Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
71.8K+ 96.24% |
$2.38M - $2.92M
|
146K
$6.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
54K+ 28.06% |
$1.79M - $2.2M
|
246K
$10.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
51.6KNew |
$1.71M - $2.1M
|
51.6K
$2.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
48.2K+ 67.05% |
$1.6M - $1.96M
|
120K
$5.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
11.9K+ 1.77% |
$394K - $484K
|
683K
$29.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10.9KNew |
$362K - $444K
|
10.9K
$466K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.43K+ 4.02% |
$279K - $343K
|
218K
$9.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.39KNew |
$179K - $219K
|
5.39K
$230K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
5.04KNew |
$167K - $205K
|
5.04K
$215K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.03K+ 19.04% |
$167K - $204K
|
31.4K
$1.34M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
3.37K+ 8.17% |
$112K - $137K
|
44.6K
$1.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.86KNew |
$94.7K - $116K
|
2.86K
$122K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
2.29K+ 1.0% |
$75.8K - $93.1K
|
232K
$9.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2.12K+ 2.79% |
$70.3K - $86.3K
|
78.1K
$3.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.92K+ 99.74% |
$63.4K - $77.9K
|
3.84K
$164K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.04K+ 29.03% |
$34.6K - $42.5K
|
4.64K
$198K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
959+ 14.3% |
$31.8K - $39K
|
7.67K
$327K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
739+ 4.76% |
$24.5K - $30.1K
|
16.3K
$694K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
606+ 0.59% |
$20.1K - $24.6K
|
104K
$4.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
598+ 61.27% |
$19.8K - $24.3K
|
1.57K
$67.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
485New |
$16.1K - $19.7K
|
485
$20.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
275New |
$9.11K - $11.2K
|
275
$11.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
86+ 0.87% |
$2.85K - $3.5K
|
9.99K
$427K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
85New |
$2.82K - $3.46K
|
85
$3.63K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
45+ 0.11% |
$1.49K - $1.83K
|
39.7K
$1.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
33+ 0.24% |
$1.09K - $1.34K
|
13.5K
$577K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
20+ 0.26% |
$663 - $813
|
7.76K
$331K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.26% |
$497 - $610
|
5.8K
$247K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
4+ 0.04% |
$133 - $163
|
11.4K
$487K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3+ 0.27% |
$99.4 - $122
|
1.1K
$46.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.22% |
$66.3 - $81.3
|
911
$38.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.6% |
$33.1 - $40.7
|
169
$7.22K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.42% |
$33.1 - $40.7
|
241
$10.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-166- 1.72% |
$5.5K - $6.75K
|
9.48K
$405K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-198- 3.36% |
$6.56K - $8.05K
|
5.7K
$243K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-200- 3.47% |
$6.63K - $8.13K
|
5.57K
$238K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-215- 2.92% |
$7.12K - $8.74K
|
7.15K
$305K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-234- 3.3% |
$7.75K - $9.52K
|
6.87K
$293K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-244- 3.43% |
$8.08K - $9.92K
|
6.87K
$293K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-278- 3.44% |
$9.21K - $11.3K
|
7.8K
$333K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-402- 3.33% |
$13.3K - $16.3K
|
11.7K
$498K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-569- 9.9% |
$18.9K - $23.1K
|
5.18K
$221K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-815- 9.98% |
$27K - $33.1K
|
7.35K
$314K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-875- 11.35% |
$29K - $35.6K
|
6.84K
$292K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.14K- 5.2% |
$37.7K - $46.3K
|
20.7K
$886K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.18K- 12.89% |
$39.1K - $48K
|
7.98K
$341K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.54K- 4.8% |
$51.1K - $62.7K
|
30.5K
$1.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.18K- 10.58% |
$72.2K - $88.6K
|
18.4K
$786K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.37K- 3.98% |
$78.6K - $96.5K
|
57.3K
$2.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.16K- 5.56% |
$105K - $129K
|
53.7K
$2.29M
|