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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
99New |
$2.94K - $16.9K
|
99
$3.75K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
77New |
$2.29K - $13.1K
|
77
$2.92K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
33+ 12.89% |
$981 - $5.62K
|
289
$11K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
19New |
$565 - $3.23K
|
19
$720
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
16+ 0.83% |
$476 - $2.72K
|
1.94K
$73.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
15New |
$446 - $2.55K
|
15
$569
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 3.85% |
$29.7 - $170
|
27
$1.02K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1New |
$29.7 - $170
|
1
$37.9
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11.2KNew |
$327K - $1.99M
|
11.2K
$425K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.87KNew |
$54.4K - $332K
|
1.87K
$70.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
1.71KNew |
$49.8K - $304K
|
1.71K
$64.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
590+ 3.0% |
$17.2K - $105K
|
20.2K
$767K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
216New |
$6.29K - $38.4K
|
216
$8.19K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
100New |
$2.91K - $17.8K
|
100
$3.79K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$2.91K - $17.8K
|
100
$3.79K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
25New |
$729 - $4.44K
|
25
$948
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
23+ 29.87% |
$670 - $4.09K
|
100
$3.79K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
6New |
$175 - $1.07K
|
6
$227
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.32% |
$29.1 - $178
|
316
$12K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
63.2KNew |
$9.42M - $11.7M
|
63.2K
$2.39M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.36KNew |
$202K - $251K
|
1.36K
$51.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
559New |
$83.4K - $103K
|
559
$21.2K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
332New |
$49.5K - $61.3K
|
332
$12.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
187New |
$27.9K - $34.5K
|
187
$7.09K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
47New |
$7.01K - $8.68K
|
47
$1.78K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
35New |
$5.22K - $6.46K
|
35
$1.33K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
17New |
$2.54K - $3.14K
|
17
$644
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
17New |
$2.54K - $3.14K
|
17
$644
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10New |
$1.49K - $1.85K
|
10
$379
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
29.5KNew |
$5.07M - $5.74M
|
29.5K
$1.12M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
728New |
$125K - $142K
|
728
$27.6K
|
|
| Q4 2021 | |||||||
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
86KNew |
$15.6M - $17.3M
|
86K
$3.26M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
40New |
$7.24K - $8.04K
|
40
$1.52K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.58KNew |
$792K - $863K
|
4.58K
$174K
|
|
| Q2 2021 | |||||||
|
Jul 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
117New |
$20.4K - $22.4K
|
117
$4.43K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
15New |
$2.62K - $2.87K
|
15
$569
|
|
| Q4 2020 | |||||||
|
Jan 26, 2021
Q4 2020
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.48KNew |
$176K - $224K
|
1.48K
$56.1K
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
1.48KNew |
$175K - $224K
|
1.48K
$55.9K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
500New |
$54.3K - $62.5K
|
500
$19K
|
|
| Q1 2020 | |||||||
|
May 05, 2020
Q1 2020
|
Horan Securities, Inc.
|
BUY
|
- |
54New |
$4.28K - $7.5K
|
54
$2.05K
|
|
| Q2 2019 | |||||||
|
May 10, 2024
Q2 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.21KNew |
$265K - $295K
|
2.21K
$83.6K
|
|
| Q1 2019 | |||||||
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
3.25KNew |
$366K - $433K
|
3.25K
$123K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Covington Capital Management
|
BUY
|
- |
130New |
$16.3K - $18.6K
|
130
$4.93K
|
|
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
54New |
$6.79K - $7.73K
|
54
$2.05K
|
|
|
Jul 25, 2018
Q2 2018
|
American Research & Management Co.
|
BUY
|
- |
50New |
$6.29K - $7.15K
|
50
$1.9K
|
|