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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.51K- 0.59% |
$61.5K - $70.1K
|
257K
$11.4M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.12K- 4.45% |
$45.7K - $52K
|
24.1K
$1.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
456+ 25.35% |
$18.6K - $21.1K
|
2.26K
$100K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.41% |
$40.7 - $46.3
|
242
$10.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-64- 0.55% |
$2.6K - $2.97K
|
11.6K
$515K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
500+ 9.58% |
$20.3K - $23.2K
|
5.72K
$254K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
98New |
$3.99K - $4.54K
|
98
$4.35K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
4.46KNew |
$181K - $206K
|
4.46K
$198K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.4K- 7.91% |
$424K - $483K
|
121K
$5.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
4.65KNew |
$189K - $215K
|
4.65K
$206K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-414- 6.03% |
$16.8K - $19.2K
|
6.45K
$286K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-123K- 13.71% |
$5.01M - $5.71M
|
776K
$34.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
21K+ 8.51% |
$853K - $972K
|
267K
$11.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 0.64% |
$407 - $463
|
1.55K
$69K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
43+ 0.11% |
$1.75K - $1.99K
|
39.8K
$1.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-708- 12.42% |
$28.8K - $32.8K
|
4.99K
$222K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
9.58K+ 1.4% |
$390K - $444K
|
692K
$30.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
5+ 0.32% |
$203 - $232
|
1.59K
$70.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
124New |
$5.04K - $5.74K
|
124
$5.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.66K+ 1.32% |
$67.6K - $77K
|
127K
$5.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.17KNew |
$47.5K - $54.1K
|
1.17K
$51.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
6+ 0.06% |
$244 - $278
|
9.49K
$421K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.59K- 20.68% |
$64.5K - $73.4K
|
6.08K
$270K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
5.43K+ 2.34% |
$221K - $251K
|
237K
$10.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1.09K- 19.6% |
$44.3K - $50.5K
|
4.47K
$198K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-60- 0.23% |
$2.44K - $2.78K
|
25.8K
$1.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-215- 2.15% |
$8.75K - $9.96K
|
9.78K
$434K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.09K- 3.89% |
$84.8K - $96.6K
|
51.6K
$2.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.57K+ 226.94% |
$145K - $165K
|
5.15K
$228K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
87New |
$3.54K - $4.03K
|
87
$3.86K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-237- 0.3% |
$9.64K - $11K
|
77.8K
$3.45M
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-378- 0.23% |
$15.4K - $17.5K
|
164K
$7.29M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.07K+ 7.9% |
$43.4K - $49.4K
|
14.6K
$647K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 0.33% |
$122 - $139
|
914
$40.6K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.55K- 2.13% |
$104K - $118K
|
118K
$5.22M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.26K+ 22.69% |
$51.4K - $58.6K
|
6.83K
$303K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
65+ 22.03% |
$2.64K - $3.01K
|
360
$16K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
177New |
$7.2K - $8.2K
|
177
$7.86K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.22% |
$40.7 - $46.3
|
461
$20.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.37K+ 0.63% |
$55.9K - $63.6K
|
219K
$9.73M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
4.63KNew |
$188K - $215K
|
4.63K
$206K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.17K- 8.53% |
$292K - $332K
|
76.8K
$3.41M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1+ 0.0% |
$40.7 - $46.3
|
24.2K
$1.08M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
5.33KNew |
$217K - $247K
|
5.33K
$236K
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-272- 0.61% |
$11.1K - $12.6K
|
44.4K
$1.97M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
112K+ 15.37% |
$3.7M - $4.55M
|
839K
$37.3M
|
|
|
Nov 12, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
44+ 0.08% |
$1.46K - $1.79K
|
53.1K
$2.36M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.14K- 5.2% |
$37.7K - $46.3K
|
20.7K
$921K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.28K- 16.93% |
$75.6K - $92.8K
|
11.2K
$497K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.13K+ 91.92% |
$236K - $290K
|
14.9K
$660K
|
|