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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
63.2KNew |
$9.42M - $11.7M
|
63.2K
$2.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-129- 51.6% |
$19.2K - $23.8K
|
121
$4.59K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.36KNew |
$202K - $251K
|
1.36K
$51.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10New |
$1.49K - $1.85K
|
10
$379
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
17New |
$2.54K - $3.14K
|
17
$644
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
559New |
$83.4K - $103K
|
559
$21.2K
|
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.15KClosed |
$171K - $212K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-24Closed |
$3.58K - $4.43K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-6Closed |
$895 - $1.11K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
47New |
$7.01K - $8.68K
|
47
$1.78K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
35New |
$5.22K - $6.46K
|
35
$1.33K
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-4.14KClosed |
$618K - $765K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
187New |
$27.9K - $34.5K
|
187
$7.09K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
332New |
$49.5K - $61.3K
|
332
$12.6K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-200Closed |
$29.8K - $36.9K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-70- 4.28% |
$12K - $13.6K
|
1.57K
$59.3K
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
29.5KNew |
$5.07M - $5.74M
|
29.5K
$1.12M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.15KClosed |
$541K - $612K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-226Closed |
$38.9K - $44K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-133Closed |
$22.9K - $25.9K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
SELL
|
- |
-1.68KClosed |
$288K - $327K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-3.01KClosed |
$518K - $586K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.2KClosed |
$207K - $234K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
728New |
$125K - $142K
|
728
$27.6K
|
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.08KClosed |
$186K - $210K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.78KClosed |
$479K - $542K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-2Closed |
$344 - $389
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-1.13KClosed |
$194K - $220K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-206Closed |
$35.4K - $40.1K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-14.4KClosed |
$2.47M - $2.8M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-8- 24.24% |
$1.38K - $1.56K
|
25
$948
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.8KClosed |
$325K - $361K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-1.2K- 50.0% |
$217K - $241K
|
1.2K
$45.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-280Closed |
$50.7K - $56.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-61Closed |
$11K - $12.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-5.65KClosed |
$1.02M - $1.13M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-200Closed |
$36.2K - $40.2K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
40New |
$7.24K - $8.04K
|
40
$1.52K
|
|
|
Feb 08, 2022
Q4 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-325- 14.93% |
$58.9K - $65.3K
|
1.85K
$70.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-63Closed |
$11.4K - $12.7K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-87Closed |
$15.8K - $17.5K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
86KNew |
$15.6M - $17.3M
|
86K
$3.26M
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-133- 49.08% |
$24.1K - $26.7K
|
138
$5.23K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.74KClosed |
$1.04M - $1.15M
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-500Closed |
$90.6K - $101K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-11Closed |
$1.99K - $2.21K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-588Closed |
$102K - $111K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-58Closed |
$10K - $10.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-75Closed |
$13K - $14.1K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-103Closed |
$17.8K - $19.4K
|
0
$0
|
|