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, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
24New |
$904 - $1.01K
|
24
$910
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
5.96KNew |
$225K - $250K
|
5.96K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
858New |
$32.3K - $36K
|
858
$32.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
420+ 73.04% |
$15.8K - $17.6K
|
995
$37.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7+ 0.35% |
$264 - $294
|
2.02K
$76.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
5.01KNew |
$189K - $210K
|
5.01K
$190K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$188 - $210
|
13.4K
$508K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
414New |
$15.6K - $17.4K
|
414
$15.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.36K+ 58.58% |
$51.1K - $56.9K
|
3.67K
$139K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
24+ 240.0% |
$904 - $1.01K
|
34
$1.29K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.38KNew |
$52K - $58K
|
1.38K
$52.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.53K- 48.41% |
$57.5K - $64.1K
|
1.63K
$61.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
SELL
|
- |
-1.61K- 22.12% |
$60.5K - $67.4K
|
5.65K
$214K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
17.9KNew |
$674K - $751K
|
17.9K
$678K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
240New |
$9.04K - $10.1K
|
240
$9.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.95K- 4.47% |
$187K - $208K
|
106K
$4.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.95K+ 0.75% |
$262K - $292K
|
937K
$35.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2K- 22.86% |
$75.4K - $84K
|
6.75K
$256K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.56KNew |
$58.9K - $65.6K
|
1.56K
$59.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.33K- 8.83% |
$50.1K - $55.9K
|
13.7K
$520K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-70- 1.59% |
$2.64K - $2.94K
|
4.34K
$164K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-608- 7.63% |
$22.9K - $25.5K
|
7.36K
$279K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
149New |
$5.61K - $6.26K
|
149
$5.65K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-384- 16.55% |
$14.5K - $16.1K
|
1.94K
$73.4K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-205- 2.59% |
$7.72K - $8.61K
|
7.71K
$292K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2+ 0.01% |
$72.4 - $79.2
|
14.6K
$553K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-17.7K- 43.82% |
$642K - $703K
|
22.7K
$862K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
8.88KNew |
$321K - $352K
|
8.88K
$337K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.89K- 7.62% |
$105K - $114K
|
35K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
48New |
$1.74K - $1.9K
|
48
$1.82K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.38KNew |
$303K - $332K
|
8.38K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.5K- 72.76% |
$1.07M - $1.17M
|
11K
$418K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1New |
$36.2 - $39.6
|
1
$37.9
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-419- 11.87% |
$15.2K - $16.6K
|
3.11K
$118K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.2K- 20.69% |
$43.4K - $47.5K
|
4.6K
$174K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.32% |
$36.2 - $39.6
|
309
$11.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.8KNew |
$246K - $269K
|
6.8K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.48K+ 23.97% |
$126K - $138K
|
18K
$681K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-595- 28.67% |
$21.5K - $23.6K
|
1.48K
$56.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
280+ 3.97% |
$10.1K - $11.1K
|
7.33K
$278K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
7.38KNew |
$267K - $292K
|
7.38K
$280K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.79KNew |
$64.8K - $70.9K
|
1.79K
$67.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
6.77KNew |
$245K - $268K
|
6.77K
$257K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-5- 0.48% |
$181 - $198
|
1.04K
$39.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.58K- 90.8% |
$57.2K - $62.6K
|
160
$6.06K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
205New |
$7.42K - $8.12K
|
205
$7.77K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-300- 8.55% |
$10.9K - $11.9K
|
3.21K
$122K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-1.94K- 2.32% |
$70.2K - $76.9K
|
81.8K
$3.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.86K- 88.45% |
$103K - $113K
|
373
$14.1K
|
|