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 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.55K+ 1.2% |
$57.7K - $67K
|
130K
$5.14M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.53K+ 2.63% |
$57.2K - $66.4K
|
59.8K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.43KNew |
$53.3K - $61.8K
|
1.43K
$56.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.4K+ 11.22% |
$52.1K - $60.5K
|
13.8K
$548K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.17K+ 1.9% |
$43.8K - $50.9K
|
62.9K
$2.49M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.09K+ 0.57% |
$40.8K - $47.4K
|
192K
$7.62M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
975+ 26.72% |
$36.4K - $42.3K
|
4.62K
$183K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
964+ 2.28% |
$36K - $41.8K
|
43.2K
$1.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
839+ 1.1% |
$31.3K - $36.4K
|
77.5K
$3.06M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
820+ 21.41% |
$30.6K - $35.5K
|
4.65K
$184K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
774+ 9.35% |
$28.9K - $33.6K
|
9.05K
$358K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
696+ 2.0% |
$26K - $30.2K
|
35.6K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
692+ 66.54% |
$25.8K - $30K
|
1.73K
$68.5K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
675+ 17.53% |
$25.2K - $29.3K
|
4.53K
$179K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
614+ 60.08% |
$22.9K - $26.6K
|
1.64K
$64.7K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
542+ 3.03% |
$20.2K - $23.5K
|
18.4K
$728K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
500+ 10.87% |
$18.7K - $21.7K
|
5.1K
$202K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
460New |
$17.2K - $19.9K
|
460
$18.2K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
335+ 3.23% |
$12.5K - $14.5K
|
10.7K
$424K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
316+ 9.63% |
$11.8K - $13.7K
|
3.6K
$142K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
297+ 20.77% |
$11.1K - $12.9K
|
1.73K
$68.3K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
276+ 2.91% |
$10.3K - $12K
|
9.75K
$386K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
275+ 266.99% |
$10.3K - $11.9K
|
378
$15K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
261+ 0.72% |
$9.75K - $11.3K
|
36.3K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
260New |
$9.71K - $11.3K
|
260
$10.3K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
244+ 3.55% |
$9.11K - $10.6K
|
7.11K
$281K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
220+ 1.85% |
$8.22K - $9.54K
|
12.1K
$480K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
156+ 19.02% |
$5.83K - $6.76K
|
976
$38.6K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
155+ 4.23% |
$5.79K - $6.72K
|
3.82K
$151K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
153New |
$5.71K - $6.63K
|
153
$6.05K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
114New |
$4.26K - $4.94K
|
114
$4.51K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
110New |
$4.11K - $4.77K
|
110
$4.35K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
106+ 1.08% |
$3.96K - $4.6K
|
9.91K
$392K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
105New |
$3.92K - $4.55K
|
105
$4.15K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
75+ 1.32% |
$2.8K - $3.25K
|
5.75K
$227K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
73+ 0.47% |
$2.73K - $3.16K
|
15.5K
$614K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
64+ 1.13% |
$2.39K - $2.77K
|
5.72K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
26+ 0.18% |
$971 - $1.13K
|
14.6K
$579K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
20+ 0.05% |
$747 - $867
|
39.7K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
19+ 0.12% |
$710 - $824
|
16.3K
$646K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
12+ 2.86% |
$448 - $520
|
432
$17.1K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
10+ 0.05% |
$374 - $434
|
20.6K
$815K
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
9+ 0.12% |
$336 - $390
|
7.74K
$306K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.12% |
$261 - $303
|
5.78K
$229K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7+ 0.03% |
$261 - $303
|
26.1K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
6+ 0.03% |
$224 - $260
|
21.9K
$866K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6+ 0.09% |
$224 - $260
|
6.95K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5+ 0.54% |
$187 - $217
|
924
$36.6K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.03% |
$149 - $173
|
14.6K
$578K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$37.4 - $43.4
|
5.6K
$222K
|