Whipplewood Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Whipplewood Advisors, LLC

  • $152 Billion
  • Q3 2025

A detailed history of Whipplewood Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 29,212 shares of PRFZ stock, worth $1.3 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
29,212
Previous 29,964 2.51%
Holding current value
$1.3 Million
Previous $1.22 Billion 8.88%
% of portfolio
0.87%
Previous 0.67%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$40.68 - $46.33 $30,591 - $34,840
-752 Reduced 2.51%
29,212 $1.33 Billion
Q2 2025

Jul 31, 2025
BUY
$33.13 - $40.67 $991,315 - $1.22 Million
29,922 Added 71242.86%
29,964 $1.22 Billion
Q1 2025

Apr 09, 2025
SELL
$37.35 - $43.35 $1.04 Million - $1.2 Million
-27,747 Reduced 99.85%
42 $1.04 Billion
Q4 2024

Feb 04, 2025
BUY
$40.82 - $45.39 $1.13 Million - $1.26 Million
27,789 New
27,789 $1.16 Billion

Others Institutions Holding PRFZ

# of Institutions
326
Shares Held
23.4M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO FTSE RAFI US 1500 SMAL

PRFZ Quotes by TradingView
  • Ticker PRFZ
  • Sector ETFs
  • Industry ETFs
More about PRFZ
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