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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-663- 8.31% |
$22K - $27K
|
7.31K
$326K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-671- 14.52% |
$22.2K - $27.3K
|
3.95K
$176K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-684- 5.29% |
$22.7K - $27.8K
|
12.3K
$547K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-781- 13.17% |
$25.9K - $31.8K
|
5.15K
$230K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-815- 9.98% |
$27K - $33.1K
|
7.35K
$328K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-841- 6.08% |
$27.9K - $34.2K
|
13K
$580K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-875- 11.35% |
$29K - $35.6K
|
6.84K
$305K
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-986- 6.04% |
$32.7K - $40.1K
|
15.3K
$685K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.09K- 4.15% |
$35.9K - $44.1K
|
25K
$1.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.14K- 5.2% |
$37.7K - $46.3K
|
20.7K
$926K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.18K- 12.89% |
$39.1K - $48K
|
7.98K
$356K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-1.25K- 20.33% |
$41.4K - $50.8K
|
4.9K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.33K- 13.67% |
$44.2K - $54.2K
|
8.42K
$376K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.36K- 35.44% |
$44.9K - $55.1K
|
2.47K
$110K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.54K- 4.8% |
$51.1K - $62.7K
|
30.5K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.7K- 22.86% |
$56.2K - $68.9K
|
5.72K
$255K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.7K- 6.13% |
$56.2K - $68.9K
|
25.9K
$1.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.75K- 4.83% |
$58K - $71.3K
|
34.5K
$1.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.88K- 10.23% |
$62.4K - $76.5K
|
16.5K
$737K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.95K- 1.66% |
$64.4K - $79.1K
|
115K
$5.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-2.13K- 1.09% |
$70.4K - $86.5K
|
193K
$8.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.18K- 10.58% |
$72.2K - $88.6K
|
18.4K
$821K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.25K- 7.26% |
$74.6K - $91.6K
|
28.8K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-2.26K- 12.67% |
$74.7K - $91.8K
|
15.5K
$694K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.28K- 16.93% |
$75.6K - $92.8K
|
11.2K
$500K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.29K- 2.35% |
$75.9K - $93.1K
|
95.2K
$4.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.37K- 3.98% |
$78.6K - $96.5K
|
57.3K
$2.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-2.38K- 16.58% |
$78.8K - $96.8K
|
12K
$534K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.5K- 2.8% |
$83K - $102K
|
86.8K
$3.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.16K- 5.56% |
$105K - $129K
|
53.7K
$2.4M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-4.15K- 34.22% |
$137K - $169K
|
7.98K
$356K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-4.26K- 5.5% |
$141K - $173K
|
73.2K
$3.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-4.72K- 16.3% |
$156K - $192K
|
24.2K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-5.02K- 9.38% |
$166K - $204K
|
48.4K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.59K- 3.7% |
$185K - $227K
|
145K
$6.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.68K- 38.53% |
$188K - $231K
|
9.07K
$405K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.76K- 16.5% |
$191K - $234K
|
29.1K
$1.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.29K- 5.49% |
$242K - $296K
|
126K
$5.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.69K- 1.78% |
$255K - $313K
|
424K
$18.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.2K- 0.92% |
$339K - $416K
|
1.1M
$49.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-12.2K- 12.73% |
$406K - $498K
|
84K
$3.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.6K- 1.8% |
$416K - $511K
|
687K
$30.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.2K- 6.0% |
$503K - $617K
|
238K
$10.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-20K- 47.3% |
$663K - $813K
|
22.3K
$995K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.5K- 58.87% |
$1.14M - $1.4M
|
24.1K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-41.6K- 3.38% |
$1.38M - $1.69M
|
1.19M
$53.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-53.8K- 10.24% |
$1.78M - $2.19M
|
472K
$21.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-62.8K- 2.45% |
$2.08M - $2.55M
|
2.5M
$112M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-73.1K- 33.61% |
$2.42M - $2.97M
|
144K
$6.45M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-83.5K- 8.24% |
$2.77M - $3.4M
|
930K
$41.5M
|