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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2020
Q2 2020
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-12.3KClosed |
$1.01M - $1.53M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5Closed |
$397 - $695
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-553Closed |
$43.9K - $76.8K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.91KClosed |
$151K - $265K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.54KClosed |
$122K - $214K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.23KClosed |
$177K - $310K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Horan Securities, Inc.
|
BUY
|
- |
54New |
$4.28K - $7.5K
|
54
$2.4K
|
|
|
May 01, 2020
Q1 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-107Closed |
$8.49K - $14.9K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.96KClosed |
$155K - $272K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Essex Savings Bank
|
SELL
|
- |
-1.49KClosed |
$118K - $207K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Lincoln National Corp
|
SELL
|
- |
-1.68KClosed |
$133K - $234K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-96Closed |
$7.61K - $13.3K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-20.2KClosed |
$1.61M - $2.81M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-466Closed |
$57.3K - $64.1K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-25.3KClosed |
$3.11M - $3.48M
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-10Closed |
$1.23K - $1.38K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-86Closed |
$10.6K - $11.8K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-18Closed |
$2.21K - $2.48K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-72Closed |
$8.86K - $9.9K
|
0
$0
|
|
|
Jan 06, 2020
Q4 2019
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-237Closed |
$29.2K - $32.6K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 20, 2019
Q3 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-6.93KClosed |
$826K - $909K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.71KClosed |
$204K - $224K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-328Closed |
$39.1K - $43K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-620Closed |
$74K - $81.3K
|
0
$0
|
|
| Q2 2019 | |||||||
|
May 10, 2024
Q2 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.21KNew |
$265K - $295K
|
2.21K
$97.9K
|
|
|
Feb 09, 2021
Q2 2019
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-907Closed |
$109K - $121K
|
0
$0
|
|
|
Aug 20, 2019
Q2 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-300Closed |
$36K - $40.1K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-6.22KClosed |
$746K - $831K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-563Closed |
$67.6K - $75.2K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-275Closed |
$33K - $36.8K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Jnba Financial Advisors
|
SELL
|
- |
-250Closed |
$30K - $33.4K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-23Closed |
$2.76K - $3.07K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.39KClosed |
$407K - $453K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 06, 2019
Q1 2019
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-106Closed |
$12K - $14.1K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-40Closed |
$4.51K - $5.33K
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Bray Capital Advisors
|
SELL
|
- |
-273Closed |
$30.8K - $36.4K
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
3.25KNew |
$366K - $433K
|
3.25K
$144K
|
|
|
Apr 12, 2019
Q1 2019
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-50Closed |
$5.64K - $6.67K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-75- 98.68% |
$8.04K - $10.6K
|
1
$44.4
|
|
|
Feb 13, 2019
Q4 2018
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.98KClosed |
$213K - $279K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-256Closed |
$27.5K - $36K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Copperwynd Financial, LLC
|
SELL
|
- |
-24.1KClosed |
$2.58M - $3.39M
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.43KClosed |
$154K - $202K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Destination Wealth Management
|
SELL
|
- |
-98Closed |
$10.5K - $13.8K
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Estate Counselors, LLC
|
SELL
|
- |
-69.9KClosed |
$7.5M - $9.84M
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-315Closed |
$33.8K - $44.3K
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Old National Bancorp
|
SELL
|
- |
-1.51KClosed |
$161K - $212K
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1KClosed |
$107K - $141K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-654Closed |
$91.3K - $95.5K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-74Closed |
$10.3K - $10.8K
|
0
$0
|
|