
$26.6K - $28.8K
|
3.19K
$344K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
160New |
$15.7K - $17K
|
160
$17.2K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
137+ 0.29% |
$13.4K - $14.5K
|
47.4K
$5.11M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
116New |
$11.4K - $12.3K
|
116
$12.5K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
110+ 0.58% |
$10.8K - $11.7K
|
18.9K
$2.04M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
109New |
$10.7K - $11.6K
|
109
$11.7K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
64+ 0.46% |
$6.28K - $6.8K
|
14.1K
$1.52M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
39+ 0.32% |
$3.83K - $4.14K
|
12.2K
$1.32M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16+ 0.27% |
$1.57K - $1.7K
|
5.91K
$636K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7+ 0.31% |
$687 - $743
|
2.26K
$243K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.6KNew |
$1.54M - $1.68M
|
15.6K
$1.69M
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.75KNew |
$270K - $296K
|
2.75K
$296K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.02KNew |
$199K - $217K
|
2.02K
$218K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
375New |
$36.9K - $40.3K
|
375
$40.4K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
253+ 3.95% |
$24.9K - $27.2K
|
6.66K
$718K
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
250New |
$24.6K - $26.9K
|
250
$26.9K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
200+ 7.14% |
$19.7K - $21.5K
|
3K
$323K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
100New |
$9.84K - $10.8K
|
100
$10.8K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
75New |
$7.38K - $8.06K
|
75
$8.08K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
66New |
$6.49K - $7.1K
|
66
$7.11K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.13KNew |
$178K - $232K
|
2.13K
$230K
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
312+ 11.27% |
$26K - $33.9K
|
3.08K
$332K
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
237+ 3.31% |
$19.8K - $25.8K
|
7.39K
$796K
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
7+ 0.26% |
$584 - $761
|
2.75K
$296K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.28KNew |
$469K - $528K
|
5.28K
$568K
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.32K+ 5.1% |
$111K - $124K
|
27.3K
$2.94M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.32K+ 5.1% |
$111K - $124K
|
27.3K
$2.94M
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
134New |
$11.2K - $12.5K
|
134
$14.4K
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13New |
$1.09K - $1.22K
|
13
$1.4K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
79.9KNew |
$6.8M - $8.53M
|
79.9K
$8.61M
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
52.6KNew |
$4.48M - $5.62M
|
52.6K
$5.67M
|