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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
7.07KNew |
$215K - $270K
|
7.07K
$268K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
389New |
$11.8K - $14.8K
|
389
$14.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-4.4K- 9.5% |
$134K - $168K
|
41.9K
$1.59M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-8.76K- 18.43% |
$266K - $334K
|
38.8K
$1.47M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-235- 44.34% |
$7.14K - $8.97K
|
295
$11.2K
|
|
| Q3 2023 | |||||||
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
456+ 400.0% |
$14.8K - $81.5K
|
570
$21.6K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-125KClosed |
$4.04M - $22.3M
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.14K+ 400.0% |
$37.1K - $205K
|
1.43K
$54.2K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
6.22K+ 400.0% |
$202K - $1.11M
|
7.78K
$295K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
76+ 400.0% |
$2.46K - $13.6K
|
95
$3.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
761+ 400.53% |
$24.7K - $136K
|
951
$36K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
312+ 400.0% |
$10.1K - $55.8K
|
390
$14.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.9K+ 540.91% |
$386K - $2.13M
|
14.1K
$534K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
376+ 400.0% |
$12.2K - $67.2K
|
470
$17.8K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
308+ 400.0% |
$9.99K - $55.1K
|
385
$14.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.8K+ 400.0% |
$188K - $1.04M
|
7.25K
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.27K+ 400.0% |
$41.2K - $227K
|
1.59K
$60.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
524+ 400.0% |
$17K - $93.7K
|
655
$24.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
148+ 400.0% |
$4.8K - $26.5K
|
185
$7.01K
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
7.5KNew |
$243K - $1.34M
|
7.5K
$284K
|
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
8.4K+ 400.0% |
$272K - $1.5M
|
10.5K
$398K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.28K+ 536.09% |
$204K - $1.12M
|
7.46K
$283K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.46K+ 400.0% |
$112K - $619K
|
4.33K
$164K
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
5.61K+ 402.29% |
$182K - $1M
|
7.01K
$266K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
336+ 400.0% |
$10.9K - $60.1K
|
420
$15.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
711+ 150.0% |
$23.1K - $127K
|
1.19K
$44.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.05K+ 399.24% |
$34K - $188K
|
1.31K
$49.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.94K+ 400.0% |
$192K - $1.06M
|
7.42K
$281K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.68K+ 400.0% |
$54.5K - $300K
|
2.1K
$79.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
85.2K+ 400.0% |
$2.76M - $15.2M
|
107K
$4.04M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
12.7K+ 367.25% |
$412K - $2.27M
|
16.2K
$613K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
6.32K+ 400.0% |
$205K - $1.13M
|
7.91K
$300K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.78K+ 400.0% |
$123K - $676K
|
4.73K
$179K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
216+ 400.0% |
$7K - $38.6K
|
270
$10.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
500+ 400.0% |
$16.2K - $89.4K
|
625
$23.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
89.8K+ 400.0% |
$2.91M - $16.1M
|
112K
$4.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
85New |
$2.76K - $15.2K
|
85
$3.22K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
6.14K+ 400.0% |
$199K - $1.1M
|
7.67K
$291K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
232+ 400.0% |
$7.52K - $41.5K
|
290
$11K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.66KNew |
$53.7K - $296K
|
1.66K
$62.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
32New |
$1.04K - $5.72K
|
32
$1.21K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-20- 38.46% |
$648 - $3.58K
|
32
$1.21K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
18.8K+ 392.98% |
$608K - $3.35M
|
23.5K
$892K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
200+ 400.0% |
$6.48K - $35.8K
|
250
$9.48K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
76+ 400.0% |
$2.46K - $13.6K
|
95
$3.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
56+ 400.0% |
$1.82K - $10K
|
70
$2.65K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
5.62K+ 400.0% |
$182K - $1.01M
|
7.03K
$266K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
72+ 400.0% |
$2.33K - $12.9K
|
90
$3.41K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
90New |
$2.92K - $16.1K
|
90
$3.41K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
392+ 294.74% |
$12.7K - $70.1K
|
525
$19.9K
|
|