Purchases and Sales Made in Q2 2025 in Invesco Ftse Rafi Us 1500 Smal (PRFZ)
This table provides information about the institutional ownership of Invesco Ftse Rafi Us 1500 Smal (PRFZ) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO FTSE RAFI US 1500 SMAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
51.6KNew |
$1.71M - $2.1M
|
51.6K
$2.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.43K+ 4.02% |
$279K - $343K
|
218K
$8.97M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
3.37K+ 8.17% |
$112K - $137K
|
44.6K
$1.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
598+ 61.27% |
$19.8K - $24.3K
|
1.57K
$64.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
485New |
$16.1K - $19.7K
|
485
$20K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
45+ 0.11% |
$1.49K - $1.83K
|
39.7K
$1.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
33+ 0.24% |
$1.09K - $1.34K
|
13.5K
$556K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
20+ 0.26% |
$663 - $813
|
7.76K
$319K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.6% |
$33.1 - $40.7
|
169
$6.96K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-200- 3.47% |
$6.63K - $8.13K
|
5.57K
$229K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-234- 3.3% |
$7.75K - $9.52K
|
6.87K
$283K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-875- 11.35% |
$29K - $35.6K
|
6.84K
$281K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.14K- 5.2% |
$37.7K - $46.3K
|
20.7K
$854K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.18K- 10.58% |
$72.2K - $88.6K
|
18.4K
$757K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-12.2K- 12.73% |
$406K - $498K
|
84K
$3.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-53.8K- 10.24% |
$1.78M - $2.19M
|
472K
$19.4M
|