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 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13.2K- 12.9% |
$494K - $574K
|
89.4K
$3.68M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
9.06KNew |
$338K - $393K
|
9.06K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.01K- 3.09% |
$37.8K - $43.8K
|
31.7K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-156- 3.99% |
$5.83K - $6.76K
|
3.76K
$155K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-81- 1.05% |
$3.03K - $3.51K
|
7.61K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$37.4 - $43.4
|
13.2K
$542K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
220+ 1.85% |
$8.22K - $9.54K
|
12.1K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.6KNew |
$2.19M - $2.54M
|
58.6K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14.8KNew |
$551K - $639K
|
14.8K
$607K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.13K- 3.14% |
$304K - $353K
|
251K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-27.6K- 14.68% |
$1.03M - $1.2M
|
160K
$6.6M
|
|
|
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
$310K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.41K- 28.69% |
$127K - $148K
|
8.46K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-112- 1.05% |
$4.18K - $4.86K
|
10.6K
$435K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.56K+ 16.78% |
$95.5K - $111K
|
17.8K
$733K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-31- 22.3% |
$1.16K - $1.34K
|
108
$4.45K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.3KNew |
$85.9K - $99.7K
|
2.3K
$94.7K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.8K+ 12.9% |
$928K - $1.08M
|
218K
$8.95M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
820+ 21.41% |
$30.6K - $35.5K
|
4.65K
$191K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5+ 0.54% |
$187 - $217
|
924
$38K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-70.7K- 9.18% |
$2.64M - $3.06M
|
700K
$28.8M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.95KNew |
$222K - $258K
|
5.95K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
675+ 17.53% |
$25.2K - $29.3K
|
4.53K
$186K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-141- 0.5% |
$5.27K - $6.11K
|
27.8K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.69K+ 6.66% |
$287K - $333K
|
123K
$5.07M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-10.2K- 2.42% |
$379K - $440K
|
410K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-116- 20.17% |
$4.33K - $5.03K
|
459
$18.9K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-125- 1.31% |
$4.67K - $5.42K
|
9.43K
$388K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-732- 0.11% |
$27.3K - $31.7K
|
676K
$27.8M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-58- 1.05% |
$2.17K - $2.51K
|
5.47K
$225K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.9K+ 1.18% |
$444K - $516K
|
1.02M
$42M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
335+ 3.23% |
$12.5K - $14.5K
|
10.7K
$441K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.53K- 15.0% |
$94.5K - $110K
|
14.3K
$590K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.17K+ 1.9% |
$43.8K - $50.9K
|
62.9K
$2.59M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13.7K+ 9.15% |
$511K - $593K
|
163K
$6.72M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
114New |
$4.26K - $4.94K
|
114
$4.69K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.57K+ 12.03% |
$58.5K - $67.9K
|
14.6K
$600K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
692+ 66.54% |
$25.8K - $30K
|
1.73K
$71.3K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-104K- 79.06% |
$3.9M - $4.52M
|
27.6K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
6.15KNew |
$230K - $267K
|
6.15K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
53K+ 11.88% |
$1.98M - $2.3M
|
500K
$20.6M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.75K+ 6.13% |
$252K - $293K
|
117K
$4.81M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
155+ 4.23% |
$5.79K - $6.72K
|
3.82K
$157K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.86K- 1.5% |
$144K - $167K
|
254K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
244+ 3.55% |
$9.11K - $10.6K
|
7.11K
$293K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.59K+ 98.1% |
$96.5K - $112K
|
5.22K
$215K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.53K+ 2.63% |
$57.2K - $66.4K
|
59.8K
$2.46M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
64+ 1.13% |
$2.39K - $2.77K
|
5.72K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-863- 0.88% |
$32.2K - $37.4K
|
97.5K
$4.01M
|