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 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
830+ 5.28% |
$33.8K - $38.5K
|
16.6K
$735K
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.1KNew |
$44.5K - $50.7K
|
1.1K
$48.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-207- 1.11% |
$8.42K - $9.59K
|
18.5K
$822K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-996- 1.74% |
$40.5K - $46.1K
|
56.3K
$2.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.32K+ 7.6% |
$94.5K - $108K
|
32.9K
$1.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.44K+ 0.92% |
$99.2K - $113K
|
268K
$11.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.19K- 14.02% |
$130K - $148K
|
19.6K
$869K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.21K+ 170.5% |
$171K - $195K
|
6.68K
$296K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66K+ 104.98% |
$2.69M - $3.06M
|
129K
$5.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.09K+ 1.49% |
$44.4K - $50.5K
|
74.3K
$3.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
675+ 17.09% |
$27.5K - $31.3K
|
4.63K
$205K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
4+ 0.04% |
$163 - $185
|
11.4K
$506K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.36K- 18.54% |
$55.4K - $63.1K
|
5.99K
$266K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.9KNew |
$281K - $320K
|
6.9K
$306K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-132- 0.95% |
$5.37K - $6.12K
|
13.7K
$609K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5+ 0.05% |
$203 - $232
|
10.9K
$485K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-191- 1.09% |
$7.77K - $8.85K
|
17.3K
$768K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
897+ 15.18% |
$36.5K - $41.6K
|
6.81K
$302K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.03KNew |
$367K - $418K
|
9.03K
$401K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-752- 2.51% |
$30.6K - $34.8K
|
29.2K
$1.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
400+ 5.75% |
$16.3K - $18.5K
|
7.36K
$326K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
64+ 0.06% |
$2.6K - $2.97K
|
115K
$5.11M
|
|
|
Nov 05, 2025
Q3 2025
|
Solitude Financial Services
|
BUY
|
- |
4.55KNew |
$185K - $211K
|
4.55K
$202K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-80- 3.1% |
$3.25K - $3.71K
|
2.5K
$111K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
416+ 437.89% |
$16.9K - $19.3K
|
511
$22.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.74K+ 1612.04% |
$70.8K - $80.7K
|
1.85K
$82.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$203 - $232
|
12.3K
$544K
|
|
|
Nov 04, 2025
Q3 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-2.95K- 17.2% |
$120K - $137K
|
14.2K
$630K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.53KNew |
$184K - $210K
|
4.53K
$201K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.8K+ 53.46% |
$684K - $779K
|
48.3K
$2.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1- 0.02% |
$40.7 - $46.3
|
5.18K
$230K
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-375- 1.56% |
$15.3K - $17.4K
|
23.6K
$1.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
140New |
$5.7K - $6.49K
|
140
$6.21K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.77K+ 5.14% |
$72.2K - $82.2K
|
36.3K
$1.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.2K- 28.69% |
$1.11M - $1.26M
|
67.6K
$3M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
305+ 72.62% |
$12.4K - $14.1K
|
725
$32.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-620- 8.48% |
$25.2K - $28.7K
|
6.69K
$297K
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.24% |
$570 - $649
|
5.81K
$258K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
6KNew |
$244K - $278K
|
6K
$266K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
104+ 1.45% |
$4.23K - $4.82K
|
7.25K
$322K
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-665- 4.33% |
$27.1K - $30.8K
|
14.7K
$652K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.22K- 5.39% |
$131K - $149K
|
56.5K
$2.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-5- 0.19% |
$203 - $232
|
2.64K
$117K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.44K- 1.09% |
$58.4K - $66.5K
|
130K
$5.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-593- 5.35% |
$24.1K - $27.5K
|
10.5K
$466K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-6.38K- 3.31% |
$259K - $296K
|
186K
$8.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.67K- 4.99% |
$68K - $77.4K
|
31.8K
$1.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
13+ 0.19% |
$529 - $602
|
6.97K
$309K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.34KNew |
$136K - $155K
|
3.34K
$148K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-591- 2.13% |
$24K - $27.4K
|
27.2K
$1.21M
|
|