Purchases and Sales Made in Q2 2022 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 2022. 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 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.85M+ 69.2% |
$276M - $342M
|
4.53M
$190M
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
432K+ 121971.75% |
$64.4M - $79.7M
|
432K
$18.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
63.2KNew |
$9.42M - $11.7M
|
63.2K
$2.66M
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
38K+ 23.61% |
$5.67M - $7.02M
|
199K
$8.37M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
32.9K+ 51.9% |
$4.9M - $6.07M
|
96.2K
$4.05M
|
|
|
Nov 10, 2022
Q2 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
30.6KNew |
$4.56M - $5.64M
|
30.6K
$1.29M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
29.9K+ 21.45% |
$4.46M - $5.52M
|
169K
$7.12M
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
27.3KNew |
$4.08M - $5.05M
|
27.3K
$1.15M
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
15.5KNew |
$2.31M - $2.86M
|
15.5K
$651K
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.7K+ 363.91% |
$2.2M - $2.72M
|
18.8K
$789K
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
13.6K+ 175.22% |
$2.02M - $2.51M
|
21.3K
$896K
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.6K+ 4.23% |
$1.87M - $2.32M
|
310K
$13M
|
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 7.43% |
$1.6M - $1.98M
|
155K
$6.51M
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
8.59K+ 532.14% |
$1.28M - $1.59M
|
10.2K
$429K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.44K+ 3.56% |
$1.26M - $1.56M
|
246K
$10.3M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.44K+ 3.56% |
$1.26M - $1.56M
|
246K
$10.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
7.93K+ 65.91% |
$1.18M - $1.46M
|
20K
$840K
|
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
7.87K+ 20.63% |
$1.17M - $1.45M
|
46K
$1.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.59K+ 6.62% |
$1.13M - $1.4M
|
122K
$5.14M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.35K+ 25.07% |
$1.1M - $1.36M
|
36.7K
$1.54M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5.96K+ 84.04% |
$889K - $1.1M
|
13.1K
$549K
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.74KNew |
$855K - $1.06M
|
5.74K
$241K
|
|
|
Jul 13, 2022
Q2 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
5.44KNew |
$811K - $1M
|
5.44K
$229K
|
|
|
Aug 02, 2022
Q2 2022
|
Resource Planning Group
|
BUY
|
- |
4.63K+ 45.6% |
$690K - $855K
|
14.8K
$621K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.42K+ 18.32% |
$509K - $631K
|
22.1K
$927K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.45K+ 1.02% |
$365K - $452K
|
243K
$10.2M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.44KNew |
$363K - $450K
|
2.44K
$102K
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
BUY
|
- |
2.18K+ 13.42% |
$325K - $403K
|
18.4K
$775K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.09K+ 1.93% |
$312K - $386K
|
111K
$4.65M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.76K+ 33.81% |
$263K - $326K
|
6.98K
$293K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.65K+ 6.61% |
$247K - $305K
|
26.7K
$1.12M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.61KNew |
$240K - $297K
|
1.61K
$67.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.52K+ 7.25% |
$226K - $280K
|
22.4K
$943K
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.45KNew |
$216K - $268K
|
1.45K
$61K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
1.44KNew |
$215K - $266K
|
1.44K
$60.6K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.36KNew |
$202K - $251K
|
1.36K
$57.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.32K+ 12.53% |
$197K - $244K
|
11.9K
$500K
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.31KNew |
$195K - $241K
|
1.31K
$54.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.14K+ 4.34% |
$170K - $210K
|
27.3K
$1.15M
|
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.06K+ 49.03% |
$158K - $196K
|
3.22K
$135K
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1K+ 40.0% |
$149K - $185K
|
3.5K
$147K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
682+ 7.52% |
$102K - $126K
|
9.75K
$410K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
673+ 53.84% |
$100K - $124K
|
1.92K
$80.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
632+ 1.62% |
$94.2K - $117K
|
39.5K
$1.66M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
624+ 3.9% |
$93.1K - $115K
|
16.6K
$699K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
608+ 0.96% |
$90.7K - $112K
|
64.2K
$2.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
559New |
$83.4K - $103K
|
559
$23.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
505+ 59.55% |
$75.3K - $93.2K
|
1.35K
$56.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
402+ 12.25% |
$59.9K - $74.2K
|
3.68K
$155K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
332New |
$49.5K - $61.3K
|
332
$14K
|