Institute For Wealth Management, Llc. Invesco Ftse Rafi Us 1500 Smal Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 22,654 shares of PRFZ stock, worth $1.01 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
22,654
Previous 22,654 -0.0%
Holding current value
$1.01 Million
Previous $864,000 8.91%
% of portfolio
0.12%
Previous 0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 13, 2023
BUY
$32.42 - $178.83 $585,764 - $3.23 Million
18,068 Added 393.98%
22,654 $747,000
Q4 2022

Feb 02, 2023
SELL
$29.73 - $170.26 $1,308 - $7,491
-44 Reduced 0.95%
4,586 $726,000
Q3 2022

Oct 18, 2022
SELL
$29.14 - $177.75 $2,039 - $12,442
-70 Reduced 1.49%
4,630 $675,000
Q2 2022

Jul 25, 2022
SELL
$149.12 - $184.64 $3,728 - $4,616
-25 Reduced 0.53%
4,700 $721,000
Q1 2022

Apr 29, 2022
SELL
$172.02 - $194.71 $2,064 - $2,336
-12 Reduced 0.25%
4,725 $863,000
Q2 2021

Jul 21, 2021
SELL
$174.76 - $191.37 $12,932 - $14,161
-74 Reduced 1.54%
4,737 $885,000
Q1 2020

Apr 29, 2020
SELL
$79.31 - $138.92 $4,837 - $8,474
-61 Reduced 1.25%
4,811 $430,000
Q4 2019

Feb 27, 2020
BUY
$123.01 - $137.55 $517,380 - $578,535
4,206 Added 631.53%
4,872 $666,000
Q4 2019

Jan 27, 2020
SELL
$123.01 - $137.55 $517,380 - $578,535
-4,206 Reduced 86.33%
666 $666,000
Q4 2018

Feb 08, 2019
BUY
$107.24 - $140.77 $522,473 - $685,831
4,872 New
4,872 $554,000

Others Institutions Holding PRFZ

# of Institutions
289
Shares Held
41.4M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO FTSE RAFI US 1500 SMAL

PRFZ Quotes by TradingView
  • Ticker PRFZ
  • Sector ETFs
  • Industry ETFs
More about PRFZ
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