Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
204New |
$5.94K - $36.3K
|
204
$8.58K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
181+ 0.94% |
$5.27K - $32.2K
|
19.5K
$821K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
176+ 5.7% |
$5.13K - $31.3K
|
3.26K
$137K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
167New |
$4.87K - $29.7K
|
167
$7.02K
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
122+ 3.54% |
$3.56K - $21.7K
|
3.57K
$150K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
119New |
$3.47K - $21.2K
|
119
$5K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
115New |
$3.35K - $20.4K
|
115
$4.84K
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
105+ 2.55% |
$3.06K - $18.7K
|
4.22K
$177K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
100New |
$2.91K - $17.8K
|
100
$4.21K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
100New |
$2.91K - $17.8K
|
100
$4.21K
|
|
Nov 14, 2022
Q3 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
73New |
$2.13K - $13K
|
73
$3.07K
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
70+ 50.36% |
$2.04K - $12.4K
|
209
$8.79K
|
|
Oct 18, 2022
Q3 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
60+ 0.15% |
$1.75K - $10.7K
|
39.6K
$1.67M
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
59New |
$1.72K - $10.5K
|
59
$2.48K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
59+ 1.54% |
$1.72K - $10.5K
|
3.88K
$163K
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
59New |
$1.72K - $10.5K
|
59
$2.48K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
49+ 1.73% |
$1.43K - $8.71K
|
2.87K
$121K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
46+ 1.25% |
$1.34K - $8.18K
|
3.73K
$157K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
46+ 5.52% |
$1.34K - $8.18K
|
880
$37K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
35+ 18.92% |
$1.02K - $6.22K
|
220
$9.25K
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
26New |
$758 - $4.62K
|
26
$1.09K
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
25New |
$729 - $4.44K
|
25
$1.05K
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
23+ 0.11% |
$670 - $4.09K
|
21.3K
$897K
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
23+ 29.87% |
$670 - $4.09K
|
100
$4.21K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22+ 0.19% |
$641 - $3.91K
|
11.9K
$501K
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
17+ 6.75% |
$495 - $3.02K
|
269
$11.3K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 8.99% |
$466 - $2.84K
|
194
$8.16K
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
12+ 0.29% |
$350 - $2.13K
|
4.16K
$175K
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11+ 0.45% |
$321 - $1.96K
|
2.46K
$103K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
9+ 0.32% |
$262 - $1.6K
|
2.85K
$120K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9+ 0.49% |
$262 - $1.6K
|
1.86K
$78K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
6New |
$175 - $1.07K
|
6
$252
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
6New |
$175 - $1.07K
|
6
$252
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5+ 0.17% |
$146 - $889
|
2.97K
$125K
|
|
Oct 24, 2022
Q3 2022
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
5+ 0.21% |
$146 - $889
|
2.39K
$101K
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
4+ 0.21% |
$117 - $711
|
1.87K
$78.4K
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.17% |
$117 - $711
|
2.34K
$98.4K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
3+ 4.62% |
$87.4 - $533
|
68
$2.86K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2New |
$58.3 - $356
|
2
$84.1
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.59% |
$29.1 - $178
|
170
$7.15K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.53% |
$29.1 - $178
|
190
$7.99K
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$29.1 - $178
|
1.55K
$65.2K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.02% |
$29.1 - $178
|
5.13K
$216K
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.32% |
$29.1 - $178
|
316
$13.3K
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
1+ 0.05% |
$29.1 - $178
|
2.21K
$92.9K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$29.1 - $178
|
4.69K
$197K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.56% |
$29.1 - $178
|
176
$7.4K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6- 0.58% |
$175 - $1.07K
|
1.03K
$43.2K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-9- 0.47% |
$262 - $1.6K
|
1.92K
$80.9K
|