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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
160New |
$15.7K - $17K
|
160
$18.5K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
109New |
$10.7K - $11.6K
|
109
$12.6K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
45New |
$4.41K - $4.78K
|
45
$5.2K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.75KNew |
$270K - $296K
|
2.75K
$318K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
253+ 3.95% |
$24.9K - $27.2K
|
6.66K
$770K
|
|
|
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
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
75New |
$7.38K - $8.06K
|
75
$8.67K
|
|
| 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 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
237+ 3.31% |
$19.8K - $25.8K
|
7.39K
$855K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
7+ 0.26% |
$584 - $761
|
2.75K
$318K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.28KNew |
$469K - $528K
|
5.28K
$610K
|
|
| 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
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
79.9KNew |
$6.8M - $8.53M
|
79.9K
$9.24M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
52.6KNew |
$4.48M - $5.62M
|
52.6K
$6.08M
|
|
|
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
|
|
|
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
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.19KNew |
$356K - $447K
|
4.19K
$484K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
800New |
$68.1K - $85.4K
|
800
$92.5K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
215New |
$18.3K - $23K
|
215
$24.9K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
100New |
$8.51K - $10.7K
|
100
$11.6K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15New |
$1.28K - $1.6K
|
15
$1.73K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
26.6KNew |
$2.09M - $2.52M
|
26.6K
$3.07M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
5.59KNew |
$438K - $528K
|
5.59K
$646K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
337New |
$26.4K - $31.9K
|
337
$39K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
276New |
$21.7K - $26.1K
|
276
$31.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
180New |
$14.1K - $17K
|
180
$20.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
135New |
$10.6K - $12.8K
|
135
$15.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
17+ 10.9% |
$1.33K - $1.61K
|
173
$20K
|
|
| 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 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.25KNew |
$172K - $213K
|
2.25K
$260K
|
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
22+ 0.82% |
$1.68K - $2.08K
|
2.7K
$312K
|
|
| Q2 2022 | |||||||
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
55.2K+ 538.55% |
$4.52M - $5.46M
|
65.5K
$7.57M
|
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
12.3KNew |
$1M - $1.21M
|
12.3K
$1.42M
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
11.8KNew |
$967K - $1.17M
|
11.8K
$1.37M
|
|
|
Jul 26, 2022
Q2 2022
|
Brendel Financial Advisors LLC
|
BUY
|
- |
5.7KNew |
$466K - $564K
|
5.7K
$659K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.98K+ 18.33% |
$326K - $394K
|
25.7K
$2.97M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
1.2KNew |
$98.1K - $119K
|
1.2K
$139K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
100New |
$8.18K - $9.88K
|
100
$11.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
BUY
|
- |
60+ 2.44% |
$4.91K - $5.93K
|
2.52K
$291K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.5KNew |
$2.41M - $2.65M
|
26.5K
$3.07M
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
BUY
|
- |
238New |
$21.7K - $23.8K
|
238
$27.5K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
8.72KNew |
$790K - $917K
|
8.72K
$1.01M
|
|