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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.32% |
$36.2 - $39.6
|
309
$11.7K
|
|
|
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
$417K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.17K+ 1.8% |
$254K - $281K
|
404K
$15.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2KNew |
$70.8K - $78.6K
|
2K
$75.8K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
970New |
$34.3K - $38.1K
|
970
$36.8K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
898New |
$31.8K - $35.3K
|
898
$34K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
873+ 32.29% |
$30.9K - $34.3K
|
3.58K
$136K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
500+ 8.69% |
$17.7K - $19.6K
|
6.26K
$237K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
451+ 169.55% |
$16K - $17.7K
|
717
$27.2K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
292New |
$10.3K - $11.5K
|
292
$11.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
230New |
$8.14K - $9.03K
|
230
$8.72K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
200New |
$7.08K - $7.86K
|
200
$7.58K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
90New |
$3.19K - $3.54K
|
90
$3.41K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
55New |
$1.95K - $2.16K
|
55
$2.08K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
36+ 25.9% |
$1.27K - $1.41K
|
175
$6.63K
|
|
| Q4 2023 | |||||||
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
83.5KNew |
$2.54M - $3.19M
|
83.5K
$3.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
7.07KNew |
$215K - $270K
|
7.07K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.83KNew |
$177K - $222K
|
5.83K
$221K
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
5.79KNew |
$176K - $221K
|
5.79K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.67KNew |
$172K - $216K
|
5.67K
$215K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.49KNew |
$167K - $209K
|
5.49K
$208K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
1.5KNew |
$45.6K - $57.2K
|
1.5K
$56.9K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.42KNew |
$43.1K - $54.2K
|
1.42K
$53.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.12KNew |
$34K - $42.7K
|
1.12K
$42.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
841+ 382.27% |
$25.5K - $32.1K
|
1.06K
$40.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
420New |
$12.8K - $16K
|
420
$15.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
389New |
$11.8K - $14.8K
|
389
$14.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
124+ 116.98% |
$3.77K - $4.73K
|
230
$8.72K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.35% |
$91.1 - $114
|
869
$32.9K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
89.8K+ 400.0% |
$2.91M - $16.1M
|
112K
$4.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
85.2K+ 400.0% |
$2.76M - $15.2M
|
107K
$4.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
18.8K+ 392.98% |
$608K - $3.35M
|
23.5K
$892K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
12.7K+ 367.25% |
$412K - $2.27M
|
16.2K
$613K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.9K+ 540.91% |
$386K - $2.13M
|
14.1K
$534K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
10.8K+ 400.0% |
$350K - $1.93M
|
13.5K
$512K
|
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
8.4K+ 400.0% |
$272K - $1.5M
|
10.5K
$398K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
7.88K+ 400.0% |
$256K - $1.41M
|
9.86K
$374K
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
7.5KNew |
$243K - $1.34M
|
7.5K
$284K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
6.32K+ 400.0% |
$205K - $1.13M
|
7.91K
$300K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.28K+ 536.09% |
$204K - $1.12M
|
7.46K
$283K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
6.22K+ 400.0% |
$202K - $1.11M
|
7.78K
$295K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
6.14K+ 400.0% |
$199K - $1.1M
|
7.67K
$291K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.94K+ 400.0% |
$192K - $1.06M
|
7.42K
$281K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.8K+ 400.0% |
$188K - $1.04M
|
7.25K
$275K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
5.62K+ 400.0% |
$182K - $1.01M
|
7.03K
$266K
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
5.61K+ 402.29% |
$182K - $1M
|
7.01K
$266K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.78K+ 400.0% |
$123K - $676K
|
4.73K
$179K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.46K+ 400.0% |
$112K - $619K
|
4.33K
$164K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.38KNew |
$77.2K - $426K
|
2.38K
$90.2K
|
|