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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.14K- 5.2% |
$37.7K - $46.3K
|
20.7K
$921K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
13.1KNew |
$434K - $533K
|
13.1K
$582K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
12.2KNew |
$404K - $496K
|
12.2K
$541K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.5K- 58.87% |
$1.14M - $1.4M
|
24.1K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.28K- 16.93% |
$75.6K - $92.8K
|
11.2K
$497K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.13K+ 91.92% |
$236K - $290K
|
14.9K
$660K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.3KNew |
$176K - $216K
|
5.3K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-284- 5.25% |
$9.41K - $11.6K
|
5.13K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
250New |
$8.28K - $10.2K
|
250
$11.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-143- 93.46% |
$4.74K - $5.82K
|
10
$444
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.97KNew |
$231K - $283K
|
6.97K
$309K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-128- 27.89% |
$4.24K - $5.21K
|
331
$14.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.7K- 22.86% |
$56.2K - $68.9K
|
5.72K
$254K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
27.4KNew |
$907K - $1.11M
|
27.4K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
5.17KNew |
$171K - $210K
|
5.17K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.68K- 38.53% |
$188K - $231K
|
9.07K
$402K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5- 0.54% |
$166 - $203
|
919
$40.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.7K- 6.13% |
$56.2K - $68.9K
|
25.9K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
320New |
$10.6K - $13K
|
320
$14.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.29K- 2.35% |
$75.9K - $93.1K
|
95.2K
$4.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-170- 62.96% |
$5.63K - $6.91K
|
100
$4.44K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.9K+ 7.5% |
$1.26M - $1.54M
|
544K
$24.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-35- 0.61% |
$1.16K - $1.42K
|
5.69K
$252K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-12- 2.78% |
$398 - $488
|
420
$18.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.73KNew |
$57.4K - $70.4K
|
1.73K
$76.9K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-1.25K- 20.33% |
$41.4K - $50.8K
|
4.9K
$217K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
968+ 21.39% |
$32.1K - $39.4K
|
5.49K
$244K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-781- 13.17% |
$25.9K - $31.8K
|
5.15K
$228K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
455+ 38.92% |
$15.1K - $18.5K
|
1.62K
$72.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
515New |
$17.1K - $20.9K
|
515
$22.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1+ 0.26% |
$33.1 - $40.7
|
391
$17.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.49KNew |
$182K - $223K
|
5.49K
$243K
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
BUY
|
- |
5.01KNew |
$166K - $204K
|
5.01K
$222K
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-461- 4.06% |
$15.3K - $18.7K
|
10.9K
$484K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.96KNew |
$164K - $202K
|
4.96K
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
238New |
$7.88K - $9.68K
|
238
$10.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
328+ 32.96% |
$10.9K - $13.3K
|
1.32K
$58.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-35- 13.46% |
$1.16K - $1.42K
|
225
$9.99K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
183New |
$6.06K - $7.44K
|
183
$8.12K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-841- 6.08% |
$27.9K - $34.2K
|
13K
$577K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.04K+ 29.03% |
$34.6K - $42.5K
|
4.64K
$206K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.03K+ 19.04% |
$167K - $204K
|
31.4K
$1.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
85New |
$2.82K - $3.46K
|
85
$3.77K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.86KNew |
$94.7K - $116K
|
2.86K
$127K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.39KNew |
$179K - $219K
|
5.39K
$239K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
275New |
$9.11K - $11.2K
|
275
$12.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-5.02K- 9.38% |
$166K - $204K
|
48.4K
$2.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
5.04KNew |
$167K - $205K
|
5.04K
$224K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
485New |
$16.1K - $19.7K
|
485
$21.5K
|
|