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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
6.32K+ 400.0% |
$205K - $1.13M
|
7.91K
$338K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.78K+ 400.0% |
$123K - $676K
|
4.73K
$202K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
216+ 400.0% |
$7K - $38.6K
|
270
$11.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.63K+ 400.0% |
$118K - $650K
|
4.54K
$194K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
500+ 400.0% |
$16.2K - $89.4K
|
625
$26.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
89.8K+ 400.0% |
$2.91M - $16.1M
|
112K
$4.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
6.14K+ 400.0% |
$199K - $1.1M
|
7.67K
$328K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
85New |
$2.76K - $15.2K
|
85
$3.64K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
232+ 400.0% |
$7.52K - $41.5K
|
290
$12.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.66KNew |
$53.7K - $296K
|
1.66K
$70.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-20- 38.46% |
$648 - $3.58K
|
32
$1.37K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
32New |
$1.04K - $5.72K
|
32
$1.37K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
18.8K+ 392.98% |
$608K - $3.35M
|
23.5K
$1.01M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
200+ 400.0% |
$6.48K - $35.8K
|
250
$10.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
76+ 400.0% |
$2.46K - $13.6K
|
95
$4.07K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
56+ 400.0% |
$1.82K - $10K
|
70
$3K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
5.62K+ 400.0% |
$182K - $1.01M
|
7.03K
$301K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
72+ 400.0% |
$2.33K - $12.9K
|
90
$3.85K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
18.1K+ 393.98% |
$586K - $3.23M
|
22.7K
$970K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
90New |
$2.92K - $16.1K
|
90
$3.85K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
392+ 294.74% |
$12.7K - $70.1K
|
525
$22.5K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
7.88K+ 400.0% |
$256K - $1.41M
|
9.86K
$422K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
8+ 400.0% |
$259 - $1.43K
|
10
$428
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
940+ 400.0% |
$30.5K - $168K
|
1.18K
$50.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
816+ 400.0% |
$26.5K - $146K
|
1.02K
$43.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
175New |
$5.67K - $31.3K
|
175
$7.49K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.38KNew |
$77.2K - $426K
|
2.38K
$102K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
200+ 400.0% |
$6.48K - $35.8K
|
250
$10.7K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
10.8K+ 400.0% |
$350K - $1.93M
|
13.5K
$578K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
59New |
$9.13K - $10.2K
|
59
$2.53K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.38KNew |
$213K - $237K
|
1.38K
$58.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
7.09K+ 4.89% |
$1.1M - $1.22M
|
152K
$6.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
228New |
$35.3K - $39.3K
|
228
$9.76K
|
|
| Q1 2023 | |||||||
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.29KNew |
$516K - $591K
|
3.29K
$141K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-420- 2.32% |
$65.8K - $75.3K
|
17.6K
$755K
|
|
|
May 10, 2023
Q1 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2+ 0.13% |
$313 - $359
|
1.53K
$65.4K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-124- 29.18% |
$19.4K - $22.2K
|
301
$12.9K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.41KNew |
$221K - $253K
|
1.41K
$60.3K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
26New |
$4.07K - $4.66K
|
26
$1.11K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-34- 0.91% |
$5.32K - $6.1K
|
3.7K
$158K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
55New |
$8.61K - $9.86K
|
55
$2.35K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
26.2KNew |
$4.1M - $4.7M
|
26.2K
$1.12M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2New |
$313 - $359
|
2
$85.6
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.99KNew |
$59K - $338K
|
1.99K
$85K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
106New |
$3.15K - $18K
|
106
$4.54K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 3.85% |
$29.7 - $170
|
27
$1.16K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
248New |
$7.37K - $42.2K
|
248
$10.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
688New |
$20.5K - $117K
|
688
$29.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
77New |
$2.29K - $13.1K
|
77
$3.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.27KNew |
$37.8K - $217K
|
1.27K
$54.5K
|
|