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 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.38K- 15.45% |
$56.5K - $62.8K
|
7.57K
$312K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.39K- 3.15% |
$56.7K - $63.1K
|
42.7K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.46K- 17.01% |
$59.4K - $66.1K
|
7.11K
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.64K- 1.47% |
$67.1K - $74.6K
|
110K
$4.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 14.71% |
$73.1K - $81.2K
|
10.4K
$428K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.82K- 67.85% |
$74.1K - $82.4K
|
860
$35.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.86K- 40.86% |
$75.7K - $84.2K
|
2.69K
$111K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2K- 24.54% |
$81.6K - $90.8K
|
6.15K
$253K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.06K- 2.86% |
$84.1K - $93.5K
|
69.9K
$2.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.14K- 9.62% |
$87.2K - $97K
|
20.1K
$827K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.15K- 1.13% |
$87.8K - $97.7K
|
188K
$7.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.2K- 9.67% |
$89.9K - $99.9K
|
20.6K
$848K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.31K- 2.31% |
$94.3K - $105K
|
97.8K
$4.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.48K- 3.65% |
$101K - $112K
|
65.3K
$2.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-2.51K- 33.48% |
$102K - $114K
|
4.98K
$205K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 4.32% |
$112K - $125K
|
60.9K
$2.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-3.07K- 1.58% |
$125K - $139K
|
191K
$7.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.21K- 22.25% |
$131K - $146K
|
11.2K
$462K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.24K- 8.81% |
$132K - $147K
|
33.5K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.35K- 21.99% |
$137K - $152K
|
11.9K
$489K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-3.46K- 17.49% |
$141K - $157K
|
16.3K
$672K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-4.47K- 11.87% |
$182K - $203K
|
33.2K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.66K- 45.13% |
$190K - $212K
|
5.67K
$234K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-5.6K- 0.64% |
$229K - $254K
|
864K
$35.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-5.7K- 2.76% |
$233K - $259K
|
201K
$8.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.84K- 13.69% |
$238K - $265K
|
36.8K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.09K- 5.6% |
$248K - $276K
|
103K
$4.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.09K- 6.2% |
$289K - $322K
|
107K
$4.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.69K- 2.89% |
$314K - $349K
|
259K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.79K- 5.77% |
$318K - $353K
|
127K
$5.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.93K- 2.99% |
$324K - $360K
|
258K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.71K- 21.0% |
$355K - $395K
|
32.8K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.1K- 1.23% |
$574K - $638K
|
1.13M
$46.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.3K- 2.07% |
$666K - $741K
|
770K
$31.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-16.7K- 5.68% |
$681K - $758K
|
277K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-22.3K- 12.78% |
$911K - $1.01M
|
152K
$6.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-26.5K- 9.3% |
$1.08M - $1.2M
|
259K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-55K- 4.0% |
$2.25M - $2.5M
|
1.32M
$54.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-254K- 45.92% |
$10.4M - $11.6M
|
300K
$12.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-458K- 2.27% |
$18.7M - $20.8M
|
19.7M
$811M
|