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 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
55New |
$1.95K - $2.16K
|
55
$2.35K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
36+ 25.9% |
$1.27K - $1.41K
|
175
$7.49K
|
|
| Q4 2023 | |||||||
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
83.5KNew |
$2.54M - $3.19M
|
83.5K
$3.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
7.07KNew |
$215K - $270K
|
7.07K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.83KNew |
$177K - $222K
|
5.83K
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
5.79KNew |
$176K - $221K
|
5.79K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.67KNew |
$172K - $216K
|
5.67K
$243K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.49KNew |
$167K - $209K
|
5.49K
$235K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
1.5KNew |
$45.6K - $57.2K
|
1.5K
$64.2K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.42KNew |
$43.1K - $54.2K
|
1.42K
$60.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.12KNew |
$34K - $42.7K
|
1.12K
$47.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
841+ 382.27% |
$25.5K - $32.1K
|
1.06K
$45.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
445New |
$13.5K - $17K
|
445
$19K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
420New |
$12.8K - $16K
|
420
$18K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
389New |
$11.8K - $14.8K
|
389
$16.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
124+ 116.98% |
$3.77K - $4.73K
|
230
$9.84K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.35% |
$91.1 - $114
|
869
$37.2K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
89.8K+ 400.0% |
$2.91M - $16.1M
|
112K
$4.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
85.2K+ 400.0% |
$2.76M - $15.2M
|
107K
$4.56M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
18.8K+ 392.98% |
$608K - $3.35M
|
23.5K
$1.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
18.1K+ 393.98% |
$586K - $3.23M
|
22.7K
$970K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
12.7K+ 367.25% |
$412K - $2.27M
|
16.2K
$693K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.9K+ 540.91% |
$386K - $2.13M
|
14.1K
$603K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
10.8K+ 400.0% |
$350K - $1.93M
|
13.5K
$578K
|
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
8.4K+ 400.0% |
$272K - $1.5M
|
10.5K
$449K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
7.88K+ 400.0% |
$256K - $1.41M
|
9.86K
$422K
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
7.5KNew |
$243K - $1.34M
|
7.5K
$321K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
6.32K+ 400.0% |
$205K - $1.13M
|
7.91K
$338K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.28K+ 536.09% |
$204K - $1.12M
|
7.46K
$319K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
6.22K+ 400.0% |
$202K - $1.11M
|
7.78K
$333K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
6.14K+ 400.0% |
$199K - $1.1M
|
7.67K
$328K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.94K+ 400.0% |
$192K - $1.06M
|
7.42K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.8K+ 400.0% |
$188K - $1.04M
|
7.25K
$310K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.62K+ 400.0% |
$182K - $1.01M
|
7.03K
$301K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
5.62K+ 400.0% |
$182K - $1.01M
|
7.03K
$301K
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
5.61K+ 402.29% |
$182K - $1M
|
7.01K
$300K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.78K+ 400.0% |
$123K - $676K
|
4.73K
$202K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.63K+ 400.0% |
$118K - $650K
|
4.54K
$194K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.46K+ 400.0% |
$112K - $619K
|
4.33K
$185K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.38KNew |
$77.2K - $426K
|
2.38K
$102K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.68K+ 400.0% |
$54.5K - $300K
|
2.1K
$89.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.66KNew |
$53.7K - $296K
|
1.66K
$70.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.27K+ 400.0% |
$41.2K - $227K
|
1.59K
$68.1K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.14K+ 400.0% |
$37.1K - $205K
|
1.43K
$61.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.05K+ 399.24% |
$34K - $188K
|
1.31K
$56.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
940+ 400.0% |
$30.5K - $168K
|
1.18K
$50.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
816+ 400.0% |
$26.5K - $146K
|
1.02K
$43.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
761+ 400.53% |
$24.7K - $136K
|
951
$40.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
711+ 150.0% |
$23.1K - $127K
|
1.19K
$50.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
524+ 400.0% |
$17K - $93.7K
|
655
$28K
|
|