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 |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
3.37K+ 8.17% |
$112K - $137K
|
44.6K
$1.99M
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.25KNew |
$46.7K - $54.2K
|
1.25K
$55.8K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1- 0.24% |
$37.4 - $43.4
|
420
$18.7K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-90- 54.55% |
$3.36K - $3.9K
|
75
$3.35K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
276+ 2.91% |
$10.3K - $12K
|
9.75K
$435K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
26+ 0.18% |
$971 - $1.13K
|
14.6K
$653K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.06KNew |
$338K - $393K
|
9.06K
$404K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.62K- 22.8% |
$60.5K - $70.2K
|
5.49K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
500+ 10.87% |
$18.7K - $21.7K
|
5.1K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.43KNew |
$53.3K - $61.8K
|
1.43K
$63.7K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-156- 3.99% |
$5.83K - $6.76K
|
3.76K
$168K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-31- 22.3% |
$1.16K - $1.34K
|
108
$4.82K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.41K- 28.69% |
$127K - $148K
|
8.46K
$378K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.95KNew |
$222K - $258K
|
5.95K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-10.2K- 2.42% |
$379K - $440K
|
410K
$18.3M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.17K+ 1.9% |
$43.8K - $50.9K
|
62.9K
$2.81M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
114New |
$4.26K - $4.94K
|
114
$5.09K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
692+ 66.54% |
$25.8K - $30K
|
1.73K
$77.3K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.27M+ 6.48% |
$47.6M - $55.3M
|
21M
$936M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.59K+ 98.1% |
$96.5K - $112K
|
5.22K
$233K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.48K- 19.85% |
$55.3K - $64.2K
|
5.98K
$267K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
20.9KNew |
$782K - $908K
|
20.9K
$935K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-250- 3.41% |
$9.34K - $10.8K
|
7.08K
$316K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-445- 47.04% |
$16.6K - $19.3K
|
501
$22.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-105- 3.91% |
$3.92K - $4.55K
|
2.58K
$115K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-5.71K- 2.06% |
$213K - $247K
|
271K
$12.1M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
460New |
$17.2K - $19.9K
|
460
$20.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-36- 0.53% |
$1.34K - $1.56K
|
6.81K
$304K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-849- 7.58% |
$31.7K - $36.8K
|
10.4K
$462K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$37.4 - $43.4
|
5.6K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-106- 13.33% |
$3.96K - $4.6K
|
689
$30.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
110New |
$4.11K - $4.77K
|
110
$4.91K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
275+ 266.99% |
$10.3K - $11.9K
|
378
$16.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-173- 1.26% |
$6.46K - $7.5K
|
13.6K
$605K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-741- 14.88% |
$27.7K - $32.1K
|
4.24K
$189K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-86.8K- 97.36% |
$3.24M - $3.76M
|
2.35K
$105K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
6.75KNew |
$252K - $293K
|
6.75K
$301K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-812- 4.99% |
$33.1K - $36.9K
|
15.4K
$690K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
220New |
$8.98K - $9.99K
|
220
$9.82K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.88K+ 59.68% |
$240K - $267K
|
15.7K
$702K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.56KNew |
$63.5K - $70.6K
|
1.56K
$69.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
84.6K+ 174.79% |
$3.45M - $3.84M
|
133K
$5.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
205New |
$8.37K - $9.3K
|
205
$9.15K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.97KNew |
$203K - $226K
|
4.97K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
165New |
$6.74K - $7.49K
|
165
$7.37K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
80New |
$3.27K - $3.63K
|
80
$3.57K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
196+ 2.99% |
$8K - $8.9K
|
6.75K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
765New |
$31.2K - $34.7K
|
765
$34.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
846New |
$34.5K - $38.4K
|
846
$37.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
310+ 60.31% |
$12.7K - $14.1K
|
824
$36.8K
|
|