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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-22.7K- 5.53% |
$923K - $1.05M
|
388K
$17.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.42K+ 0.14% |
$57.7K - $65.7K
|
1.04M
$46M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.1K+ 11.31% |
$573K - $652K
|
139K
$6.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
121K+ 1036.06% |
$4.91M - $5.6M
|
132K
$5.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 0.06% |
$366 - $417
|
15.4K
$683K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.1K+ 2.13% |
$126K - $144K
|
149K
$6.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
25+ 0.15% |
$1.02K - $1.16K
|
16.5K
$731K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
565+ 7.8% |
$23K - $26.2K
|
7.81K
$346K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
415New |
$16.9K - $19.2K
|
415
$18.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.5K+ 9.37% |
$550K - $627K
|
158K
$7.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3K- 1.26% |
$122K - $139K
|
235K
$10.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
128New |
$5.21K - $5.93K
|
128
$5.68K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.36K- 1.47% |
$177K - $202K
|
293K
$13M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
878+ 18.78% |
$35.7K - $40.7K
|
5.55K
$246K
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
430+ 3.94% |
$17.5K - $19.9K
|
11.3K
$503K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-355- 18.81% |
$14.4K - $16.4K
|
1.53K
$68K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$122 - $139
|
13.2K
$585K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-773- 3.75% |
$31.4K - $35.8K
|
19.8K
$880K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.6K- 2.12% |
$592K - $674K
|
672K
$29.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-216K- 42.6% |
$8.77M - $9.99M
|
290K
$12.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
390New |
$15.9K - $18.1K
|
390
$17.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.97KNew |
$284K - $323K
|
6.97K
$309K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
3+ 0.03% |
$122 - $139
|
10.4K
$463K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
277+ 0.88% |
$11.3K - $12.8K
|
31.9K
$1.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
103K+ 29.14% |
$4.19M - $4.77M
|
456K
$20.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-26.7K- 10.48% |
$1.09M - $1.24M
|
228K
$10.1M
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.4K+ 55.22% |
$179K - $204K
|
12.4K
$549K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.26K+ 1.95% |
$133K - $151K
|
171K
$7.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.07K- 28.34% |
$43.5K - $49.6K
|
2.71K
$120K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
40+ 6.76% |
$1.63K - $1.85K
|
632
$28K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
261+ 12.43% |
$10.6K - $12.1K
|
2.36K
$105K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.46K- 2.75% |
$141K - $160K
|
122K
$5.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-933- 4.96% |
$38K - $43.2K
|
17.9K
$793K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5+ 0.07% |
$203 - $232
|
6.87K
$305K
|
|
|
Nov 12, 2025
Q3 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-742- 0.51% |
$30.2K - $34.4K
|
146K
$6.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
18.2K+ 17.61% |
$742K - $845K
|
122K
$5.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.9K+ 5.09% |
$2.4M - $2.73M
|
1.22M
$54M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7- 0.09% |
$285 - $324
|
8.16K
$362K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
11+ 0.04% |
$447 - $510
|
25.1K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
723+ 1.76% |
$29.4K - $33.5K
|
41.9K
$1.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.57K- 15.68% |
$186K - $212K
|
24.6K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-854- 1.77% |
$34.7K - $39.6K
|
47.5K
$2.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.05K- 12.41% |
$42.5K - $48.4K
|
7.37K
$327K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-756- 14.29% |
$30.8K - $35K
|
4.54K
$201K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
10.1KNew |
$410K - $467K
|
10.1K
$448K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
637+ 6.14% |
$25.9K - $29.5K
|
11K
$489K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
6.65K+ 55.58% |
$271K - $308K
|
18.6K
$826K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18+ 0.2% |
$732 - $834
|
9.02K
$400K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-76- 15.97% |
$3.09K - $3.52K
|
400
$17.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.88% |
$40.7 - $46.3
|
115
$5.1K
|
|