Latest Institutional Purchases of Invesco Ftse Rafi Us 1500 Smal (PRFZ)
This list provides information on the latest institutional transactions involving Invesco Ftse Rafi Us 1500 Smal (PRFZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.01MNew |
$41.2M - $45.8M
|
1.01M
$43.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
628KNew |
$25.6M - $28.5M
|
628K
$26.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
242K+ 118.15% |
$9.87M - $11M
|
446K
$19.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
132KNew |
$5.39M - $5.99M
|
132K
$5.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
89.1K+ 512.92% |
$3.64M - $4.04M
|
106K
$4.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
84.6K+ 174.79% |
$3.45M - $3.84M
|
133K
$5.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
57.2K+ 2.24% |
$2.33M - $2.6M
|
2.61M
$112M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
52K+ 4.94% |
$2.12M - $2.36M
|
1.11M
$47.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
48.1K+ 7.66% |
$1.96M - $2.18M
|
676K
$29M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
47.9KNew |
$1.95M - $2.17M
|
47.9K
$2.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
42.3KNew |
$1.73M - $1.92M
|
42.3K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
38.2K+ 10.26% |
$1.56M - $1.73M
|
410K
$17.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
27.8KNew |
$1.13M - $1.26M
|
27.8K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.6K+ 15.32% |
$1.04M - $1.16M
|
193K
$8.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25K+ 3.75% |
$1.02M - $1.13M
|
691K
$29.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
17.7K+ 4.39% |
$722K - $803K
|
420K
$18M
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
17.5KNew |
$713K - $793K
|
17.5K
$750K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.9K+ 1.38% |
$690K - $768K
|
1.24M
$53.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
13.9K+ 6.75% |
$567K - $631K
|
220K
$9.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
12.4KNew |
$508K - $565K
|
12.4K
$534K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.2K+ 11.8% |
$498K - $553K
|
115K
$4.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.13K+ 6.5% |
$373K - $414K
|
150K
$6.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.19KNew |
$334K - $372K
|
8.19K
$351K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.18K+ 8.51% |
$334K - $371K
|
104K
$4.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7.46KNew |
$305K - $339K
|
7.46K
$320K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.79K+ 12.36% |
$277K - $308K
|
61.7K
$2.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.51K+ 18.29% |
$266K - $295K
|
42.1K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.93KNew |
$242K - $269K
|
5.93K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.88K+ 59.68% |
$240K - $267K
|
15.7K
$675K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.27K+ 5.66% |
$215K - $239K
|
98.4K
$4.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.97KNew |
$203K - $226K
|
4.97K
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.63K+ 3.52% |
$189K - $210K
|
136K
$5.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.52K+ 41.41% |
$185K - $205K
|
15.4K
$663K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.34K+ 206.72% |
$177K - $197K
|
6.43K
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4K+ 55.11% |
$163K - $182K
|
11.3K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.5K+ 10.61% |
$102K - $114K
|
26.1K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.4K+ 19.68% |
$98K - $109K
|
14.6K
$626K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
2.34K+ 5.86% |
$95.4K - $106K
|
42.2K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.28KNew |
$93.1K - $103K
|
2.28K
$97.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.24K+ 502.25% |
$91.2K - $101K
|
2.68K
$115K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.19KNew |
$89.4K - $99.4K
|
2.19K
$93.9K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.11K+ 10.42% |
$86.3K - $95.9K
|
22.4K
$961K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.02K+ 5.9% |
$82.6K - $91.9K
|
36.3K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.91K+ 18.79% |
$78.1K - $86.9K
|
12.1K
$519K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.75K+ 29.41% |
$71.4K - $79.4K
|
7.7K
$330K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.71K+ 51.32% |
$69.7K - $77.5K
|
5.04K
$216K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.61K+ 2.14% |
$65.5K - $72.9K
|
76.6K
$3.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.56KNew |
$63.5K - $70.6K
|
1.56K
$66.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.46KNew |
$59.7K - $66.4K
|
1.46K
$62.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.05K+ 2.89% |
$42.8K - $47.6K
|
37.4K
$1.6M
|