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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-413- 17.96% |
$13.7K - $16.8K
|
1.89K
$84.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
94.2K+ 58.75% |
$3.12M - $3.83M
|
255K
$11.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.97KNew |
$231K - $283K
|
6.97K
$311K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-146K- 29.26% |
$4.84M - $5.94M
|
353K
$15.8M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-83.5K- 8.24% |
$2.77M - $3.4M
|
930K
$41.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-138- 1.3% |
$4.57K - $5.61K
|
10.4K
$466K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-243- 3.19% |
$8.05K - $9.88K
|
7.37K
$329K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
27.4KNew |
$907K - $1.11M
|
27.4K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-335- 3.13% |
$11.1K - $13.6K
|
10.4K
$463K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.03K+ 74.5% |
$233K - $286K
|
16.5K
$735K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.7K+ 0.58% |
$56.3K - $69.1K
|
297K
$13.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.7K- 22.86% |
$56.2K - $68.9K
|
5.72K
$255K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5- 0.54% |
$166 - $203
|
919
$41K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.06% |
$33.1 - $40.7
|
1.56K
$69.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.37K+ 1.92% |
$78.5K - $96.3K
|
126K
$5.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.11K+ 1.63% |
$69.9K - $85.9K
|
132K
$5.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$99.4 - $122
|
13.2K
$588K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
1.27K+ 7.3% |
$42.2K - $51.8K
|
18.7K
$836K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
74.4K+ 6.87% |
$2.47M - $3.03M
|
1.16M
$51.7M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
25+ 0.54% |
$828 - $1.02K
|
4.68K
$209K
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-376- 1.54% |
$12.5K - $15.3K
|
24K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
5.17KNew |
$171K - $210K
|
5.17K
$231K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.68K- 38.53% |
$188K - $231K
|
9.07K
$405K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-671- 14.52% |
$22.2K - $27.3K
|
3.95K
$176K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-4.26K- 5.5% |
$141K - $173K
|
73.2K
$3.27M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-4.15K- 34.22% |
$137K - $169K
|
7.98K
$356K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
17.1K+ 298.98% |
$565K - $694K
|
22.8K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
258K+ 3737.02% |
$8.56M - $10.5M
|
265K
$11.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-174- 3.18% |
$5.76K - $7.08K
|
5.29K
$236K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-2.38K- 16.58% |
$78.8K - $96.8K
|
12K
$534K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.76K- 16.5% |
$191K - $234K
|
29.1K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.7K- 6.13% |
$56.2K - $68.9K
|
25.9K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.95K- 1.66% |
$64.4K - $79.1K
|
115K
$5.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
320New |
$10.6K - $13K
|
320
$14.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1K+ 36.12% |
$33.2K - $40.8K
|
3.78K
$169K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.34K+ 2.66% |
$144K - $177K
|
168K
$7.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-74- 0.12% |
$2.45K - $3.01K
|
59.7K
$2.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.29K- 2.35% |
$75.9K - $93.1K
|
95.2K
$4.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-170- 62.96% |
$5.63K - $6.91K
|
100
$4.46K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-573- 4.92% |
$19K - $23.3K
|
11.1K
$495K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.21% |
$33.1 - $40.7
|
476
$21.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
769+ 5.27% |
$25.5K - $31.3K
|
15.4K
$686K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-2.13K- 1.09% |
$70.4K - $86.5K
|
193K
$8.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.36K- 35.44% |
$44.9K - $55.1K
|
2.47K
$110K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-35- 0.61% |
$1.16K - $1.42K
|
5.69K
$254K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.9K+ 7.5% |
$1.26M - $1.54M
|
544K
$24.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.69K- 1.78% |
$255K - $313K
|
424K
$18.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.88K- 10.23% |
$62.4K - $76.5K
|
16.5K
$737K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-231- 0.19% |
$7.65K - $9.39K
|
124K
$5.55M
|