Ifp Advisors, Inc Invesco Ftse Rafi Us 1500 Smal Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Ifp Advisors, Inc holds 26 shares of PRFZ stock, worth $1,134. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,134

% of portfolio

0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$36.18 - $39.61 $940 - $1,029	26 New	26 $0
Q2 2022 Sep 06, 2022	BUY	$149.12 - $184.64 $16,104 - $19,941	108 New	108 $15,000
Q2 2022 Aug 12, 2022	SELL	$149.12 - $184.64 $16,104 - $19,941	-108 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$172.02 - $194.71 $18,578 - $21,028	108 New	108 $19,000
Q3 2021 Oct 06, 2021	SELL	$172.95 - $188.37 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$174.76 - $191.37 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$149.19 - $186.18 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$118.92 - $151.55 $0 - $0	0 New	0 $0
Q4 2019 Jan 17, 2020	SELL	$123.01 - $137.55 $24,602 - $27,510	-200 Closed	0 $0
Q3 2019 Nov 07, 2019	SELL	$119.31 - $131.19 $7,277 - $8,002	-61 Reduced 23.37%	200 $25,000
Q1 2019 May 15, 2019	BUY	$112.86 - $133.3 $23,136 - $27,326	205 Added 366.07%	261 $33,000
Q4 2018 Jan 23, 2019	SELL	$107.24 - $140.77 $94,478 - $124,018	-881 Reduced 94.02%	56 $6,000
Q3 2018 Oct 25, 2018	BUY	$139.56 - $146.04 $34,890 - $36,510	250 Added 36.39%	937 $0
Q2 2018 Aug 07, 2018	BUY	$125.73 - $143.08 $53,560 - $60,952	426 Added 163.22%	687 $0
Q1 2016 Jun 03, 2019	BUY	N/A	261	261 $33,000

Others Institutions Holding PRFZ

# of Institutions

290

Shares Held

41.4M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

20.1M
Shares

$879 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.55M
Shares

$111 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.38M
Shares

$60 Million
1.07% of portfolio
Wealth Enhancement Advisory Services, LLC

1.28M
Shares

$55.8 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.22M
Shares

$53.3 Million
0.02% of portfolio

View Full List

About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
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