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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-500- 6.54% |
$15.2K - $19.1K
|
7.15K
$301K
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-491- 1.55% |
$14.9K - $18.7K
|
31.1K
$1.31M
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-235- 44.34% |
$7.14K - $8.97K
|
295
$12.4K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-235- 44.34% |
$7.14K - $8.97K
|
295
$12.4K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-156- 2.25% |
$4.74K - $5.95K
|
6.76K
$284K
|
|
Q3 2023 | |||||||
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-125KClosed |
$4.04M - $22.3M
|
0
$0
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-20- 38.46% |
$648 - $3.58K
|
32
$1.35K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-420- 2.32% |
$65.8K - $75.3K
|
17.6K
$742K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-124- 29.18% |
$19.4K - $22.2K
|
301
$12.7K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-34- 0.91% |
$5.32K - $6.1K
|
3.7K
$156K
|
|
Q4 2022 | |||||||
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-13.7K- 99.72% |
$407K - $2.33M
|
39
$1.64K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-310- 1.44% |
$9.22K - $52.8K
|
21.3K
$895K
|
|
Q2 2022 | |||||||
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-4.14KClosed |
$618K - $765K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.15KClosed |
$171K - $212K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-200Closed |
$29.8K - $36.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-129- 51.6% |
$19.2K - $23.8K
|
121
$5.09K
|
|
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
|
|
Q1 2022 | |||||||
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-14.4KClosed |
$2.47M - $2.8M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.15KClosed |
$541K - $612K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-3.01KClosed |
$518K - $586K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.78KClosed |
$479K - $542K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
SELL
|
- |
-1.68KClosed |
$288K - $327K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.2KClosed |
$207K - $234K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-1.13KClosed |
$194K - $220K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.08KClosed |
$186K - $210K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-226Closed |
$38.9K - $44K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-206Closed |
$35.4K - $40.1K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-133Closed |
$22.9K - $25.9K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-70- 4.28% |
$12K - $13.6K
|
1.57K
$65.8K
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-8- 24.24% |
$1.38K - $1.56K
|
25
$1.05K
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-2Closed |
$344 - $389
|
0
$0
|
|
Q4 2021 | |||||||
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.74KClosed |
$1.04M - $1.15M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-5.65KClosed |
$1.02M - $1.13M
|
0
$0
|
|
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
$50.5K
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-500Closed |
$90.6K - $101K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-325- 14.93% |
$58.9K - $65.3K
|
1.85K
$77.9K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-280Closed |
$50.7K - $56.3K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-200Closed |
$36.2K - $40.2K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-133- 49.08% |
$24.1K - $26.7K
|
138
$5.8K
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-87Closed |
$15.8K - $17.5K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-63Closed |
$11.4K - $12.7K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-61Closed |
$11K - $12.3K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-11Closed |
$1.99K - $2.21K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.25KClosed |
$215K - $235K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-588Closed |
$102K - $111K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-164Closed |
$28.4K - $30.9K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-103Closed |
$17.8K - $19.4K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-75Closed |
$13K - $14.1K
|
0
$0
|