Latest Institutional Sells of Invesco Ftse Rafi Us 1500 Smal (PRFZ)
This list provides information on the latest institutional transactions involving Invesco Ftse Rafi Us 1500 Smal (PRFZ) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-205- 2.59% |
$7.72K - $8.61K
|
7.71K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-189- 0.67% |
$7.12K - $7.94K
|
28.1K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-184- 0.83% |
$6.93K - $7.73K
|
22K
$926K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-183- 4.97% |
$6.9K - $7.69K
|
3.5K
$147K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-173- 4.81% |
$6.52K - $7.27K
|
3.43K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-169- 0.16% |
$6.37K - $7.1K
|
109K
$4.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-140- 0.22% |
$5.28K - $5.88K
|
63.6K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-120- 1.49% |
$4.52K - $5.04K
|
7.96K
$335K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-113- 3.99% |
$4.26K - $4.75K
|
2.72K
$114K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-70- 1.59% |
$2.64K - $2.94K
|
4.34K
$182K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-68- 0.52% |
$2.56K - $2.86K
|
13.1K
$549K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-64- 0.02% |
$2.41K - $2.69K
|
294K
$12.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.07% |
$1.88K - $2.1K
|
67.7K
$2.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-35- 1.07% |
$1.32K - $1.47K
|
3.23K
$136K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-34- 0.28% |
$1.28K - $1.43K
|
12.2K
$511K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-25- 0.28% |
$942 - $1.05K
|
8.96K
$377K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-24- 0.43% |
$904 - $1.01K
|
5.61K
$236K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.5K- 72.76% |
$1.07M - $1.17M
|
11K
$464K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-17.7K- 43.82% |
$642K - $703K
|
22.7K
$957K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-6.14K- 13.4% |
$222K - $243K
|
39.7K
$1.67M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-4.95K- 8.26% |
$179K - $196K
|
55K
$2.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.63K- 11.89% |
$167K - $183K
|
34.3K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.89K- 7.62% |
$105K - $114K
|
35K
$1.47M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.86K- 88.45% |
$103K - $113K
|
373
$15.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-1.94K- 2.32% |
$70.2K - $76.9K
|
81.8K
$3.44M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.58K- 90.8% |
$57.2K - $62.6K
|
160
$6.73K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.29K- 24.93% |
$46.7K - $51.1K
|
3.89K
$163K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.2K- 20.69% |
$43.4K - $47.5K
|
4.6K
$193K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-595- 28.67% |
$21.5K - $23.6K
|
1.48K
$62.2K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-419- 11.87% |
$15.2K - $16.6K
|
3.11K
$131K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-300- 8.55% |
$10.9K - $11.9K
|
3.21K
$135K
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-229- 0.52% |
$8.29K - $9.07K
|
44.1K
$1.86M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-220- 2.27% |
$7.96K - $8.71K
|
9.48K
$399K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-93- 1.32% |
$3.36K - $3.68K
|
6.96K
$293K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-5- 0.48% |
$181 - $198
|
1.04K
$43.7K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-648K- 3.09% |
$22.9M - $25.5M
|
20.4M
$856M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2.53K- 23.69% |
$89.5K - $99.4K
|
8.15K
$343K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-500- 46.51% |
$17.7K - $19.6K
|
575
$24.2K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-485- 6.81% |
$17.2K - $19.1K
|
6.64K
$279K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-404- 7.22% |
$14.3K - $15.9K
|
5.19K
$218K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-264- 81.23% |
$9.34K - $10.4K
|
61
$2.57K
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-137- 1.33% |
$4.85K - $5.38K
|
10.2K
$428K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-130- 1.66% |
$4.6K - $5.11K
|
7.7K
$324K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-8.76K- 18.43% |
$266K - $334K
|
38.8K
$1.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5.48K- 44.6% |
$166K - $209K
|
6.8K
$286K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-4.4K- 9.5% |
$134K - $168K
|
41.9K
$1.76M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.24K- 2.69% |
$68K - $85.3K
|
80.8K
$3.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-800- 11.31% |
$24.3K - $30.5K
|
6.27K
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-688- 1.98% |
$20.9K - $26.2K
|
34K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-520- 5.31% |
$15.8K - $19.8K
|
9.27K
$390K
|
|