Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-458K- 2.27% |
$18.7M - $20.8M
|
19.7M
$769M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-254K- 45.92% |
$10.4M - $11.6M
|
300K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-55K- 4.0% |
$2.25M - $2.5M
|
1.32M
$51.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-26.5K- 9.3% |
$1.08M - $1.2M
|
259K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-22.3K- 12.78% |
$911K - $1.01M
|
152K
$5.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-16.7K- 5.68% |
$681K - $758K
|
277K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.3K- 2.07% |
$666K - $741K
|
770K
$30.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.1K- 1.23% |
$574K - $638K
|
1.13M
$44M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.71K- 21.0% |
$355K - $395K
|
32.8K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.93K- 2.99% |
$324K - $360K
|
258K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.79K- 5.77% |
$318K - $353K
|
127K
$4.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.69K- 2.89% |
$314K - $349K
|
259K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.09K- 6.2% |
$289K - $322K
|
107K
$4.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.09K- 5.6% |
$248K - $276K
|
103K
$4.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.84K- 13.69% |
$238K - $265K
|
36.8K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-5.7K- 2.76% |
$233K - $259K
|
201K
$7.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-5.6K- 0.64% |
$229K - $254K
|
864K
$33.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.66K- 45.13% |
$190K - $212K
|
5.67K
$221K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-4.47K- 11.87% |
$182K - $203K
|
33.2K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-3.46K- 17.49% |
$141K - $157K
|
16.3K
$637K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.35K- 21.99% |
$137K - $152K
|
11.9K
$464K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.24K- 8.81% |
$132K - $147K
|
33.5K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.21K- 22.25% |
$131K - $146K
|
11.2K
$438K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-3.07K- 1.58% |
$125K - $139K
|
191K
$7.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 4.32% |
$112K - $125K
|
60.9K
$2.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-2.51K- 33.48% |
$102K - $114K
|
4.98K
$195K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.48K- 3.65% |
$101K - $112K
|
65.3K
$2.55M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.31K- 2.31% |
$94.3K - $105K
|
97.8K
$3.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.2K- 9.67% |
$89.9K - $99.9K
|
20.6K
$804K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.15K- 1.13% |
$87.8K - $97.7K
|
188K
$7.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.14K- 9.62% |
$87.2K - $97K
|
20.1K
$784K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.06K- 2.86% |
$84.1K - $93.5K
|
69.9K
$2.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2K- 24.54% |
$81.6K - $90.8K
|
6.15K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.86K- 40.86% |
$75.7K - $84.2K
|
2.69K
$105K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.82K- 67.85% |
$74.1K - $82.4K
|
860
$33.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 14.71% |
$73.1K - $81.2K
|
10.4K
$405K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.64K- 1.47% |
$67.1K - $74.6K
|
110K
$4.3M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.46K- 17.01% |
$59.4K - $66.1K
|
7.11K
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.39K- 3.15% |
$56.7K - $63.1K
|
42.7K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.38K- 15.45% |
$56.5K - $62.8K
|
7.57K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.32K- 0.69% |
$53.7K - $59.7K
|
191K
$7.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.31K- 10.89% |
$53.3K - $59.3K
|
10.7K
$418K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.04K- 3.93% |
$42.5K - $47.2K
|
25.4K
$992K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.03K- 21.56% |
$42.2K - $46.9K
|
3.76K
$147K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.02K- 0.79% |
$41.4K - $46.1K
|
128K
$5.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-916- 1.19% |
$37.4K - $41.6K
|
76K
$2.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-840- 0.49% |
$34.3K - $38.1K
|
170K
$6.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-835- 4.55% |
$34.1K - $37.9K
|
17.5K
$684K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-670- 0.05% |
$27.3K - $30.4K
|
1.28M
$49.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-580- 5.51% |
$23.7K - $26.3K
|
9.95K
$389K
|