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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-463K- 2.25% |
$17.4M - $19.4M
|
20.1M
$842M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-90.5K- 6.17% |
$3.41M - $3.8M
|
1.38M
$57.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-46K- 80.99% |
$1.73M - $1.93M
|
10.8K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-38.5K- 92.21% |
$1.45M - $1.62M
|
3.25K
$136K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-15K- 66.67% |
$564K - $629K
|
7.49K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.6K- 1.26% |
$549K - $612K
|
1.14M
$47.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-13.6K- 91.53% |
$512K - $570K
|
1.26K
$52.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.5K- 2.38% |
$509K - $568K
|
554K
$23.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-11K- 5.47% |
$414K - $462K
|
190K
$7.95M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-7.05K- 8.92% |
$266K - $296K
|
72K
$3.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.84K- 6.64% |
$258K - $287K
|
96.1K
$4.02M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-6.78K- 44.2% |
$256K - $285K
|
8.56K
$358K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.95K- 4.47% |
$187K - $208K
|
106K
$4.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.84K- 21.16% |
$182K - $203K
|
18K
$754K
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-4.65K- 2.65% |
$175K - $195K
|
171K
$7.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.33K- 67.36% |
$163K - $182K
|
2.1K
$87.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.6K- 1.34% |
$135K - $151K
|
266K
$11.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-3.31K- 55.27% |
$125K - $139K
|
2.68K
$112K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.88K- 10.89% |
$109K - $121K
|
23.6K
$985K
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-2.64K- 1.34% |
$99.6K - $111K
|
194K
$8.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.55K- 33.16% |
$96K - $107K
|
5.14K
$215K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2K- 22.86% |
$75.4K - $84K
|
6.75K
$282K
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
SELL
|
- |
-1.61K- 22.12% |
$60.5K - $67.4K
|
5.65K
$236K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.53K- 48.41% |
$57.5K - $64.1K
|
1.63K
$67.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.33K- 8.83% |
$50.1K - $55.9K
|
13.7K
$574K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.27K- 11.42% |
$47.7K - $53.2K
|
9.82K
$411K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.1K- 8.75% |
$41.5K - $46.2K
|
11.5K
$480K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.05K- 6.46% |
$39.6K - $44.1K
|
15.2K
$636K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.01K- 6.57% |
$38.2K - $42.5K
|
14.4K
$602K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-996- 5.3% |
$37.5K - $41.8K
|
17.8K
$745K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-900- 2.21% |
$33.9K - $37.8K
|
39.8K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-846- 0.3% |
$31.9K - $35.5K
|
285K
$11.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-776- 1.0% |
$29.2K - $32.6K
|
76.9K
$3.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-668- 3.27% |
$25.2K - $28.1K
|
19.8K
$827K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-646- 7.07% |
$24.3K - $27.1K
|
8.5K
$355K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-646- 5.37% |
$24.3K - $27.1K
|
11.4K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-636- 10.25% |
$24K - $26.7K
|
5.57K
$233K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-636- 10.23% |
$24K - $26.7K
|
5.58K
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-611- 6.9% |
$23K - $25.7K
|
8.24K
$344K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-608- 7.63% |
$22.9K - $25.5K
|
7.36K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-575- 2.13% |
$21.7K - $24.2K
|
26.4K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-530- 5.4% |
$20K - $22.3K
|
9.29K
$388K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-483- 53.49% |
$18.2K - $20.3K
|
420
$17.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-384- 16.55% |
$14.5K - $16.1K
|
1.94K
$80.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-361- 2.92% |
$13.6K - $15.2K
|
12K
$501K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-335- 0.8% |
$12.6K - $14.1K
|
41.5K
$1.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-288- 1.96% |
$10.9K - $12.1K
|
14.4K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-266- 1.98% |
$10K - $11.2K
|
13.2K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-245- 59.76% |
$9.23K - $10.3K
|
165
$6.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-237- 1.28% |
$8.93K - $9.95K
|
18.3K
$767K
|