Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
846New |
$34.5K - $38.4K
|
846
$34.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
826+ 2.91% |
$33.7K - $37.5K
|
29.2K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
781New |
$31.9K - $35.4K
|
781
$32.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
765New |
$31.2K - $34.7K
|
765
$31.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
757+ 15.58% |
$30.9K - $34.4K
|
5.62K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
731+ 1.27% |
$29.8K - $33.2K
|
58.3K
$2.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
681+ 1.99% |
$27.8K - $30.9K
|
34.9K
$1.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
671+ 16.99% |
$27.4K - $30.5K
|
4.62K
$190K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
625+ 19.38% |
$25.5K - $28.4K
|
3.85K
$159K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
597+ 4.81% |
$24.4K - $27.1K
|
13K
$536K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
594+ 7.85% |
$24.2K - $27K
|
8.16K
$336K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
520+ 10.12% |
$21.2K - $23.6K
|
5.66K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
516+ 4.49% |
$21.1K - $23.4K
|
12K
$494K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
505+ 23.71% |
$20.6K - $22.9K
|
2.64K
$109K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
415+ 4.76% |
$16.9K - $18.8K
|
9.13K
$376K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
403+ 4.89% |
$16.5K - $18.3K
|
8.64K
$356K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
345New |
$14.1K - $15.7K
|
345
$14.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
310+ 60.31% |
$12.7K - $14.1K
|
824
$33.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
307+ 62.91% |
$12.5K - $13.9K
|
795
$32.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
300New |
$12.2K - $13.6K
|
300
$12.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
280+ 0.07% |
$11.4K - $12.7K
|
428K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
270+ 2.91% |
$11K - $12.3K
|
9.56K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
205New |
$8.37K - $9.3K
|
205
$8.44K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
198+ 1.68% |
$8.08K - $8.99K
|
12K
$493K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
196+ 2.99% |
$8K - $8.9K
|
6.75K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
185+ 5.08% |
$7.55K - $8.4K
|
3.83K
$158K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
179+ 21.23% |
$7.31K - $8.12K
|
1.02K
$42.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
170+ 26.15% |
$6.94K - $7.72K
|
820
$33.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
165New |
$6.74K - $7.49K
|
165
$6.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
147+ 4.2% |
$6K - $6.67K
|
3.65K
$150K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
123+ 0.73% |
$5.02K - $5.58K
|
16.9K
$695K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
100New |
$4.08K - $4.54K
|
100
$4.12K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
92+ 0.52% |
$3.76K - $4.18K
|
17.9K
$738K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
80New |
$3.27K - $3.63K
|
80
$3.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
77+ 0.51% |
$3.14K - $3.5K
|
15.2K
$628K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
71+ 0.53% |
$2.9K - $3.22K
|
13.6K
$559K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
64+ 1.66% |
$2.61K - $2.9K
|
3.91K
$161K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
63+ 3.55% |
$2.57K - $2.86K
|
1.84K
$75.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
55+ 2.02% |
$2.25K - $2.5K
|
2.77K
$114K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
48+ 0.27% |
$1.96K - $2.18K
|
17.9K
$736K
|
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
42+ 0.55% |
$1.71K - $1.91K
|
7.73K
$319K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
33+ 0.13% |
$1.35K - $1.5K
|
26.1K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
32+ 0.55% |
$1.31K - $1.45K
|
5.8K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.56% |
$1.31K - $1.45K
|
5.77K
$238K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
31+ 0.38% |
$1.27K - $1.41K
|
8.28K
$341K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
30+ 0.12% |
$1.22K - $1.36K
|
24.2K
$998K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
26+ 0.07% |
$1.06K - $1.18K
|
36K
$1.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
13+ 0.13% |
$531 - $590
|
9.77K
$402K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
10New |
$408 - $454
|
10
$412
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
9+ 0.08% |
$367 - $409
|
11.4K
$469K
|