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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-418- 25.55% |
$15.6K - $18.1K
|
1.22K
$47.1K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-90- 54.55% |
$3.36K - $3.9K
|
75
$2.9K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9.49K- 78.43% |
$355K - $411K
|
2.61K
$101K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
10+ 0.05% |
$374 - $434
|
20.6K
$796K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.3K- 1.27% |
$532K - $618K
|
1.11M
$43M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-90.8K- 6.88% |
$3.39M - $3.94M
|
1.23M
$47.6M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.04K- 4.08% |
$38.7K - $44.9K
|
24.4K
$942K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.55K+ 12.52% |
$170K - $197K
|
40.9K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
276+ 2.91% |
$10.3K - $12K
|
9.75K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-58- 1.05% |
$2.17K - $2.51K
|
5.46K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.8KNew |
$478K - $555K
|
12.8K
$495K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.28K- 1.43% |
$160K - $186K
|
295K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-48.2K- 1.84% |
$1.8M - $2.09M
|
2.56M
$99.1M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.75KNew |
$290K - $336K
|
7.75K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-397- 1.52% |
$14.8K - $17.2K
|
25.7K
$993K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.5K+ 5.28% |
$1.36M - $1.58M
|
728K
$28.1M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
26+ 0.18% |
$971 - $1.13K
|
14.6K
$566K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4.21K+ 122.81% |
$157K - $183K
|
7.64K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.43KNew |
$53.3K - $61.8K
|
1.43K
$55.1K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
153New |
$5.71K - $6.63K
|
153
$5.91K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.4K+ 16.2% |
$649K - $753K
|
125K
$4.82M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
500+ 10.87% |
$18.7K - $21.7K
|
5.1K
$197K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.62K- 22.8% |
$60.5K - $70.2K
|
5.49K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.3K- 0.86% |
$48.7K - $56.5K
|
151K
$5.84M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.23K+ 19.77% |
$83.1K - $96.5K
|
13.5K
$521K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.06KNew |
$338K - $393K
|
9.06K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.85KNew |
$218K - $253K
|
5.85K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-30- 15.15% |
$1.12K - $1.3K
|
168
$6.49K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.73K- 2.22% |
$214K - $249K
|
253K
$9.77M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.43K+ 13.56% |
$90.7K - $105K
|
20.3K
$786K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13.2K- 12.9% |
$494K - $574K
|
89.4K
$3.45M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
9.06KNew |
$338K - $393K
|
9.06K
$350K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14.8KNew |
$551K - $639K
|
14.8K
$570K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.01K- 3.09% |
$37.8K - $43.8K
|
31.7K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-156- 3.99% |
$5.83K - $6.76K
|
3.76K
$145K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-81- 1.05% |
$3.03K - $3.51K
|
7.61K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$37.4 - $43.4
|
13.2K
$509K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
542+ 3.03% |
$20.2K - $23.5K
|
18.4K
$711K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.6K- 27.55% |
$433K - $503K
|
30.5K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
220+ 1.85% |
$8.22K - $9.54K
|
12.1K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-31- 22.3% |
$1.16K - $1.34K
|
108
$4.18K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.13K- 3.14% |
$304K - $353K
|
251K
$9.69M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-27.6K- 14.68% |
$1.03M - $1.2M
|
160K
$6.2M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-435- 5.47% |
$16.2K - $18.9K
|
7.52K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.41K- 28.69% |
$127K - $148K
|
8.46K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-112- 1.05% |
$4.18K - $4.86K
|
10.6K
$409K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.56K+ 16.78% |
$95.5K - $111K
|
17.8K
$688K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.6KNew |
$2.19M - $2.54M
|
58.6K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5+ 0.54% |
$187 - $217
|
924
$35.7K
|