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 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.05K- 11.54% |
$39.3K - $45.6K
|
8.07K
$319K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-1.06K- 2.51% |
$39.7K - $46.1K
|
41.3K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 2.06% |
$46.8K - $54.3K
|
59.6K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.3K- 0.86% |
$48.7K - $56.5K
|
151K
$5.98M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.48K- 19.85% |
$55.3K - $64.2K
|
5.98K
$237K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.51K- 1.54% |
$56.2K - $65.3K
|
96.3K
$3.81M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.53K- 2.77% |
$57K - $66.1K
|
53.5K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.62K- 22.8% |
$60.5K - $70.2K
|
5.49K
$217K
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-1.7K- 13.04% |
$63.6K - $73.9K
|
11.4K
$450K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.78K- 17.91% |
$66.6K - $77.2K
|
8.17K
$323K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.91K- 5.18% |
$71.2K - $82.6K
|
34.9K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.53K- 15.0% |
$94.5K - $110K
|
14.3K
$568K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.66K- 22.14% |
$99.4K - $115K
|
9.36K
$371K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.8K- 9.57% |
$104K - $121K
|
26.4K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.4K- 2.49% |
$127K - $147K
|
133K
$5.26M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.41K- 28.69% |
$127K - $148K
|
8.46K
$335K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-3.46K- 3.25% |
$129K - $150K
|
103K
$4.08M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.86K- 1.5% |
$144K - $167K
|
254K
$10M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-4.21K- 12.71% |
$157K - $183K
|
28.9K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.28K- 1.43% |
$160K - $186K
|
295K
$11.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-5.71K- 2.06% |
$213K - $247K
|
271K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.73K- 2.22% |
$214K - $249K
|
253K
$10M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-5.85KClosed |
$218K - $253K
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-6.4K- 3.18% |
$239K - $277K
|
195K
$7.71M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7.74K- 19.43% |
$289K - $335K
|
32.1K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.13K- 3.14% |
$304K - $353K
|
251K
$9.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.45K- 12.94% |
$315K - $366K
|
56.8K
$2.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-8.67K- 5.09% |
$324K - $376K
|
162K
$6.39M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9.49K- 78.43% |
$355K - $411K
|
2.61K
$103K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.1K- 1.89% |
$379K - $439K
|
525K
$20.8M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-10.2K- 2.42% |
$379K - $440K
|
410K
$16.2M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.6K- 27.55% |
$433K - $503K
|
30.5K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.6K- 12.06% |
$470K - $545K
|
91.7K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13.2K- 12.9% |
$494K - $574K
|
89.4K
$3.54M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.3K- 1.27% |
$532K - $618K
|
1.11M
$44M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-27.6K- 14.68% |
$1.03M - $1.2M
|
160K
$6.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-27.7K- 99.85% |
$1.04M - $1.2M
|
42
$1.66K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-48.2K- 1.84% |
$1.8M - $2.09M
|
2.56M
$101M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-70.7K- 9.18% |
$2.64M - $3.06M
|
700K
$27.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-86.8K- 97.36% |
$3.24M - $3.76M
|
2.35K
$93.1K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-90.8K- 6.88% |
$3.39M - $3.94M
|
1.23M
$48.7M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-92.1K- 8.33% |
$3.44M - $3.99M
|
1.01M
$40.1M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-104K- 79.06% |
$3.9M - $4.52M
|
27.6K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-156K- 12.56% |
$5.82M - $6.75M
|
1.08M
$42.9M
|