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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
27+ 0.13% |
$1.02K - $1.13K
|
21K
$898K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.27K- 11.42% |
$47.7K - $53.2K
|
9.82K
$420K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.41% |
$75.4 - $84
|
488
$20.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6+ 0.09% |
$226 - $252
|
6.55K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-189- 0.67% |
$7.12K - $7.94K
|
28.1K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
81+ 10.63% |
$3.05K - $3.4K
|
843
$36.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11K+ 11.9% |
$414K - $461K
|
103K
$4.42M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.43K+ 3.17% |
$129K - $144K
|
112K
$4.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-575- 2.13% |
$21.7K - $24.2K
|
26.4K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.88K- 10.89% |
$109K - $121K
|
23.6K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.41KNew |
$204K - $227K
|
5.41K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-996- 5.3% |
$37.5K - $41.8K
|
17.8K
$762K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
53.7K+ 9.35% |
$2.02M - $2.26M
|
628K
$26.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-636- 10.25% |
$24K - $26.7K
|
5.57K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-90.5K- 6.17% |
$3.41M - $3.8M
|
1.38M
$58.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
96.2K+ 3.91% |
$3.62M - $4.04M
|
2.55M
$109M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.27KNew |
$47.8K - $53.3K
|
1.27K
$54.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.95KNew |
$224K - $250K
|
5.95K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
569+ 8.84% |
$21.4K - $23.9K
|
7K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
48.4KNew |
$1.82M - $2.03M
|
48.4K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
51.3K+ 44.33% |
$1.93M - $2.16M
|
167K
$7.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.02% |
$75.4 - $84
|
12.2K
$521K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.28K+ 82.25% |
$123K - $138K
|
7.26K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-846- 0.3% |
$31.9K - $35.5K
|
285K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
24New |
$904 - $1.01K
|
24
$1.03K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-46K- 80.99% |
$1.73M - $1.93M
|
10.8K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-6.78K- 44.2% |
$256K - $285K
|
8.56K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
65.6K+ 10.92% |
$2.47M - $2.76M
|
666K
$28.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-120- 1.49% |
$4.52K - $5.04K
|
7.96K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-266- 1.98% |
$10K - $11.2K
|
13.2K
$564K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-361- 2.92% |
$13.6K - $15.2K
|
12K
$513K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.6K- 1.26% |
$549K - $612K
|
1.14M
$48.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-245- 59.76% |
$9.23K - $10.3K
|
165
$7.06K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-646- 7.07% |
$24.3K - $27.1K
|
8.5K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.4KNew |
$468K - $522K
|
12.4K
$532K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-38.5K- 92.21% |
$1.45M - $1.62M
|
3.25K
$139K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1+ 0.01% |
$37.7 - $42
|
7.57K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-169- 0.16% |
$6.37K - $7.1K
|
109K
$4.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
5.96KNew |
$225K - $250K
|
5.96K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
83.7K+ 882.78% |
$3.15M - $3.51M
|
93.1K
$3.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
858New |
$32.3K - $36K
|
858
$36.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-35- 1.07% |
$1.32K - $1.47K
|
3.23K
$138K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7.88K+ 63.53% |
$297K - $331K
|
20.3K
$868K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
420+ 73.04% |
$15.8K - $17.6K
|
995
$42.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7+ 0.35% |
$264 - $294
|
2.02K
$86.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-2.64K- 1.34% |
$99.6K - $111K
|
194K
$8.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.02K+ 4.66% |
$38.2K - $42.6K
|
22.8K
$975K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.21% |
$37.7 - $42
|
475
$20.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-335- 0.8% |
$12.6K - $14.1K
|
41.5K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
26.8K+ 2.61% |
$1.01M - $1.13M
|
1.05M
$45.1M
|