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 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
10.8K+ 400.0% |
$350K - $1.93M
|
13.5K
$603K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.38KNew |
$213K - $237K
|
1.38K
$61.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
7.09K+ 4.89% |
$1.1M - $1.22M
|
152K
$6.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
228New |
$35.3K - $39.3K
|
228
$10.2K
|
|
| Q1 2023 | |||||||
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.29KNew |
$516K - $591K
|
3.29K
$147K
|
|
|
May 10, 2023
Q1 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2+ 0.13% |
$313 - $359
|
1.53K
$68.2K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.41KNew |
$221K - $253K
|
1.41K
$62.9K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
26New |
$4.07K - $4.66K
|
26
$1.16K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-34- 0.91% |
$5.32K - $6.1K
|
3.7K
$165K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
26.2KNew |
$4.1M - $4.7M
|
26.2K
$1.17M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2New |
$313 - $359
|
2
$89.3
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
106New |
$3.15K - $18K
|
106
$4.73K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 3.85% |
$29.7 - $170
|
27
$1.21K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
248New |
$7.37K - $42.2K
|
248
$11.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
77New |
$2.29K - $13.1K
|
77
$3.44K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.27KNew |
$37.8K - $217K
|
1.27K
$56.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
99New |
$2.94K - $16.9K
|
99
$4.42K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-13.7K- 99.72% |
$407K - $2.33M
|
39
$1.74K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-310- 1.44% |
$9.22K - $52.8K
|
21.3K
$950K
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
1.5KNew |
$44.6K - $255K
|
1.5K
$67K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
168+ 4.7% |
$4.99K - $28.6K
|
3.74K
$167K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
16+ 0.83% |
$476 - $2.72K
|
1.94K
$86.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
33+ 12.89% |
$981 - $5.62K
|
289
$12.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
15New |
$446 - $2.55K
|
15
$670
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1New |
$29.7 - $170
|
1
$44.6
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.08KNew |
$91.6K - $524K
|
3.08K
$137K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
19New |
$565 - $3.23K
|
19
$848
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
100New |
$2.91K - $17.8K
|
100
$4.46K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
216New |
$6.29K - $38.4K
|
216
$9.64K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.87KNew |
$54.4K - $332K
|
1.87K
$83.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
1.71KNew |
$49.8K - $304K
|
1.71K
$76.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
25New |
$729 - $4.44K
|
25
$1.12K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
590+ 3.0% |
$17.2K - $105K
|
20.2K
$903K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
6New |
$175 - $1.07K
|
6
$268
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
23+ 29.87% |
$670 - $4.09K
|
100
$4.46K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.32% |
$29.1 - $178
|
316
$14.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11.2KNew |
$327K - $1.99M
|
11.2K
$501K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$2.91K - $17.8K
|
100
$4.46K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
17New |
$2.54K - $3.14K
|
17
$759
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-129- 51.6% |
$19.2K - $23.8K
|
121
$5.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
63.2KNew |
$9.42M - $11.7M
|
63.2K
$2.82M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.36KNew |
$202K - $251K
|
1.36K
$60.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10New |
$1.49K - $1.85K
|
10
$446
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
17New |
$2.54K - $3.14K
|
17
$759
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
559New |
$83.4K - $103K
|
559
$25K
|
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.15KClosed |
$171K - $212K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-6Closed |
$895 - $1.11K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
35New |
$5.22K - $6.46K
|
35
$1.56K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
47New |
$7.01K - $8.68K
|
47
$2.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-4.14KClosed |
$618K - $765K
|
0
$0
|
|