Institutional Ownership Invesco Ftse Rafi Us 1500 Smal (PRFZ)
This table provides information about the institutional ownership of Invesco Ftse Rafi Us 1500 Smal (PRFZ). We have compiled data on the 298 institutions that hold shares in the stock, with a total of 43.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
575
shares
|
$23,684
0.0% of portfolio
|
Q1 2024
Reduced 46.51%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
570
shares
|
$23,478
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
525
shares
|
$21,624
0.0% of portfolio
|
Q3 2023
Added 294.74%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
477
shares
|
$19,647
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
470
shares
|
$19,359
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
421
shares
|
$17,340
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
420
shares
|
$17,299
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
420
shares
|
$17,299
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
390
shares
|
$16,064
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
390
shares
|
$16,064
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
345
shares
|
$14,210
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
300
shares
|
$12,357
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
295
shares
|
$12,151
0.0% of portfolio
|
Q4 2023
Reduced 44.34%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
295
shares
|
$12,151
0.0% of portfolio
|
Q4 2023
Reduced 44.34%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
290
shares
|
$11,945
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
289
shares
|
$11,903
0.0% of portfolio
|
Q4 2022
Added 12.89%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
270
shares
|
$11,121
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
250
shares
|
$10,297
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
240
shares
|
$9,885
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
240
shares
|
$9,885
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
224
shares
|
$9,226
0.0% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
205
shares
|
$8,443
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
205
shares
|
$8,443
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
198
shares
|
$8,155
0.0% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
185
shares
|
$7,620
0.0% of portfolio
|
Q3 2023
Added 400.0%
|