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 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.47K+ 7.23% |
$357K - $398K
|
140K
$6.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
571+ 7.0% |
$21.5K - $24K
|
8.73K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
414New |
$15.6K - $17.4K
|
414
$17.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.1K+ 11.69% |
$532K - $593K
|
135K
$5.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
4.86KNew |
$183K - $204K
|
4.86K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
13.6K+ 7.12% |
$513K - $572K
|
205K
$8.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.13K+ 34.46% |
$118K - $131K
|
12.2K
$524K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.36K+ 58.58% |
$51.1K - $56.9K
|
3.67K
$157K
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.79K+ 29.8% |
$105K - $117K
|
12.2K
$522K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
24+ 240.0% |
$904 - $1.01K
|
34
$1.46K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.63K+ 0.3% |
$137K - $152K
|
1.22M
$52.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-483- 53.49% |
$18.2K - $20.3K
|
420
$18K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
53+ 0.54% |
$2K - $2.23K
|
9.85K
$423K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
20+ 0.08% |
$754 - $840
|
26.1K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
11+ 0.19% |
$414 - $462
|
5.95K
$255K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4+ 0.04% |
$151 - $168
|
10.3K
$440K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-68- 0.52% |
$2.56K - $2.86K
|
13.1K
$561K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
61.2K+ 41.95% |
$2.3M - $2.57M
|
207K
$8.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.38KNew |
$52K - $58K
|
1.38K
$59.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.84K- 6.64% |
$258K - $287K
|
96.1K
$4.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-636- 10.23% |
$24K - $26.7K
|
5.58K
$240K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.53K- 48.41% |
$57.5K - $64.1K
|
1.63K
$69.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-183- 4.97% |
$6.9K - $7.69K
|
3.5K
$150K
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
SELL
|
- |
-1.61K- 22.12% |
$60.5K - $67.4K
|
5.65K
$243K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.42% |
$37.7 - $42
|
239
$10.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
650New |
$24.5K - $27.3K
|
650
$27.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-900- 2.21% |
$33.9K - $37.8K
|
39.8K
$1.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.1K- 8.75% |
$41.5K - $46.2K
|
11.5K
$493K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
17.9KNew |
$674K - $751K
|
17.9K
$767K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-184- 0.83% |
$6.93K - $7.73K
|
22K
$946K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
240New |
$9.04K - $10.1K
|
240
$10.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 0.08% |
$301 - $336
|
9.76K
$419K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
360+ 3.41% |
$13.6K - $15.1K
|
10.9K
$469K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.95K- 4.47% |
$187K - $208K
|
106K
$4.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.95K+ 0.75% |
$262K - $292K
|
937K
$40.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.6K- 1.34% |
$135K - $151K
|
266K
$11.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
16+ 0.22% |
$603 - $672
|
7.15K
$307K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.33K- 8.83% |
$50.1K - $55.9K
|
13.7K
$589K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.56KNew |
$58.9K - $65.6K
|
1.56K
$67.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2K- 22.86% |
$75.4K - $84K
|
6.75K
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
4.49K+ 12.66% |
$169K - $188K
|
39.9K
$1.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-70- 1.59% |
$2.64K - $2.94K
|
4.34K
$186K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.8K+ 18.38% |
$669K - $746K
|
114K
$4.91M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-608- 7.63% |
$22.9K - $25.5K
|
7.36K
$316K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-384- 16.55% |
$14.5K - $16.1K
|
1.94K
$83.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
149New |
$5.61K - $6.26K
|
149
$6.4K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-205- 2.59% |
$7.72K - $8.61K
|
7.71K
$331K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.13% |
$36.2 - $39.6
|
757
$32.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2+ 0.01% |
$72.4 - $79.2
|
14.6K
$627K
|
|