Latest Institutional Transactions on Invesco Ftse Rafi Us 1500 Smal (PRFZ)
This table provides information on the latest institutional transactions involving Invesco Ftse Rafi Us 1500 Smal (PRFZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.55K+ 1.2% |
$57.7K - $67K
|
130K
$4.58M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.8K- 9.57% |
$104K - $121K
|
26.4K
$931K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.53K- 2.77% |
$57K - $66.1K
|
53.5K
$1.89M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-741- 14.88% |
$27.7K - $32.1K
|
4.24K
$150K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-173- 1.26% |
$6.46K - $7.5K
|
13.6K
$478K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-258- 3.41% |
$9.64K - $11.2K
|
7.32K
$258K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.05K- 11.54% |
$39.3K - $45.6K
|
8.07K
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-886- 3.52% |
$33.1K - $38.4K
|
24.3K
$857K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.11% |
$37.4 - $43.4
|
909
$32.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.45K- 12.94% |
$315K - $366K
|
56.8K
$2M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-68- 0.09% |
$2.54K - $2.95K
|
76K
$2.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.1K- 1.89% |
$379K - $439K
|
525K
$18.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.9K+ 9.91% |
$705K - $819K
|
210K
$7.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-3.46K- 3.25% |
$129K - $150K
|
103K
$3.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.71KNew |
$213K - $247K
|
5.71K
$201K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.4K+ 11.22% |
$52.1K - $60.5K
|
13.8K
$488K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
6.75KNew |
$252K - $293K
|
6.75K
$238K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
156+ 19.02% |
$5.83K - $6.76K
|
976
$34.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-86.8K- 97.36% |
$3.24M - $3.76M
|
2.35K
$83K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
50.4K+ 207.83% |
$1.88M - $2.18M
|
74.6K
$2.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-4.21K- 12.71% |
$157K - $183K
|
28.9K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-28- 0.48% |
$1.05K - $1.21K
|
5.77K
$204K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.94K+ 2.77% |
$72.3K - $84K
|
71.9K
$2.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
9.92K+ 4.52% |
$371K - $430K
|
230K
$8.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-90- 0.66% |
$3.36K - $3.9K
|
13.5K
$475K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-8.67K- 5.09% |
$324K - $376K
|
162K
$5.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-464- 1.09% |
$17.3K - $20.1K
|
42.3K
$1.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-27.7K- 99.85% |
$1.04M - $1.2M
|
42
$1.48K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-1.06K- 2.51% |
$39.7K - $46.1K
|
41.3K
$1.46M
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
9+ 0.12% |
$336 - $390
|
7.74K
$273K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.51K- 1.54% |
$56.2K - $65.3K
|
96.3K
$3.4M
|
|
| Q4 2024 | |||||||
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$535K - $595K
|
13.1K
$463K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
12KNew |
$491K - $546K
|
12K
$424K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.48% |
$245 - $272
|
1.25K
$44.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-398- 1.9% |
$16.2K - $18.1K
|
20.6K
$726K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.15K- 1.13% |
$87.8K - $97.7K
|
188K
$6.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-254K- 45.92% |
$10.4M - $11.6M
|
300K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
505+ 23.71% |
$20.6K - $22.9K
|
2.64K
$93K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
270+ 2.91% |
$11K - $12.3K
|
9.56K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
64+ 1.66% |
$2.61K - $2.9K
|
3.91K
$138K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
84.6K+ 174.79% |
$3.45M - $3.84M
|
133K
$4.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25K+ 3.75% |
$1.02M - $1.13M
|
691K
$24.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.56KNew |
$63.5K - $70.6K
|
1.56K
$54.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.88K+ 59.68% |
$240K - $267K
|
15.7K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
57.2K+ 2.24% |
$2.33M - $2.6M
|
2.61M
$92.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-57- 1.02% |
$2.33K - $2.59K
|
5.51K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-55K- 4.0% |
$2.25M - $2.5M
|
1.32M
$46.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 14.71% |
$73.1K - $81.2K
|
10.4K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.5K+ 10.61% |
$102K - $114K
|
26.1K
$920K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
48.1K+ 7.66% |
$1.96M - $2.18M
|
676K
$23.9M
|
|