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 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-684- 5.29% |
$22.7K - $27.8K
|
12.3K
$547K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
28.3K+ 370.6% |
$938K - $1.15M
|
36K
$1.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-359- 4.91% |
$11.9K - $14.6K
|
6.96K
$311K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.09K- 4.15% |
$35.9K - $44.1K
|
25K
$1.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
5.16K+ 11.94% |
$171K - $210K
|
48.4K
$2.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.73KNew |
$57.4K - $70.4K
|
1.73K
$77.3K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-1.25K- 20.33% |
$41.4K - $50.8K
|
4.9K
$219K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.65K+ 1.83% |
$154K - $189K
|
258K
$11.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-285- 4.87% |
$9.44K - $11.6K
|
5.56K
$248K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.75K- 4.83% |
$58K - $71.3K
|
34.5K
$1.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-12- 2.78% |
$398 - $488
|
420
$18.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
385+ 17.01% |
$12.8K - $15.7K
|
2.65K
$118K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-48- 0.53% |
$1.59K - $1.95K
|
9.01K
$402K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
968+ 21.39% |
$32.1K - $39.4K
|
5.49K
$245K
|
|
|
Aug 05, 2025
Q2 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-126- 0.73% |
$4.17K - $5.12K
|
17.2K
$766K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-781- 13.17% |
$25.9K - $31.8K
|
5.15K
$230K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
455+ 38.92% |
$15.1K - $18.5K
|
1.62K
$72.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-663- 8.31% |
$22K - $27K
|
7.31K
$326K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1+ 0.26% |
$33.1 - $40.7
|
391
$17.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-659- 8.43% |
$21.8K - $26.8K
|
7.16K
$320K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
515New |
$17.1K - $20.9K
|
515
$23K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.28K+ 27.77% |
$42.5K - $52.2K
|
5.91K
$264K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4+ 0.04% |
$133 - $163
|
10.2K
$454K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20- 0.11% |
$663 - $813
|
18.8K
$839K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.52K+ 6.26% |
$50.4K - $61.8K
|
25.8K
$1.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
29.9K+ 71242.86% |
$991K - $1.22M
|
30K
$1.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.48K+ 47.86% |
$148K - $182K
|
13.8K
$618K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.04K+ 3.31% |
$101K - $124K
|
94.8K
$4.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.96KNew |
$164K - $202K
|
4.96K
$221K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-178- 0.7% |
$5.9K - $7.24K
|
25.2K
$1.13M
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-461- 4.06% |
$15.3K - $18.7K
|
10.9K
$487K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.49KNew |
$182K - $223K
|
5.49K
$245K
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
BUY
|
- |
5.01KNew |
$166K - $204K
|
5.01K
$223K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
328+ 32.96% |
$10.9K - $13.3K
|
1.32K
$59.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-393- 2.2% |
$13K - $16K
|
17.5K
$782K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.59KNew |
$52.6K - $64.5K
|
1.59K
$70.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
183New |
$6.06K - $7.44K
|
183
$8.17K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.03% |
$265 - $325
|
27.8K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
13.9K+ 1.57% |
$462K - $567K
|
899K
$40.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
238New |
$7.88K - $9.68K
|
238
$10.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-35- 13.46% |
$1.16K - $1.42K
|
225
$10K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-841- 6.08% |
$27.9K - $34.2K
|
13K
$580K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-189- 1.34% |
$6.26K - $7.69K
|
13.9K
$621K
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.04K+ 1.88% |
$101K - $123K
|
165K
$7.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
487+ 463.81% |
$16.1K - $19.8K
|
592
$26.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-92- 0.19% |
$3.05K - $3.74K
|
47.6K
$2.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.03K+ 19.04% |
$167K - $204K
|
31.4K
$1.4M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.04K+ 29.03% |
$34.6K - $42.5K
|
4.64K
$207K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
959+ 14.3% |
$31.8K - $39K
|
7.67K
$342K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10.9KNew |
$362K - $444K
|
10.9K
$488K
|