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 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-313- 2.62% |
$11.7K - $13.6K
|
11.7K
$480K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.27M+ 6.48% |
$47.6M - $55.3M
|
21M
$863M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.92KNew |
$258K - $300K
|
6.92K
$285K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
261+ 0.72% |
$9.75K - $11.3K
|
36.3K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
316+ 9.63% |
$11.8K - $13.7K
|
3.6K
$148K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7+ 0.03% |
$261 - $303
|
26.1K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.78K- 17.91% |
$66.6K - $77.2K
|
8.17K
$336K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
105New |
$3.92K - $4.55K
|
105
$4.32K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7.74K- 19.43% |
$289K - $335K
|
32.1K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.48K- 19.85% |
$55.3K - $64.2K
|
5.98K
$246K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
19+ 0.12% |
$710 - $824
|
16.3K
$672K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-92.1K- 8.33% |
$3.44M - $3.99M
|
1.01M
$41.7M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-156K- 12.56% |
$5.82M - $6.75M
|
1.08M
$44.6M
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-186- 1.06% |
$6.95K - $8.06K
|
17.3K
$711K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-6.4K- 3.18% |
$239K - $277K
|
195K
$8.02M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-17- 0.75% |
$635 - $737
|
2.26K
$93.1K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
20.9KNew |
$782K - $908K
|
20.9K
$862K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
95.5K+ 23.28% |
$3.57M - $4.14M
|
506K
$20.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.94K+ 0.92% |
$147K - $171K
|
432K
$17.8M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.09K+ 0.57% |
$40.8K - $47.4K
|
192K
$7.92M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
975+ 26.72% |
$36.4K - $42.3K
|
4.62K
$190K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-325- 3.43% |
$12.1K - $14.1K
|
9.16K
$377K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
696+ 2.0% |
$26K - $30.2K
|
35.6K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.91K- 5.18% |
$71.2K - $82.6K
|
34.9K
$1.44M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6+ 0.09% |
$224 - $260
|
6.95K
$286K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.89K+ 7284.62% |
$70.7K - $82.1K
|
1.92K
$79K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
964+ 2.28% |
$36K - $41.8K
|
43.2K
$1.78M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-143- 11.55% |
$5.34K - $6.2K
|
1.1K
$45.1K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.03% |
$149 - $173
|
14.6K
$601K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.66K- 22.14% |
$99.4K - $115K
|
9.36K
$385K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-80- 0.66% |
$2.99K - $3.47K
|
12.1K
$497K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-250- 3.41% |
$9.34K - $10.8K
|
7.08K
$291K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.67K+ 33.16% |
$62.4K - $72.4K
|
6.71K
$276K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
774+ 9.35% |
$28.9K - $33.6K
|
9.05K
$373K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
75+ 1.32% |
$2.8K - $3.25K
|
5.75K
$236K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.54K+ 2.78% |
$132K - $153K
|
131K
$5.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-445- 47.04% |
$16.6K - $19.3K
|
501
$20.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.88K+ 19.21% |
$108K - $125K
|
17.9K
$737K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-105- 3.91% |
$3.92K - $4.55K
|
2.58K
$106K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.6K- 12.06% |
$470K - $545K
|
91.7K
$3.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
260New |
$9.71K - $11.3K
|
260
$10.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.12% |
$261 - $303
|
5.78K
$238K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-5.71K- 2.06% |
$213K - $247K
|
271K
$11.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
7.42KNew |
$277K - $321K
|
7.42K
$305K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-849- 7.58% |
$31.7K - $36.8K
|
10.4K
$426K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-36- 0.53% |
$1.34K - $1.56K
|
6.81K
$280K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3K+ 13.39% |
$112K - $130K
|
25.4K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
460New |
$17.2K - $19.9K
|
460
$18.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1+ 0.01% |
$37.4 - $43.4
|
10.2K
$419K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-113- 0.79% |
$4.22K - $4.9K
|
14.1K
$581K
|