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
$852M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-16.7K- 5.68% |
$681K - $758K
|
277K
$12M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.84K- 13.69% |
$238K - $265K
|
36.8K
$1.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-5.6K- 0.64% |
$229K - $254K
|
864K
$37.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.66K- 45.13% |
$190K - $212K
|
5.67K
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-4.47K- 11.87% |
$182K - $203K
|
33.2K
$1.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-3.46K- 17.49% |
$141K - $157K
|
16.3K
$706K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.24K- 8.81% |
$132K - $147K
|
33.5K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.21K- 22.25% |
$131K - $146K
|
11.2K
$485K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-3.07K- 1.58% |
$125K - $139K
|
191K
$8.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 4.32% |
$112K - $125K
|
60.9K
$2.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-2.51K- 33.48% |
$102K - $114K
|
4.98K
$215K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.48K- 3.65% |
$101K - $112K
|
65.3K
$2.82M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.31K- 2.31% |
$94.3K - $105K
|
97.8K
$4.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.14K- 9.62% |
$87.2K - $97K
|
20.1K
$868K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.06K- 2.86% |
$84.1K - $93.5K
|
69.9K
$3.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2K- 24.54% |
$81.6K - $90.8K
|
6.15K
$266K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.86K- 40.86% |
$75.7K - $84.2K
|
2.69K
$116K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.82K- 67.85% |
$74.1K - $82.4K
|
860
$37.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.39K- 3.15% |
$56.7K - $63.1K
|
42.7K
$1.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.38K- 15.45% |
$56.5K - $62.8K
|
7.57K
$328K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.32K- 0.69% |
$53.7K - $59.7K
|
191K
$8.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.03K- 21.56% |
$42.2K - $46.9K
|
3.76K
$163K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.02K- 0.79% |
$41.4K - $46.1K
|
128K
$5.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-916- 1.19% |
$37.4K - $41.6K
|
76K
$3.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-840- 0.49% |
$34.3K - $38.1K
|
170K
$7.36M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-670- 0.05% |
$27.3K - $30.4K
|
1.28M
$55.3M
|
|
|
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
$430K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-385- 3.78% |
$15.7K - $17.5K
|
9.8K
$424K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-379- 2.46% |
$15.5K - $17.2K
|
15K
$650K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-214- 0.94% |
$8.74K - $9.71K
|
22.4K
$971K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-208- 0.49% |
$8.49K - $9.44K
|
42.3K
$1.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-204- 17.74% |
$8.33K - $9.26K
|
946
$40.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-184- 13.6% |
$7.51K - $8.35K
|
1.17K
$50.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-152- 1.06% |
$6.2K - $6.9K
|
14.2K
$615K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-147- 0.52% |
$6K - $6.67K
|
27.9K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-116- 1.67% |
$4.74K - $5.27K
|
6.84K
$296K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-55- 67.9% |
$2.25K - $2.5K
|
26
$1.12K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-55- 0.22% |
$2.25K - $2.5K
|
25.2K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-18- 0.05% |
$735 - $817
|
39.8K
$1.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-18- 1.43% |
$735 - $817
|
1.24K
$53.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-11- 4.68% |
$449 - $499
|
224
$9.69K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-8- 0.14% |
$327 - $363
|
5.6K
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8- 0.07% |
$327 - $363
|
12.2K
$526K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-90.5K- 6.17% |
$3.41M - $3.8M
|
1.38M
$59.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-46K- 80.99% |
$1.73M - $1.93M
|
10.8K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-38.5K- 92.21% |
$1.45M - $1.62M
|
3.25K
$141K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.6K- 1.26% |
$549K - $612K
|
1.14M
$49.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.5K- 2.38% |
$509K - $568K
|
554K
$24M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-11K- 5.47% |
$414K - $462K
|
190K
$8.22M
|
|