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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-184- 13.6% |
$7.51K - $8.35K
|
1.17K
$50.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
345New |
$14.1K - $15.7K
|
345
$14.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-18- 0.05% |
$735 - $817
|
39.8K
$1.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2K- 24.54% |
$81.6K - $90.8K
|
6.15K
$266K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.71K+ 51.32% |
$69.7K - $77.5K
|
5.04K
$218K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-55- 67.9% |
$2.25K - $2.5K
|
26
$1.12K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
198+ 1.68% |
$8.08K - $8.99K
|
12K
$518K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
27.8KNew |
$1.13M - $1.26M
|
27.8K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
17.5KNew |
$713K - $793K
|
17.5K
$756K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-116- 1.67% |
$4.74K - $5.27K
|
6.84K
$296K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.61K+ 2.14% |
$65.5K - $72.9K
|
76.6K
$3.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
31+ 0.38% |
$1.27K - $1.41K
|
8.28K
$358K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-147- 0.52% |
$6K - $6.67K
|
27.9K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-5.6K- 0.64% |
$229K - $254K
|
864K
$37.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.27K+ 5.66% |
$215K - $239K
|
98.4K
$4.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-16.7K- 5.68% |
$681K - $758K
|
277K
$12M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.05K+ 2.89% |
$42.8K - $47.6K
|
37.4K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
520+ 10.12% |
$21.2K - $23.6K
|
5.66K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.11K+ 10.42% |
$86.3K - $95.9K
|
22.4K
$969K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.19KNew |
$334K - $372K
|
8.19K
$354K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-2.51K- 33.48% |
$102K - $114K
|
4.98K
$215K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
89.1K+ 512.92% |
$3.64M - $4.04M
|
106K
$4.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.84K- 13.69% |
$238K - $265K
|
36.8K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
77+ 0.51% |
$3.14K - $3.5K
|
15.2K
$659K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-152- 1.06% |
$6.2K - $6.9K
|
14.2K
$615K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-11- 4.68% |
$449 - $499
|
224
$9.69K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.19KNew |
$89.4K - $99.4K
|
2.19K
$94.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 4.32% |
$112K - $125K
|
60.9K
$2.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
55+ 2.02% |
$2.25K - $2.5K
|
2.77K
$120K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-204- 17.74% |
$8.33K - $9.26K
|
946
$40.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
9+ 0.08% |
$367 - $409
|
11.4K
$493K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2+ 0.52% |
$81.6 - $90.8
|
390
$16.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.24K+ 502.25% |
$91.2K - $101K
|
2.68K
$116K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-3.07K- 1.58% |
$125K - $139K
|
191K
$8.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
628KNew |
$25.6M - $28.5M
|
628K
$27.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
26+ 0.07% |
$1.06K - $1.18K
|
36K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
42+ 0.55% |
$1.71K - $1.91K
|
7.73K
$335K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-840- 0.49% |
$34.3K - $38.1K
|
170K
$7.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.03K- 21.56% |
$42.2K - $46.9K
|
3.76K
$163K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-208- 0.49% |
$8.49K - $9.44K
|
42.3K
$1.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-379- 2.46% |
$15.5K - $17.2K
|
15K
$650K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
826+ 2.91% |
$33.7K - $37.5K
|
29.2K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.21K- 22.25% |
$131K - $146K
|
11.2K
$485K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
42.3KNew |
$1.73M - $1.92M
|
42.3K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.38K- 15.45% |
$56.5K - $62.8K
|
7.57K
$328K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
403+ 4.89% |
$16.5K - $18.3K
|
8.64K
$374K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.34K+ 206.72% |
$177K - $197K
|
6.43K
$278K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
47.9KNew |
$1.95M - $2.17M
|
47.9K
$2.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.24K- 8.81% |
$132K - $147K
|
33.5K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-214- 0.94% |
$8.74K - $9.71K
|
22.4K
$971K
|