Latest Institutional Transactions on Invesco Ftse Rafi Us 1500 Smal (PRFZ)
This table provides information on the latest institutional transactions involving Invesco Ftse Rafi Us 1500 Smal (PRFZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-55- 0.22% |
$2.25K - $2.5K
|
25.2K
$983K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.48% |
$245 - $272
|
1.25K
$48.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.15K- 1.13% |
$87.8K - $97.7K
|
188K
$7.34M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-398- 1.9% |
$16.2K - $18.1K
|
20.6K
$804K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.5K+ 10.61% |
$102K - $114K
|
26.1K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-254K- 45.92% |
$10.4M - $11.6M
|
300K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
505+ 23.71% |
$20.6K - $22.9K
|
2.64K
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
270+ 2.91% |
$11K - $12.3K
|
9.56K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
64+ 1.66% |
$2.61K - $2.9K
|
3.91K
$153K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
84.6K+ 174.79% |
$3.45M - $3.84M
|
133K
$5.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25K+ 3.75% |
$1.02M - $1.13M
|
691K
$27M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.56KNew |
$63.5K - $70.6K
|
1.56K
$60.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.88K+ 59.68% |
$240K - $267K
|
15.7K
$615K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
57.2K+ 2.24% |
$2.33M - $2.6M
|
2.61M
$102M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-57- 1.02% |
$2.33K - $2.59K
|
5.51K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-55K- 4.0% |
$2.25M - $2.5M
|
1.32M
$51.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 14.71% |
$73.1K - $81.2K
|
10.4K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
516+ 4.49% |
$21.1K - $23.4K
|
12K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
48.1K+ 7.66% |
$1.96M - $2.18M
|
676K
$26.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.09K- 5.6% |
$248K - $276K
|
103K
$4.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
205New |
$8.37K - $9.3K
|
205
$8.01K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
307+ 62.91% |
$12.5K - $13.9K
|
795
$31.1K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.46K- 17.01% |
$59.4K - $66.1K
|
7.11K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-22.3K- 12.78% |
$911K - $1.01M
|
152K
$5.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
80New |
$3.27K - $3.63K
|
80
$3.12K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-214- 2.99% |
$8.74K - $9.71K
|
6.94K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.31K- 10.89% |
$53.3K - $59.3K
|
10.7K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-57- 1.02% |
$2.33K - $2.59K
|
5.52K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.1K- 1.23% |
$574K - $638K
|
1.13M
$44M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
165New |
$6.74K - $7.49K
|
165
$6.44K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.09K- 6.2% |
$289K - $322K
|
107K
$4.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
597+ 4.81% |
$24.4K - $27.1K
|
13K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-26.5K- 9.3% |
$1.08M - $1.2M
|
259K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.97KNew |
$203K - $226K
|
4.97K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.98% |
$40.8 - $45.4
|
103
$4.02K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-148- 0.67% |
$6.04K - $6.72K
|
21.9K
$855K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
52K+ 4.94% |
$2.12M - $2.36M
|
1.11M
$43.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-835- 4.55% |
$34.1K - $37.9K
|
17.5K
$684K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
242K+ 118.15% |
$9.87M - $11M
|
446K
$17.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.28KNew |
$93.1K - $103K
|
2.28K
$89.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.02K+ 5.9% |
$82.6K - $91.9K
|
36.3K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.79K- 5.77% |
$318K - $353K
|
127K
$4.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.04K- 3.93% |
$42.5K - $47.2K
|
25.4K
$992K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
625+ 19.38% |
$25.5K - $28.4K
|
3.85K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.05% |
$245 - $272
|
13.2K
$515K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-5.7K- 2.76% |
$233K - $259K
|
201K
$7.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
731+ 1.27% |
$29.8K - $33.2K
|
58.3K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
7+ 0.05% |
$286 - $318
|
13.1K
$510K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
765New |
$31.2K - $34.7K
|
765
$29.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
280+ 0.07% |
$11.4K - $12.7K
|
428K
$16.7M
|