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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
26+ 0.07% |
$1.06K - $1.18K
|
36K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
13+ 0.13% |
$531 - $590
|
9.77K
$351K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
10New |
$408 - $454
|
10
$359
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
9+ 0.08% |
$367 - $409
|
11.4K
$410K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
7+ 0.05% |
$286 - $318
|
13.1K
$470K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.05% |
$245 - $272
|
13.2K
$473K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.48% |
$245 - $272
|
1.25K
$44.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 0.55% |
$204 - $227
|
908
$32.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2+ 0.52% |
$81.6 - $90.8
|
390
$14K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.42% |
$81.6 - $90.8
|
477
$17.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.06% |
$81.6 - $90.8
|
3.43K
$123K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1+ 0.24% |
$40.8 - $45.4
|
421
$15.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.51% |
$40.8 - $45.4
|
198
$7.12K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.13% |
$40.8 - $45.4
|
758
$27.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.98% |
$40.8 - $45.4
|
103
$3.7K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.42% |
$40.8 - $45.4
|
240
$8.63K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-8- 0.14% |
$327 - $363
|
5.6K
$201K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8- 0.07% |
$327 - $363
|
12.2K
$437K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-11- 4.68% |
$449 - $499
|
224
$8.05K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-18- 1.43% |
$735 - $817
|
1.24K
$44.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-18- 0.05% |
$735 - $817
|
39.8K
$1.43M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-55- 0.22% |
$2.25K - $2.5K
|
25.2K
$905K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-55- 67.9% |
$2.25K - $2.5K
|
26
$934
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-55- 0.22% |
$2.25K - $2.5K
|
25.2K
$905K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-57- 1.02% |
$2.33K - $2.59K
|
5.52K
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-57- 1.02% |
$2.33K - $2.59K
|
5.51K
$198K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-80- 0.44% |
$3.27K - $3.63K
|
18K
$645K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-93- 0.91% |
$3.8K - $4.22K
|
10.2K
$365K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-116- 1.67% |
$4.74K - $5.27K
|
6.84K
$246K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-147- 0.52% |
$6K - $6.67K
|
27.9K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-148- 0.67% |
$6.04K - $6.72K
|
21.9K
$786K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-152- 1.06% |
$6.2K - $6.9K
|
14.2K
$511K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-158- 2.25% |
$6.45K - $7.17K
|
6.87K
$247K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-184- 13.6% |
$7.51K - $8.35K
|
1.17K
$42K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-204- 17.74% |
$8.33K - $9.26K
|
946
$34K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-208- 0.49% |
$8.49K - $9.44K
|
42.3K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-214- 2.99% |
$8.74K - $9.71K
|
6.94K
$249K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-214- 0.94% |
$8.74K - $9.71K
|
22.4K
$806K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-265- 2.18% |
$10.8K - $12K
|
11.9K
$428K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-348- 3.54% |
$14.2K - $15.8K
|
9.48K
$341K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-350- 27.58% |
$14.3K - $15.9K
|
919
$33K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-379- 2.46% |
$15.5K - $17.2K
|
15K
$540K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-385- 3.78% |
$15.7K - $17.5K
|
9.8K
$352K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-398- 1.9% |
$16.2K - $18.1K
|
20.6K
$740K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-519- 6.11% |
$21.2K - $23.6K
|
7.98K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-580- 5.51% |
$23.7K - $26.3K
|
9.95K
$357K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-670- 0.05% |
$27.3K - $30.4K
|
1.28M
$45.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-835- 4.55% |
$34.1K - $37.9K
|
17.5K
$629K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-840- 0.49% |
$34.3K - $38.1K
|
170K
$6.12M
|