First Foundation Advisors Invesco Ftse Rafi Us 1500 Smal Transaction History

First Foundation Advisors

$2.4 Billion
Q1 2025

A detailed history of First Foundation Advisors transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, First Foundation Advisors holds 1,013,774 shares of PRFZ stock, worth $41.7 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

1,013,774

Previous 1,105,902 8.33%

Holding current value

$41.7 Million

Previous $46 Million 16.59%

% of portfolio

1.6%

Previous 1.77%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$37.35 - $43.35 $3.44 Million - $3.99 Million	-92,128 Reduced 8.33%	1,013,774 $38.4 Million
Q4 2024 Feb 13, 2025	BUY	$40.82 - $45.39 $2.12 Million - $2.36 Million	52,016 Added 4.94%	1,105,902 $46 Million
Q3 2024 Nov 13, 2024	BUY	$37.68 - $42.0 $1.01 Million - $1.13 Million	26,812 Added 2.61%	1,053,886 $43.8 Million
Q2 2024 Aug 06, 2024	BUY	$36.18 - $39.61 $6.61 Million - $7.24 Million	182,834 Added 21.66%	1,027,074 $39.2 Million
Q1 2024 May 09, 2024	BUY	$35.39 - $39.28 $10.4 Million - $11.5 Million	292,829 Added 53.11%	844,240 $33.2 Million
Q4 2023 Feb 14, 2024	BUY	$30.38 - $38.15 $1.03 Million - $1.3 Million	33,983 Added 6.57%	551,411 $20.7 Million
Q3 2023 Nov 15, 2023	BUY	$32.42 - $178.83 $13.7 Million - $75.6 Million	422,983 Added 447.86%	517,428 $17.1 Million
Q2 2023 Aug 14, 2023	BUY	$154.7 - $172.29 $978,477 - $1.09 Million	6,325 Added 7.18%	94,445 $16.2 Million
Q1 2023 May 12, 2023	BUY	$156.56 - $179.35 $1.44 Million - $1.65 Million	9,212 Added 11.67%	88,120 $14.5 Million
Q4 2022 Feb 14, 2023	BUY	$29.73 - $170.26 $984,865 - $5.64 Million	33,127 Added 72.36%	78,908 $12.5 Million
Q3 2022 Nov 10, 2022	BUY	$29.14 - $177.75 $537,108 - $3.28 Million	18,432 Added 67.4%	45,781 $6.67 Million
Q2 2022 Aug 12, 2022	BUY	$149.12 - $184.64 $4.08 Million - $5.05 Million	27,349 New	27,349 $4.19 Million

Others Institutions Holding PRFZ

# of Institutions

307

Shares Held

43.8M

Call Options Held

Put Options Held

View Full List

About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
Sector ETFs
Industry ETFs

More about PRFZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of First Foundation Advisors, based on Form 13F filings with the SEC.

News

Stay updated on First Foundation Advisors with notifications on news.

Account

First Foundation Advisors Invesco Ftse Rafi Us 1500 Smal Transaction History