Choate Investment Advisors Invesco Ftse Rafi Us 1500 Smal Transaction History

Choate Investment Advisors

$4.12 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 04, 2021	SELL	$172.95 - $188.37 $17,813 - $19,402	-103 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$174.76 - $191.37 $18,000 - $19,711	103 New	103 $19,000

Others Institutions Holding PRFZ

# of Institutions

301

Shares Held

43M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

19.7M
Shares

$725 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.61M
Shares

$96.2 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.32M
Shares

$48.6 Million
0.86% of portfolio
Morgan Stanley New York, NY

1.13M
Shares

$41.4 Million
0.0% of portfolio
First Foundation Advisors Irvine, CA

1.11M
Shares

$40.7 Million
1.77% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
Sector ETFs
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