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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.27M+ 6.48% |
$47.6M - $55.3M
|
21M
$829M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
95.5K+ 23.28% |
$3.57M - $4.14M
|
506K
$20M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
87.7K+ 6114.92% |
$3.28M - $3.8M
|
89.1K
$3.53M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.6KNew |
$2.19M - $2.54M
|
58.6K
$2.32M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
53K+ 11.88% |
$1.98M - $2.3M
|
500K
$19.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
50.4K+ 207.83% |
$1.88M - $2.18M
|
74.6K
$2.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
43.1K+ 6.86% |
$1.61M - $1.87M
|
671K
$26.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.5K+ 5.28% |
$1.36M - $1.58M
|
728K
$28.8M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.8K+ 12.9% |
$928K - $1.08M
|
218K
$8.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
21.3K+ 2.47% |
$797K - $925K
|
885K
$35M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
20.9KNew |
$782K - $908K
|
20.9K
$829K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
19K+ 726.05% |
$708K - $821K
|
21.6K
$853K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.9K+ 9.91% |
$705K - $819K
|
210K
$8.29M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.4K+ 16.2% |
$649K - $753K
|
125K
$4.93M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14.8KNew |
$551K - $639K
|
14.8K
$584K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13.7K+ 9.15% |
$511K - $593K
|
163K
$6.46M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.1K+ 72.99% |
$489K - $568K
|
31.1K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.8KNew |
$478K - $555K
|
12.8K
$507K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.9K+ 1.18% |
$444K - $516K
|
1.02M
$40.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
9.92K+ 4.52% |
$371K - $430K
|
230K
$9.09M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
9.06KNew |
$338K - $393K
|
9.06K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.06KNew |
$338K - $393K
|
9.06K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.75KNew |
$290K - $336K
|
7.75K
$307K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.69K+ 6.66% |
$287K - $333K
|
123K
$4.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
7.42KNew |
$277K - $321K
|
7.42K
$293K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.1KNew |
$265K - $308K
|
7.1K
$281K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.92KNew |
$258K - $300K
|
6.92K
$274K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.82K+ 56.82% |
$255K - $296K
|
18.8K
$744K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.75K+ 6.13% |
$252K - $293K
|
117K
$4.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
6.75KNew |
$252K - $293K
|
6.75K
$267K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
6.15KNew |
$230K - $267K
|
6.15K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.95KNew |
$222K - $258K
|
5.95K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.85KNew |
$218K - $253K
|
5.85K
$231K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
5.85KNew |
$218K - $253K
|
5.85K
$231K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.71KNew |
$213K - $247K
|
5.71K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.55K+ 12.52% |
$170K - $197K
|
40.9K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4.21K+ 122.81% |
$157K - $183K
|
7.64K
$302K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.94K+ 0.92% |
$147K - $171K
|
432K
$17.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.54K+ 2.78% |
$132K - $153K
|
131K
$5.17M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3K+ 13.39% |
$112K - $130K
|
25.4K
$1M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.88K+ 19.21% |
$108K - $125K
|
17.9K
$708K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.59K+ 98.1% |
$96.5K - $112K
|
5.22K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.56K+ 16.78% |
$95.5K - $111K
|
17.8K
$704K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.43K+ 13.56% |
$90.7K - $105K
|
20.3K
$805K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.3KNew |
$85.9K - $99.7K
|
2.3K
$91K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.23K+ 19.77% |
$83.1K - $96.5K
|
13.5K
$533K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.94K+ 2.77% |
$72.3K - $84K
|
71.9K
$2.84M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.89K+ 7284.62% |
$70.7K - $82.1K
|
1.92K
$76K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.67K+ 33.16% |
$62.4K - $72.4K
|
6.71K
$265K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.57K+ 12.03% |
$58.5K - $67.9K
|
14.6K
$577K
|