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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.95KNew |
$222K - $258K
|
5.95K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.85KNew |
$218K - $253K
|
5.85K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
5.85KNew |
$218K - $253K
|
5.85K
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.71KNew |
$213K - $247K
|
5.71K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.55K+ 12.52% |
$170K - $197K
|
40.9K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4.21K+ 122.81% |
$157K - $183K
|
7.64K
$326K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.94K+ 0.92% |
$147K - $171K
|
432K
$18.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.54K+ 2.78% |
$132K - $153K
|
131K
$5.58M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3K+ 13.39% |
$112K - $130K
|
25.4K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.88K+ 19.21% |
$108K - $125K
|
17.9K
$764K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.59K+ 98.1% |
$96.5K - $112K
|
5.22K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.56K+ 16.78% |
$95.5K - $111K
|
17.8K
$760K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.43K+ 13.56% |
$90.7K - $105K
|
20.3K
$868K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.3KNew |
$85.9K - $99.7K
|
2.3K
$98.2K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.23K+ 19.77% |
$83.1K - $96.5K
|
13.5K
$576K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.89K+ 7284.62% |
$70.7K - $82.1K
|
1.92K
$82K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.67K+ 33.16% |
$62.4K - $72.4K
|
6.71K
$286K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.57K+ 12.03% |
$58.5K - $67.9K
|
14.6K
$623K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.55K+ 1.2% |
$57.7K - $67K
|
130K
$5.54M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.53K+ 2.63% |
$57.2K - $66.4K
|
59.8K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.43KNew |
$53.3K - $61.8K
|
1.43K
$60.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.4K+ 11.22% |
$52.1K - $60.5K
|
13.8K
$591K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.17K+ 1.9% |
$43.8K - $50.9K
|
62.9K
$2.69M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
975+ 26.72% |
$36.4K - $42.3K
|
4.62K
$197K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
964+ 2.28% |
$36K - $41.8K
|
43.2K
$1.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
839+ 1.1% |
$31.3K - $36.4K
|
77.5K
$3.31M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
820+ 21.41% |
$30.6K - $35.5K
|
4.65K
$199K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
774+ 9.35% |
$28.9K - $33.6K
|
9.05K
$387K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
696+ 2.0% |
$26K - $30.2K
|
35.6K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
692+ 66.54% |
$25.8K - $30K
|
1.73K
$74K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
675+ 17.53% |
$25.2K - $29.3K
|
4.53K
$193K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
542+ 3.03% |
$20.2K - $23.5K
|
18.4K
$786K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
500+ 10.87% |
$18.7K - $21.7K
|
5.1K
$218K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
460New |
$17.2K - $19.9K
|
460
$19.6K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
335+ 3.23% |
$12.5K - $14.5K
|
10.7K
$457K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
316+ 9.63% |
$11.8K - $13.7K
|
3.6K
$154K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
297+ 20.77% |
$11.1K - $12.9K
|
1.73K
$73.7K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
276+ 2.91% |
$10.3K - $12K
|
9.75K
$416K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
275+ 266.99% |
$10.3K - $11.9K
|
378
$16.1K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
261+ 0.72% |
$9.75K - $11.3K
|
36.3K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
260New |
$9.71K - $11.3K
|
260
$11.1K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
244+ 3.55% |
$9.11K - $10.6K
|
7.11K
$304K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
220+ 1.85% |
$8.22K - $9.54K
|
12.1K
$518K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
155+ 4.23% |
$5.79K - $6.72K
|
3.82K
$163K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
153New |
$5.71K - $6.63K
|
153
$6.53K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
114New |
$4.26K - $4.94K
|
114
$4.87K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
110New |
$4.11K - $4.77K
|
110
$4.7K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
105New |
$3.92K - $4.55K
|
105
$4.48K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
73+ 0.47% |
$2.73K - $3.16K
|
15.5K
$663K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
64+ 1.13% |
$2.39K - $2.77K
|
5.72K
$244K
|