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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
47.9KNew |
$1.95M - $2.17M
|
47.9K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.24K- 8.81% |
$132K - $147K
|
33.5K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.38K- 15.45% |
$56.5K - $62.8K
|
7.57K
$326K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
403+ 4.89% |
$16.5K - $18.3K
|
8.64K
$372K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.86K- 40.86% |
$75.7K - $84.2K
|
2.69K
$116K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-214- 0.94% |
$8.74K - $9.71K
|
22.4K
$967K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-3.46K- 17.49% |
$141K - $157K
|
16.3K
$703K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-8- 0.14% |
$327 - $363
|
5.6K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.63K+ 3.52% |
$189K - $210K
|
136K
$5.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-916- 1.19% |
$37.4K - $41.6K
|
76K
$3.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
12.4KNew |
$508K - $565K
|
12.4K
$536K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
63+ 3.55% |
$2.57K - $2.86K
|
1.84K
$79.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-18- 1.43% |
$735 - $817
|
1.24K
$53.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
179+ 21.23% |
$7.31K - $8.12K
|
1.02K
$44K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-580- 5.51% |
$23.7K - $26.3K
|
9.95K
$429K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.32K- 0.69% |
$53.7K - $59.7K
|
191K
$8.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
30+ 0.12% |
$1.22K - $1.36K
|
24.2K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.02K- 0.79% |
$41.4K - $46.1K
|
128K
$5.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-55- 0.22% |
$2.25K - $2.5K
|
25.2K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
415+ 4.76% |
$16.9K - $18.8K
|
9.13K
$393K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.66K- 45.13% |
$190K - $212K
|
5.67K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.82K- 67.85% |
$74.1K - $82.4K
|
860
$37K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-385- 3.78% |
$15.7K - $17.5K
|
9.8K
$422K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
100New |
$4.08K - $4.54K
|
100
$4.31K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.06K- 2.86% |
$84.1K - $93.5K
|
69.9K
$3.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
681+ 1.99% |
$27.8K - $30.9K
|
34.9K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.14K- 9.62% |
$87.2K - $97K
|
20.1K
$865K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8- 0.07% |
$327 - $363
|
12.2K
$524K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.39K- 3.15% |
$56.7K - $63.1K
|
42.7K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.48K- 3.65% |
$101K - $112K
|
65.3K
$2.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
32+ 0.55% |
$1.31K - $1.45K
|
5.8K
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.46KNew |
$59.7K - $66.4K
|
1.46K
$63K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 0.55% |
$204 - $227
|
908
$39.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.56% |
$1.31K - $1.45K
|
5.77K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
13.9K+ 6.75% |
$567K - $631K
|
220K
$9.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-4.47K- 11.87% |
$182K - $203K
|
33.2K
$1.43M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-670- 0.05% |
$27.3K - $30.4K
|
1.28M
$55M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.31K- 2.31% |
$94.3K - $105K
|
97.8K
$4.21M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.51% |
$40.8 - $45.4
|
198
$8.53K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
71+ 0.53% |
$2.9K - $3.22K
|
13.6K
$584K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.3K+ 23.09% |
$388K - $433K
|
54.9K
$2.37M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
36.3KNew |
$1.37M - $1.53M
|
36.3K
$1.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
27+ 0.13% |
$1.02K - $1.13K
|
21K
$904K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.27K- 11.42% |
$47.7K - $53.2K
|
9.82K
$423K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.41% |
$75.4 - $84
|
488
$21K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6+ 0.09% |
$226 - $252
|
6.55K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.41KNew |
$204K - $227K
|
5.41K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-189- 0.67% |
$7.12K - $7.94K
|
28.1K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.27KNew |
$47.8K - $53.3K
|
1.27K
$54.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.88K- 10.89% |
$109K - $121K
|
23.6K
$1.02M
|
|