Purchases and Sales Made in Q2 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
125KNew |
$19.3M - $21.5M
|
125K
$5.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
85K+ 408.87% |
$13.2M - $14.6M
|
106K
$4.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
39.6K+ 413.59% |
$6.12M - $6.82M
|
49.1K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.9K+ 13.14% |
$4.48M - $4.98M
|
249K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22.7K+ 596.63% |
$3.51M - $3.91M
|
26.5K
$1.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.3K+ 116.59% |
$2.68M - $2.99M
|
32.2K
$1.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.5K+ 917.07% |
$2.56M - $2.85M
|
18.3K
$772K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.3K+ 12.54% |
$2.05M - $2.28M
|
119K
$5M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.1K+ 10.56% |
$1.72M - $1.92M
|
116K
$4.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.3K+ 682.68% |
$1.6M - $1.78M
|
11.8K
$498K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
9.82K+ 400.0% |
$1.52M - $1.69M
|
12.3K
$516K
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.32K+ 126.14% |
$1.29M - $1.43M
|
14.9K
$627K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.68K+ 10.6% |
$1.19M - $1.32M
|
80.2K
$3.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.64KNew |
$1.18M - $1.32M
|
7.64K
$321K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.6K+ 944.47% |
$1.18M - $1.31M
|
8.41K
$354K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
7.59K+ 388.48% |
$1.17M - $1.31M
|
9.54K
$401K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
7.09K+ 4.89% |
$1.1M - $1.22M
|
152K
$6.39M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.33K+ 7.18% |
$978K - $1.09M
|
94.4K
$3.97M
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6.04K+ 3.87% |
$934K - $1.04M
|
162K
$6.81M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.4K+ 28.28% |
$836K - $931K
|
24.5K
$1.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
4.16K+ 299.5% |
$644K - $717K
|
5.55K
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.6KNew |
$557K - $620K
|
3.6K
$151K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.46K+ 189.49% |
$536K - $596K
|
5.29K
$222K
|
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.52K+ 6.7% |
$390K - $435K
|
40.2K
$1.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.48KNew |
$383K - $426K
|
2.48K
$104K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.14K+ 3.04% |
$330K - $368K
|
72.4K
$3.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.01K+ 105.63% |
$311K - $346K
|
3.91K
$164K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.95KNew |
$302K - $336K
|
1.95K
$82.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.81K+ 3.35% |
$281K - $313K
|
56K
$2.35M
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
1.76KNew |
$271K - $302K
|
1.76K
$73.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.48K+ 4.0% |
$228K - $254K
|
38.4K
$1.61M
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
1.4KNew |
$216K - $240K
|
1.4K
$58.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.38KNew |
$213K - $237K
|
1.38K
$57.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.37K+ 5.02% |
$212K - $236K
|
28.7K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.32KNew |
$204K - $227K
|
1.32K
$55.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.2KNew |
$185K - $206K
|
1.2K
$50.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.17KNew |
$180K - $201K
|
1.17K
$49K
|
|
|
Jul 06, 2023
Q2 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.14K+ 31.87% |
$177K - $197K
|
4.73K
$199K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.08K+ 39.94% |
$166K - $185K
|
3.77K
$159K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.05K+ 4.67% |
$163K - $181K
|
23.6K
$991K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
642+ 3.23% |
$99.3K - $111K
|
20.5K
$864K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
534+ 140.9% |
$82.6K - $92K
|
913
$38.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
505+ 11.36% |
$78.1K - $87K
|
4.95K
$208K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
487+ 6.14% |
$75.3K - $83.9K
|
8.43K
$354K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
478+ 3.47% |
$73.9K - $82.4K
|
14.3K
$599K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
445+ 3.71% |
$68.8K - $76.7K
|
12.4K
$523K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
302+ 1.41% |
$46.7K - $52K
|
21.8K
$916K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
300+ 15.79% |
$46.4K - $51.7K
|
2.2K
$92.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
235New |
$36.4K - $40.5K
|
235
$9.88K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
235New |
$36.4K - $40.5K
|
235
$9.88K
|