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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
149New |
$5.61K - $6.26K
|
149
$6.13K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
24New |
$904 - $1.01K
|
24
$988
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
24+ 240.0% |
$904 - $1.01K
|
34
$1.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7+ 0.35% |
$264 - $294
|
2.02K
$83K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
8.88KNew |
$321K - $352K
|
8.88K
$366K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.38KNew |
$303K - $332K
|
8.38K
$345K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
8.15KNew |
$295K - $323K
|
8.15K
$335K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
7.38KNew |
$267K - $292K
|
7.38K
$304K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.8KNew |
$246K - $269K
|
6.8K
$280K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
6.77KNew |
$245K - $268K
|
6.77K
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.48K+ 23.97% |
$126K - $138K
|
18K
$740K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.79KNew |
$64.8K - $70.9K
|
1.79K
$73.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
750New |
$27.1K - $29.7K
|
750
$30.9K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
210New |
$7.6K - $8.32K
|
210
$8.64K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
205New |
$7.42K - $8.12K
|
205
$8.44K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
48New |
$1.74K - $1.9K
|
48
$1.98K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
10New |
$362 - $396
|
10
$412
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1New |
$36.2 - $39.6
|
1
$41.2
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.32% |
$36.2 - $39.6
|
309
$12.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
11KNew |
$389K - $432K
|
11K
$453K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.17K+ 1.8% |
$254K - $281K
|
404K
$16.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2KNew |
$70.8K - $78.6K
|
2K
$82.3K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
970New |
$34.3K - $38.1K
|
970
$39.9K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
898New |
$31.8K - $35.3K
|
898
$37K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
873+ 32.29% |
$30.9K - $34.3K
|
3.58K
$147K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
500+ 8.69% |
$17.7K - $19.6K
|
6.26K
$257K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
451+ 169.55% |
$16K - $17.7K
|
717
$29.5K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
292New |
$10.3K - $11.5K
|
292
$12K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
230New |
$8.14K - $9.03K
|
230
$9.47K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
200New |
$7.08K - $7.86K
|
200
$8.23K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
90New |
$3.19K - $3.54K
|
90
$3.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
55New |
$1.95K - $2.16K
|
55
$2.26K
|
|
| Q4 2023 | |||||||
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
83.5KNew |
$2.54M - $3.19M
|
83.5K
$3.44M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
7.07KNew |
$215K - $270K
|
7.07K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.83KNew |
$177K - $222K
|
5.83K
$240K
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
5.79KNew |
$176K - $221K
|
5.79K
$238K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.49KNew |
$167K - $209K
|
5.49K
$226K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
1.5KNew |
$45.6K - $57.2K
|
1.5K
$61.7K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.42KNew |
$43.1K - $54.2K
|
1.42K
$58.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.12KNew |
$34K - $42.7K
|
1.12K
$46.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
841+ 382.27% |
$25.5K - $32.1K
|
1.06K
$43.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
389New |
$11.8K - $14.8K
|
389
$16K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
124+ 116.98% |
$3.77K - $4.73K
|
230
$9.47K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.35% |
$91.1 - $114
|
869
$35.8K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
89.8K+ 400.0% |
$2.91M - $16.1M
|
112K
$4.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
85.2K+ 400.0% |
$2.76M - $15.2M
|
107K
$4.38M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
18.8K+ 392.98% |
$608K - $3.35M
|
23.5K
$968K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
12.7K+ 367.25% |
$412K - $2.27M
|
16.2K
$666K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.9K+ 540.91% |
$386K - $2.13M
|
14.1K
$580K
|
|