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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1+ 0.01% |
$37.4 - $43.4
|
10.2K
$419K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$37.4 - $43.4
|
11.4K
$469K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$37.4 - $43.4
|
5.6K
$230K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.11% |
$37.4 - $43.4
|
909
$37.4K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
84.6K+ 174.79% |
$3.45M - $3.84M
|
133K
$5.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
42.3KNew |
$1.73M - $1.92M
|
42.3K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.19KNew |
$334K - $372K
|
8.19K
$337K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.93KNew |
$242K - $269K
|
5.93K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.88K+ 59.68% |
$240K - $267K
|
15.7K
$648K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.97KNew |
$203K - $226K
|
4.97K
$205K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.24K+ 502.25% |
$91.2K - $101K
|
2.68K
$110K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.19KNew |
$89.4K - $99.4K
|
2.19K
$90.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.56KNew |
$63.5K - $70.6K
|
1.56K
$64K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.46KNew |
$59.7K - $66.4K
|
1.46K
$60.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.05K+ 2.89% |
$42.8K - $47.6K
|
37.4K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
846New |
$34.5K - $38.4K
|
846
$34.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
781New |
$31.9K - $35.4K
|
781
$32.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
765New |
$31.2K - $34.7K
|
765
$31.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
757+ 15.58% |
$30.9K - $34.4K
|
5.62K
$231K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
671+ 16.99% |
$27.4K - $30.5K
|
4.62K
$190K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
594+ 7.85% |
$24.2K - $27K
|
8.16K
$336K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
345New |
$14.1K - $15.7K
|
345
$14.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
310+ 60.31% |
$12.7K - $14.1K
|
824
$33.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
300New |
$12.2K - $13.6K
|
300
$12.3K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
220New |
$8.98K - $9.99K
|
220
$9.06K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
205New |
$8.37K - $9.3K
|
205
$8.44K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
196+ 2.99% |
$8K - $8.9K
|
6.75K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
165New |
$6.74K - $7.49K
|
165
$6.79K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
100New |
$4.08K - $4.54K
|
100
$4.12K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
80New |
$3.27K - $3.63K
|
80
$3.29K
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
60+ 0.34% |
$2.45K - $2.72K
|
17.5K
$721K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
55+ 2.02% |
$2.25K - $2.5K
|
2.77K
$114K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
10New |
$408 - $454
|
10
$412
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.48% |
$245 - $272
|
1.25K
$51.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.42% |
$81.6 - $90.8
|
477
$19.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2+ 0.52% |
$81.6 - $90.8
|
390
$16.1K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.13% |
$40.8 - $45.4
|
758
$31.2K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.42% |
$40.8 - $45.4
|
240
$9.88K
|
|
| Q3 2024 | |||||||
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
17.9KNew |
$674K - $751K
|
17.9K
$736K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.95K+ 0.75% |
$262K - $292K
|
937K
$38.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
5.96KNew |
$225K - $250K
|
5.96K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.41KNew |
$204K - $227K
|
5.41K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
5.01KNew |
$189K - $210K
|
5.01K
$206K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.56KNew |
$58.9K - $65.6K
|
1.56K
$64.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.38KNew |
$52K - $58K
|
1.38K
$56.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
858New |
$32.3K - $36K
|
858
$35.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
420+ 73.04% |
$15.8K - $17.6K
|
995
$41K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
414New |
$15.6K - $17.4K
|
414
$17K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
240New |
$9.04K - $10.1K
|
240
$9.88K
|
|