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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.68K+ 400.0% |
$54.5K - $300K
|
2.1K
$79.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.66KNew |
$53.7K - $296K
|
1.66K
$62.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.27K+ 400.0% |
$41.2K - $227K
|
1.59K
$60.3K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.14K+ 400.0% |
$37.1K - $205K
|
1.43K
$54.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.05K+ 399.24% |
$34K - $188K
|
1.31K
$49.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
940+ 400.0% |
$30.5K - $168K
|
1.18K
$44.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
816+ 400.0% |
$26.5K - $146K
|
1.02K
$38.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
761+ 400.53% |
$24.7K - $136K
|
951
$36K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
711+ 150.0% |
$23.1K - $127K
|
1.19K
$44.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
524+ 400.0% |
$17K - $93.7K
|
655
$24.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
500+ 400.0% |
$16.2K - $89.4K
|
625
$23.7K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
456+ 400.0% |
$14.8K - $81.5K
|
570
$21.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
392+ 294.74% |
$12.7K - $70.1K
|
525
$19.9K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
376+ 400.0% |
$12.2K - $67.2K
|
470
$17.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
336+ 400.0% |
$10.9K - $60.1K
|
420
$15.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
312+ 400.0% |
$10.1K - $55.8K
|
390
$14.8K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
308+ 400.0% |
$9.99K - $55.1K
|
385
$14.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
232+ 400.0% |
$7.52K - $41.5K
|
290
$11K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
216+ 400.0% |
$7K - $38.6K
|
270
$10.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
200+ 400.0% |
$6.48K - $35.8K
|
250
$9.48K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
200+ 400.0% |
$6.48K - $35.8K
|
250
$9.48K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
175New |
$5.67K - $31.3K
|
175
$6.63K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
148+ 400.0% |
$4.8K - $26.5K
|
185
$7.01K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
90New |
$2.92K - $16.1K
|
90
$3.41K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
85New |
$2.76K - $15.2K
|
85
$3.22K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
76+ 400.0% |
$2.46K - $13.6K
|
95
$3.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
76+ 400.0% |
$2.46K - $13.6K
|
95
$3.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
72+ 400.0% |
$2.33K - $12.9K
|
90
$3.41K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
56+ 400.0% |
$1.82K - $10K
|
70
$2.65K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
32New |
$1.04K - $5.72K
|
32
$1.21K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
8+ 400.0% |
$259 - $1.43K
|
10
$379
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
7.09K+ 4.89% |
$1.1M - $1.22M
|
152K
$5.76M
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.5K+ 8.5% |
$232K - $258K
|
19.1K
$726K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.38KNew |
$213K - $237K
|
1.38K
$52.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
228New |
$35.3K - $39.3K
|
228
$8.64K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
26.2KNew |
$4.1M - $4.7M
|
26.2K
$993K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.29KNew |
$516K - $591K
|
3.29K
$125K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.41KNew |
$221K - $253K
|
1.41K
$53.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
55New |
$8.61K - $9.86K
|
55
$2.08K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
26New |
$4.07K - $4.66K
|
26
$985
|
|
|
May 10, 2023
Q1 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2+ 0.13% |
$313 - $359
|
1.53K
$57.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2New |
$313 - $359
|
2
$75.8
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.08KNew |
$91.6K - $524K
|
3.08K
$117K
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
1.5KNew |
$44.6K - $255K
|
1.5K
$56.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.27KNew |
$37.8K - $217K
|
1.27K
$48.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
688New |
$20.5K - $117K
|
688
$26.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
418+ 11.62% |
$12.4K - $71.2K
|
4.02K
$152K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
248New |
$7.37K - $42.2K
|
248
$9.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
168+ 4.7% |
$4.99K - $28.6K
|
3.74K
$142K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
106New |
$3.15K - $18K
|
106
$4.02K
|
|