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 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.93K- 2.99% |
$324K - $360K
|
258K
$9.76M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.42% |
$40.8 - $45.4
|
240
$9.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.71K- 21.0% |
$355K - $395K
|
32.8K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.42% |
$81.6 - $90.8
|
477
$18.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
92+ 0.52% |
$3.76K - $4.18K
|
17.9K
$679K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.2K- 9.67% |
$89.9K - $99.9K
|
20.6K
$780K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
38.2K+ 10.26% |
$1.56M - $1.73M
|
410K
$15.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.4K+ 19.68% |
$98K - $109K
|
14.6K
$553K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-80- 0.44% |
$3.27K - $3.63K
|
18K
$680K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.06% |
$81.6 - $90.8
|
3.43K
$130K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
671+ 16.99% |
$27.4K - $30.5K
|
4.62K
$175K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
132KNew |
$5.39M - $5.99M
|
132K
$5M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
2.34K+ 5.86% |
$95.4K - $106K
|
42.2K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.52K+ 41.41% |
$185K - $205K
|
15.4K
$586K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.64K- 1.47% |
$67.1K - $74.6K
|
110K
$4.18M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
33+ 0.13% |
$1.35K - $1.5K
|
26.1K
$990K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.2K+ 11.8% |
$498K - $553K
|
115K
$4.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-458K- 2.27% |
$18.7M - $20.8M
|
19.7M
$746M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
13+ 0.13% |
$531 - $590
|
9.77K
$370K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.01MNew |
$41.2M - $45.8M
|
1.01M
$38.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.93KNew |
$242K - $269K
|
5.93K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-93- 0.91% |
$3.8K - $4.22K
|
10.2K
$385K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
147+ 4.2% |
$6K - $6.67K
|
3.65K
$138K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-18- 0.05% |
$735 - $817
|
39.8K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-184- 13.6% |
$7.51K - $8.35K
|
1.17K
$44.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
345New |
$14.1K - $15.7K
|
345
$13.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.91K+ 18.79% |
$78.1K - $86.9K
|
12.1K
$459K
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
17.5KNew |
$713K - $793K
|
17.5K
$662K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-55- 67.9% |
$2.25K - $2.5K
|
26
$985
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
198+ 1.68% |
$8.08K - $8.99K
|
12K
$454K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.71K+ 51.32% |
$69.7K - $77.5K
|
5.04K
$191K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.61K+ 2.14% |
$65.5K - $72.9K
|
76.6K
$2.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-116- 1.67% |
$4.74K - $5.27K
|
6.84K
$259K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
31+ 0.38% |
$1.27K - $1.41K
|
8.28K
$314K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-5.6K- 0.64% |
$229K - $254K
|
864K
$32.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.27K+ 5.66% |
$215K - $239K
|
98.4K
$3.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-147- 0.52% |
$6K - $6.67K
|
27.9K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-16.7K- 5.68% |
$681K - $758K
|
277K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-152- 1.06% |
$6.2K - $6.9K
|
14.2K
$539K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.05K+ 2.89% |
$42.8K - $47.6K
|
37.4K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
520+ 10.12% |
$21.2K - $23.6K
|
5.66K
$214K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.11K+ 10.42% |
$86.3K - $95.9K
|
22.4K
$849K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
89.1K+ 512.92% |
$3.64M - $4.04M
|
106K
$4.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.84K- 13.69% |
$238K - $265K
|
36.8K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-2.51K- 33.48% |
$102K - $114K
|
4.98K
$189K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.19KNew |
$334K - $372K
|
8.19K
$310K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
77+ 0.51% |
$3.14K - $3.5K
|
15.2K
$578K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-11- 4.68% |
$449 - $499
|
224
$8.49K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.19KNew |
$89.4K - $99.4K
|
2.19K
$83K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-204- 17.74% |
$8.33K - $9.26K
|
946
$35.9K
|