A detailed history of Forvis Wealth Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 28,266 shares of PRFZ stock, worth $1.25 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
28,266
Previous 28,285 0.07%
Holding current value
$1.25 Million
Previous $1.11 Million 2.97%
% of portfolio
0.03%
Previous 0.03%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$36.18 - $39.61 $687 - $752
-19 Reduced 0.07%
28,266 $1.08 Million
Q1 2024

Apr 19, 2024

BUY
$35.39 - $39.28 $424 - $471
12 Added 0.04%
28,285 $1.11 Million
Q4 2023

Jan 11, 2024

BUY
$30.38 - $38.15 $7,959 - $9,995
262 Added 0.94%
28,273 $1.06 Million
Q3 2023

Oct 25, 2023

BUY
$32.42 - $178.83 $725,818 - $4 Million
22,388 Added 398.15%
28,011 $924,000
Q2 2023

Aug 08, 2023

SELL
$154.7 - $172.29 $15,315 - $17,056
-99 Reduced 1.73%
5,623 $966,000
Q1 2023

Apr 26, 2023

SELL
$156.56 - $179.35 $42,114 - $48,245
-269 Reduced 4.49%
5,722 $941,000
Q4 2022

Feb 02, 2023

SELL
$29.73 - $170.26 $10,197 - $58,399
-343 Reduced 5.42%
5,991 $949,000
Q3 2022

Oct 13, 2022

SELL
$29.14 - $177.75 $17,425 - $106,294
-598 Reduced 8.63%
6,334 $923,000
Q2 2022

Jul 22, 2022

SELL
$149.12 - $184.64 $306,143 - $379,065
-2,053 Reduced 22.85%
6,932 $1.06 Million
Q1 2022

May 10, 2022

BUY
$172.02 - $194.71 $1,204 - $1,362
7 Added 0.08%
8,985 $1.64 Million
Q4 2021

Jan 14, 2022

SELL
$181.11 - $201.01 $2,535 - $2,814
-14 Reduced 0.16%
8,978 $1.72 Million
Q3 2021

Oct 14, 2021

SELL
$172.95 - $188.37 $1,556 - $1,695
-9 Reduced 0.1%
8,992 $1.64 Million
Q2 2021

Jul 14, 2021

SELL
$174.76 - $191.37 $1,398 - $1,530
-8 Reduced 0.09%
9,001 $1.68 Million
Q1 2021

Apr 23, 2021

BUY
$149.19 - $186.18 $745 - $930
5 Added 0.06%
9,009 $1.59 Million
Q4 2020

Jan 22, 2021

SELL
$118.92 - $151.55 $144,844 - $184,587
-1,218 Reduced 11.92%
9,004 $1.36 Million
Q3 2020

Nov 05, 2020

SELL
$108.56 - $125.07 $48,200 - $55,531
-444 Reduced 4.16%
10,222 $1.2 Million
Q2 2020

Jul 15, 2020

SELL
$81.46 - $123.86 $61,013 - $92,771
-749 Reduced 6.56%
10,666 $1.19 Million
Q1 2020

Apr 10, 2020

SELL
$79.31 - $138.92 $15,068 - $26,394
-190 Reduced 1.64%
11,415 $1.02 Million
Q4 2019

Jan 13, 2020

BUY
$123.01 - $137.55 $861 - $962
7 Added 0.06%
11,605 $1.59 Million
Q3 2019

Oct 29, 2019

SELL
$119.31 - $131.19 $7,158 - $7,871
-60 Reduced 0.51%
11,598 $1.47 Million
Q2 2019

Jul 10, 2019

SELL
$119.99 - $133.64 $47,276 - $52,654
-394 Reduced 3.27%
11,658 $1.49 Million
Q1 2019

Apr 10, 2019

SELL
$112.86 - $133.3 $46,272 - $54,653
-410 Reduced 3.29%
12,052 $1.54 Million
Q4 2018

Jan 15, 2019

SELL
$107.24 - $140.77 $78,177 - $102,621
-729 Reduced 5.53%
12,462 $1.42 Million
Q3 2018

Oct 09, 2018

SELL
$139.56 - $146.04 $384,906 - $402,778
-2,758 Reduced 17.29%
13,191 $1.88 Million
Q2 2018

Jul 13, 2018

BUY
$125.73 - $143.08 $2.01 Million - $2.28 Million
15,949 New
15,949 $2.22 Million

Others Institutions Holding PRFZ

About INVESCO FTSE RAFI US 1500 SMAL


  • Ticker PRFZ
  • Sector ETFs
  • Industry ETFs
More about PRFZ
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