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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-53.8K- 10.24% |
$1.78M - $2.19M
|
472K
$19.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-12.2K- 12.73% |
$406K - $498K
|
84K
$3.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.18K- 10.58% |
$72.2K - $88.6K
|
18.4K
$757K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.14K- 5.2% |
$37.7K - $46.3K
|
20.7K
$854K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-875- 11.35% |
$29K - $35.6K
|
6.84K
$281K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-234- 3.3% |
$7.75K - $9.52K
|
6.87K
$283K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-200- 3.47% |
$6.63K - $8.13K
|
5.57K
$229K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-156K- 12.56% |
$5.82M - $6.75M
|
1.08M
$44.6M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-104K- 79.06% |
$3.9M - $4.52M
|
27.6K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-92.1K- 8.33% |
$3.44M - $3.99M
|
1.01M
$41.7M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-90.8K- 6.88% |
$3.39M - $3.94M
|
1.23M
$50.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-86.8K- 97.36% |
$3.24M - $3.76M
|
2.35K
$96.9K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-70.7K- 9.18% |
$2.64M - $3.06M
|
700K
$28.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-48.2K- 1.84% |
$1.8M - $2.09M
|
2.56M
$106M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-27.7K- 99.85% |
$1.04M - $1.2M
|
42
$1.73K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-27.6K- 14.68% |
$1.03M - $1.2M
|
160K
$6.6M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.3K- 1.27% |
$532K - $618K
|
1.11M
$45.7M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13.2K- 12.9% |
$494K - $574K
|
89.4K
$3.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.6K- 12.06% |
$470K - $545K
|
91.7K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.6K- 27.55% |
$433K - $503K
|
30.5K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-10.2K- 2.42% |
$379K - $440K
|
410K
$16.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-8.67K- 5.09% |
$324K - $376K
|
162K
$6.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.45K- 12.94% |
$315K - $366K
|
56.8K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.13K- 3.14% |
$304K - $353K
|
251K
$10.3M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7.74K- 19.43% |
$289K - $335K
|
32.1K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-6.4K- 3.18% |
$239K - $277K
|
195K
$8.02M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.73K- 2.22% |
$214K - $249K
|
253K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-5.71K- 2.06% |
$213K - $247K
|
271K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.28K- 1.43% |
$160K - $186K
|
295K
$12.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-4.21K- 12.71% |
$157K - $183K
|
28.9K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.86K- 1.5% |
$144K - $167K
|
254K
$10.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-3.46K- 3.25% |
$129K - $150K
|
103K
$4.24M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.41K- 28.69% |
$127K - $148K
|
8.46K
$348K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.4K- 2.49% |
$127K - $147K
|
133K
$5.47M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.8K- 9.57% |
$104K - $121K
|
26.4K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.66K- 22.14% |
$99.4K - $115K
|
9.36K
$385K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.53K- 15.0% |
$94.5K - $110K
|
14.3K
$590K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.91K- 5.18% |
$71.2K - $82.6K
|
34.9K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.78K- 17.91% |
$66.6K - $77.2K
|
8.17K
$336K
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-1.7K- 13.04% |
$63.6K - $73.9K
|
11.4K
$468K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.62K- 22.8% |
$60.5K - $70.2K
|
5.49K
$226K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.53K- 2.77% |
$57K - $66.1K
|
53.5K
$2.2M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.48K- 19.85% |
$55.3K - $64.2K
|
5.98K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.3K- 0.86% |
$48.7K - $56.5K
|
151K
$6.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 2.06% |
$46.8K - $54.3K
|
59.6K
$2.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.05K- 11.54% |
$39.3K - $45.6K
|
8.07K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.04K- 4.08% |
$38.7K - $44.9K
|
24.4K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.01K- 3.09% |
$37.8K - $43.8K
|
31.7K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-886- 3.52% |
$33.1K - $38.4K
|
24.3K
$1M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-863- 0.88% |
$32.2K - $37.4K
|
97.5K
$4.01M
|
|