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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-86.8K- 97.36% |
$3.24M - $3.76M
|
2.35K
$86.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-27.7K- 99.85% |
$1.04M - $1.2M
|
42
$1.55K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.6K- 12.06% |
$470K - $545K
|
91.7K
$3.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.1K- 1.89% |
$379K - $439K
|
525K
$19.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-8.67K- 5.09% |
$324K - $376K
|
162K
$5.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.45K- 12.94% |
$315K - $366K
|
56.8K
$2.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-5.71K- 2.06% |
$213K - $247K
|
271K
$9.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-4.21K- 12.71% |
$157K - $183K
|
28.9K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-3.46K- 3.25% |
$129K - $150K
|
103K
$3.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.4K- 2.49% |
$127K - $147K
|
133K
$4.89M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.8K- 9.57% |
$104K - $121K
|
26.4K
$972K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.66K- 22.14% |
$99.4K - $115K
|
9.36K
$345K
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-1.7K- 13.04% |
$63.6K - $73.9K
|
11.4K
$418K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.53K- 2.77% |
$57K - $66.1K
|
53.5K
$1.97M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.51K- 1.54% |
$56.2K - $65.3K
|
96.3K
$3.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 2.06% |
$46.8K - $54.3K
|
59.6K
$2.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-1.06K- 2.51% |
$39.7K - $46.1K
|
41.3K
$1.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.05K- 11.54% |
$39.3K - $45.6K
|
8.07K
$297K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-886- 3.52% |
$33.1K - $38.4K
|
24.3K
$894K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-849- 7.58% |
$31.7K - $36.8K
|
10.4K
$381K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-826- 9.56% |
$30.9K - $35.8K
|
7.82K
$288K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-741- 14.88% |
$27.7K - $32.1K
|
4.24K
$156K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-533- 8.29% |
$19.9K - $23.1K
|
5.9K
$217K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-464- 1.09% |
$17.3K - $20.1K
|
42.3K
$1.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-445- 47.04% |
$16.6K - $19.3K
|
501
$18.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-258- 3.41% |
$9.64K - $11.2K
|
7.32K
$269K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-250- 3.41% |
$9.34K - $10.8K
|
7.08K
$261K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-179- 1.37% |
$6.69K - $7.76K
|
12.9K
$476K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-174- 0.36% |
$6.5K - $7.54K
|
47.7K
$1.76M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-173- 1.26% |
$6.46K - $7.5K
|
13.6K
$499K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-143- 11.55% |
$5.34K - $6.2K
|
1.1K
$40.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-122- 1.25% |
$4.56K - $5.29K
|
9.65K
$355K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-113- 0.79% |
$4.22K - $4.9K
|
14.1K
$519K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-106- 13.33% |
$3.96K - $4.6K
|
689
$25.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-105- 3.91% |
$3.92K - $4.55K
|
2.58K
$95K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-90- 0.66% |
$3.36K - $3.9K
|
13.5K
$496K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-80- 0.66% |
$2.99K - $3.47K
|
12.1K
$444K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-68- 0.09% |
$2.54K - $2.95K
|
76K
$2.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-36- 0.53% |
$1.34K - $1.56K
|
6.81K
$251K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-28- 0.48% |
$1.05K - $1.21K
|
5.77K
$212K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-458K- 2.27% |
$18.7M - $20.8M
|
19.7M
$725M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-254K- 45.92% |
$10.4M - $11.6M
|
300K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-55K- 4.0% |
$2.25M - $2.5M
|
1.32M
$48.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-26.5K- 9.3% |
$1.08M - $1.2M
|
259K
$9.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-22.3K- 12.78% |
$911K - $1.01M
|
152K
$5.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.3K- 2.07% |
$666K - $741K
|
770K
$28.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.1K- 1.23% |
$574K - $638K
|
1.13M
$41.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.71K- 21.0% |
$355K - $395K
|
32.8K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.93K- 2.99% |
$324K - $360K
|
258K
$9.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.69K- 2.89% |
$314K - $349K
|
259K
$9.52M
|
|