Purchases and Sales Made in Q1 2025 in Invesco Ftse Rafi Us 1500 Smal (PRFZ)
This table provides information about the institutional ownership of Invesco Ftse Rafi Us 1500 Smal (PRFZ) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO FTSE RAFI US 1500 SMAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
87.7K+ 6114.92% |
$3.28M - $3.8M
|
89.1K
$3.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
50.4K+ 207.83% |
$1.88M - $2.18M
|
74.6K
$2.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.9K+ 9.91% |
$705K - $819K
|
210K
$7.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
9.92K+ 4.52% |
$371K - $430K
|
230K
$8.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.82K+ 56.82% |
$255K - $296K
|
18.8K
$676K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
6.75KNew |
$252K - $293K
|
6.75K
$243K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
5.85KNew |
$218K - $253K
|
5.85K
$210K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.71KNew |
$213K - $247K
|
5.71K
$205K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.94K+ 2.77% |
$72.3K - $84K
|
71.9K
$2.58M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.55K+ 1.2% |
$57.7K - $67K
|
130K
$4.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.4K+ 11.22% |
$52.1K - $60.5K
|
13.8K
$497K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
297+ 20.77% |
$11.1K - $12.9K
|
1.73K
$62.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
275+ 266.99% |
$10.3K - $11.9K
|
378
$13.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
156+ 19.02% |
$5.83K - $6.76K
|
976
$35.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
110New |
$4.11K - $4.77K
|
110
$3.95K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
73+ 0.47% |
$2.73K - $3.16K
|
15.5K
$558K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
12+ 2.86% |
$448 - $520
|
432
$15.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
9+ 0.12% |
$336 - $390
|
7.74K
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.11% |
$37.4 - $43.4
|
909
$32.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$37.4 - $43.4
|
5.6K
$201K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-28- 0.48% |
$1.05K - $1.21K
|
5.77K
$207K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-68- 0.09% |
$2.54K - $2.95K
|
76K
$2.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-90- 0.66% |
$3.36K - $3.9K
|
13.5K
$484K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-106- 13.33% |
$3.96K - $4.6K
|
689
$24.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-122- 1.25% |
$4.56K - $5.29K
|
9.65K
$347K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-173- 1.26% |
$6.46K - $7.5K
|
13.6K
$487K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-174- 0.36% |
$6.5K - $7.54K
|
47.7K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-179- 1.37% |
$6.69K - $7.76K
|
12.9K
$465K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-258- 3.41% |
$9.64K - $11.2K
|
7.32K
$263K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-464- 1.09% |
$17.3K - $20.1K
|
42.3K
$1.52M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-741- 14.88% |
$27.7K - $32.1K
|
4.24K
$152K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-826- 9.56% |
$30.9K - $35.8K
|
7.82K
$281K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-886- 3.52% |
$33.1K - $38.4K
|
24.3K
$873K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.05K- 11.54% |
$39.3K - $45.6K
|
8.07K
$290K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-1.06K- 2.51% |
$39.7K - $46.1K
|
41.3K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 2.06% |
$46.8K - $54.3K
|
59.6K
$2.14M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.51K- 1.54% |
$56.2K - $65.3K
|
96.3K
$3.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.53K- 2.77% |
$57K - $66.1K
|
53.5K
$1.92M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.8K- 9.57% |
$104K - $121K
|
26.4K
$949K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.4K- 2.49% |
$127K - $147K
|
133K
$4.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-3.46K- 3.25% |
$129K - $150K
|
103K
$3.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-4.21K- 12.71% |
$157K - $183K
|
28.9K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-5.85KClosed |
$218K - $253K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.45K- 12.94% |
$315K - $366K
|
56.8K
$2.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-8.67K- 5.09% |
$324K - $376K
|
162K
$5.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.1K- 1.89% |
$379K - $439K
|
525K
$18.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-27.7K- 99.85% |
$1.04M - $1.2M
|
42
$1.51K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-86.8K- 97.36% |
$3.24M - $3.76M
|
2.35K
$84.6K
|