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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2.12K+ 2.79% |
$70.3K - $86.3K
|
78.1K
$3.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.22% |
$66.3 - $81.3
|
911
$37.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
598+ 61.27% |
$19.8K - $24.3K
|
1.57K
$64.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-234- 3.3% |
$7.75K - $9.52K
|
6.87K
$283K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
485New |
$16.1K - $19.7K
|
485
$20K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-53.8K- 10.24% |
$1.78M - $2.19M
|
472K
$19.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.43K+ 4.02% |
$279K - $343K
|
218K
$8.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
20+ 0.26% |
$663 - $813
|
7.76K
$319K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-200- 3.47% |
$6.63K - $8.13K
|
5.57K
$229K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
51.6KNew |
$1.71M - $2.1M
|
51.6K
$2.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
45+ 0.11% |
$1.49K - $1.83K
|
39.7K
$1.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.6% |
$33.1 - $40.7
|
169
$6.96K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
33+ 0.24% |
$1.09K - $1.34K
|
13.5K
$556K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-12.2K- 12.73% |
$406K - $498K
|
84K
$3.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.18K- 10.58% |
$72.2K - $88.6K
|
18.4K
$757K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.14K- 5.2% |
$37.7K - $46.3K
|
20.7K
$854K
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
3.37K+ 8.17% |
$112K - $137K
|
44.6K
$1.84M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-875- 11.35% |
$29K - $35.6K
|
6.84K
$281K
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1- 0.24% |
$37.4 - $43.4
|
420
$17.3K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
19K+ 726.05% |
$708K - $821K
|
21.6K
$887K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-418- 25.55% |
$15.6K - $18.1K
|
1.22K
$50.1K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-90- 54.55% |
$3.36K - $3.9K
|
75
$3.09K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
26+ 0.18% |
$971 - $1.13K
|
14.6K
$602K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.5K+ 5.28% |
$1.36M - $1.58M
|
728K
$30M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-397- 1.52% |
$14.8K - $17.2K
|
25.7K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
10+ 0.05% |
$374 - $434
|
20.6K
$847K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.3K- 1.27% |
$532K - $618K
|
1.11M
$45.7M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-90.8K- 6.88% |
$3.39M - $3.94M
|
1.23M
$50.6M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.55K+ 12.52% |
$170K - $197K
|
40.9K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
276+ 2.91% |
$10.3K - $12K
|
9.75K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-58- 1.05% |
$2.17K - $2.51K
|
5.46K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.8KNew |
$478K - $555K
|
12.8K
$527K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.75KNew |
$290K - $336K
|
7.75K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.73K- 2.22% |
$214K - $249K
|
253K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.85KNew |
$218K - $253K
|
5.85K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.28K- 1.43% |
$160K - $186K
|
295K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.04K- 4.08% |
$38.7K - $44.9K
|
24.4K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-48.2K- 1.84% |
$1.8M - $2.09M
|
2.56M
$106M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4.21K+ 122.81% |
$157K - $183K
|
7.64K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.43KNew |
$53.3K - $61.8K
|
1.43K
$58.7K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
153New |
$5.71K - $6.63K
|
153
$6.3K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.4K+ 16.2% |
$649K - $753K
|
125K
$5.13M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.06KNew |
$338K - $393K
|
9.06K
$373K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.23K+ 19.77% |
$83.1K - $96.5K
|
13.5K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.3K- 0.86% |
$48.7K - $56.5K
|
151K
$6.22M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.62K- 22.8% |
$60.5K - $70.2K
|
5.49K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
500+ 10.87% |
$18.7K - $21.7K
|
5.1K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.6K- 27.55% |
$433K - $503K
|
30.5K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
542+ 3.03% |
$20.2K - $23.5K
|
18.4K
$757K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.43K+ 13.56% |
$90.7K - $105K
|
20.3K
$837K
|
|