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, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
240New |
$9.04K - $10.1K
|
240
$9.88K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.95K- 4.47% |
$187K - $208K
|
106K
$4.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.95K+ 0.75% |
$262K - $292K
|
937K
$38.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.56KNew |
$58.9K - $65.6K
|
1.56K
$64.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2K- 22.86% |
$75.4K - $84K
|
6.75K
$278K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-70- 1.59% |
$2.64K - $2.94K
|
4.34K
$179K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-608- 7.63% |
$22.9K - $25.5K
|
7.36K
$303K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-384- 16.55% |
$14.5K - $16.1K
|
1.94K
$79.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
149New |
$5.61K - $6.26K
|
149
$6.13K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.89K- 7.62% |
$105K - $114K
|
35K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
8.88KNew |
$321K - $352K
|
8.88K
$366K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.5K- 72.76% |
$1.07M - $1.17M
|
11K
$454K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
48New |
$1.74K - $1.9K
|
48
$1.98K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.38KNew |
$303K - $332K
|
8.38K
$345K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-419- 11.87% |
$15.2K - $16.6K
|
3.11K
$128K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1New |
$36.2 - $39.6
|
1
$41.2
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.48K+ 23.97% |
$126K - $138K
|
18K
$740K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.8KNew |
$246K - $269K
|
6.8K
$280K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.32% |
$36.2 - $39.6
|
309
$12.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
7.38KNew |
$267K - $292K
|
7.38K
$304K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-595- 28.67% |
$21.5K - $23.6K
|
1.48K
$60.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.79KNew |
$64.8K - $70.9K
|
1.79K
$73.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
6.77KNew |
$245K - $268K
|
6.77K
$279K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.58K- 90.8% |
$57.2K - $62.6K
|
160
$6.59K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
205New |
$7.42K - $8.12K
|
205
$8.44K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-300- 8.55% |
$10.9K - $11.9K
|
3.21K
$132K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-1.94K- 2.32% |
$70.2K - $76.9K
|
81.8K
$3.37M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.86K- 88.45% |
$103K - $113K
|
373
$15.4K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
210New |
$7.6K - $8.32K
|
210
$8.64K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
750New |
$27.1K - $29.7K
|
750
$30.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
10New |
$362 - $396
|
10
$412
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
8.15KNew |
$295K - $323K
|
8.15K
$335K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.29K- 24.93% |
$46.7K - $51.1K
|
3.89K
$160K
|
|
| Q1 2024 | |||||||
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2.53K- 23.69% |
$89.5K - $99.4K
|
8.15K
$335K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
898New |
$31.8K - $35.3K
|
898
$37K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-130- 1.66% |
$4.6K - $5.11K
|
7.7K
$317K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.17K+ 1.8% |
$254K - $281K
|
404K
$16.6M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
873+ 32.29% |
$30.9K - $34.3K
|
3.58K
$147K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-404- 7.22% |
$14.3K - $15.9K
|
5.19K
$214K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
292New |
$10.3K - $11.5K
|
292
$12K
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
11KNew |
$389K - $432K
|
11K
$453K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-648K- 3.09% |
$22.9M - $25.5M
|
20.4M
$838M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
90New |
$3.19K - $3.54K
|
90
$3.7K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
970New |
$34.3K - $38.1K
|
970
$39.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2KNew |
$70.8K - $78.6K
|
2K
$82.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
451+ 169.55% |
$16K - $17.7K
|
717
$29.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
200New |
$7.08K - $7.86K
|
200
$8.23K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
230New |
$8.14K - $9.03K
|
230
$9.47K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
500+ 8.69% |
$17.7K - $19.6K
|
6.26K
$257K
|
|