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 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-849- 7.58% |
$31.7K - $36.8K
|
10.4K
$426K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-826- 9.56% |
$30.9K - $35.8K
|
7.82K
$322K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-741- 14.88% |
$27.7K - $32.1K
|
4.24K
$175K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-732- 0.11% |
$27.3K - $31.7K
|
676K
$27.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-533- 8.29% |
$19.9K - $23.1K
|
5.9K
$243K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-464- 1.09% |
$17.3K - $20.1K
|
42.3K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-445- 47.04% |
$16.6K - $19.3K
|
501
$20.6K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-435- 5.47% |
$16.2K - $18.9K
|
7.52K
$310K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-418- 25.55% |
$15.6K - $18.1K
|
1.22K
$50.1K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-397- 1.52% |
$14.8K - $17.2K
|
25.7K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-325- 3.43% |
$12.1K - $14.1K
|
9.16K
$377K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-313- 2.62% |
$11.7K - $13.6K
|
11.7K
$480K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-258- 3.41% |
$9.64K - $11.2K
|
7.32K
$301K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-250- 3.41% |
$9.34K - $10.8K
|
7.08K
$291K
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-186- 1.06% |
$6.95K - $8.06K
|
17.3K
$711K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-179- 1.37% |
$6.69K - $7.76K
|
12.9K
$532K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-174- 0.36% |
$6.5K - $7.54K
|
47.7K
$1.96M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-173- 1.26% |
$6.46K - $7.5K
|
13.6K
$558K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-156- 3.99% |
$5.83K - $6.76K
|
3.76K
$155K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-143- 11.55% |
$5.34K - $6.2K
|
1.1K
$45.1K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-141- 0.5% |
$5.27K - $6.11K
|
27.8K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-125- 1.31% |
$4.67K - $5.42K
|
9.43K
$388K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-122- 1.25% |
$4.56K - $5.29K
|
9.65K
$397K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-116- 20.17% |
$4.33K - $5.03K
|
459
$18.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-113- 0.79% |
$4.22K - $4.9K
|
14.1K
$581K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-112- 1.05% |
$4.18K - $4.86K
|
10.6K
$435K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-106- 13.33% |
$3.96K - $4.6K
|
689
$28.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-105- 3.91% |
$3.92K - $4.55K
|
2.58K
$106K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-90- 54.55% |
$3.36K - $3.9K
|
75
$3.09K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-81- 1.05% |
$3.03K - $3.51K
|
7.61K
$313K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-80- 0.66% |
$2.99K - $3.47K
|
12.1K
$497K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-58- 1.05% |
$2.17K - $2.51K
|
5.46K
$225K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-58- 1.05% |
$2.17K - $2.51K
|
5.47K
$225K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-36- 0.53% |
$1.34K - $1.56K
|
6.81K
$280K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-31- 22.3% |
$1.16K - $1.34K
|
108
$4.45K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-17- 0.75% |
$635 - $737
|
2.26K
$93.1K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1- 0.24% |
$37.4 - $43.4
|
420
$17.3K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.8K- 44.58% |
$565K - $628K
|
17.2K
$708K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.66K- 45.13% |
$190K - $212K
|
5.67K
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.24K- 8.81% |
$132K - $147K
|
33.5K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.14K- 9.62% |
$87.2K - $97K
|
20.1K
$826K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.82K- 67.85% |
$74.1K - $82.4K
|
860
$35.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.03K- 21.56% |
$42.2K - $46.9K
|
3.76K
$155K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-519- 6.11% |
$21.2K - $23.6K
|
7.98K
$328K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-214- 0.94% |
$8.74K - $9.71K
|
22.4K
$924K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-184- 13.6% |
$7.51K - $8.35K
|
1.17K
$48.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-11- 4.68% |
$449 - $499
|
224
$9.22K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.95K- 4.47% |
$187K - $208K
|
106K
$4.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2K- 22.86% |
$75.4K - $84K
|
6.75K
$278K
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
SELL
|
- |
-1.61K- 22.12% |
$60.5K - $67.4K
|
5.65K
$233K
|
|