Purchases and Sales Made in Q3 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
96.2K+ 3.91% |
$3.62M - $4.04M
|
2.55M
$108M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
94.3K+ 13.62% |
$3.55M - $3.96M
|
787K
$33.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
83.7K+ 882.78% |
$3.15M - $3.51M
|
93.1K
$3.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
71K+ 5.88% |
$2.68M - $2.98M
|
1.28M
$54.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
65.6K+ 10.92% |
$2.47M - $2.76M
|
666K
$28.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
61.2K+ 41.95% |
$2.3M - $2.57M
|
207K
$8.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
53.7K+ 9.35% |
$2.02M - $2.26M
|
628K
$26.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
51.3K+ 44.33% |
$1.93M - $2.16M
|
167K
$7.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
48.4KNew |
$1.82M - $2.03M
|
48.4K
$2.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
45.3K+ 13.85% |
$1.71M - $1.9M
|
372K
$15.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
36.3KNew |
$1.37M - $1.53M
|
36.3K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
26.8K+ 2.61% |
$1.01M - $1.13M
|
1.05M
$44.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
17.9KNew |
$674K - $751K
|
17.9K
$758K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.8K+ 18.38% |
$669K - $746K
|
114K
$4.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.1K+ 11.69% |
$532K - $593K
|
135K
$5.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
13.6K+ 7.12% |
$513K - $572K
|
205K
$8.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.4KNew |
$468K - $522K
|
12.4K
$527K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11K+ 11.9% |
$414K - $461K
|
103K
$4.38M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.3K+ 23.09% |
$388K - $433K
|
54.9K
$2.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.3K+ 23.09% |
$388K - $433K
|
54.9K
$2.33M
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
9.95K+ 5.08% |
$375K - $418K
|
206K
$8.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.47K+ 7.23% |
$357K - $398K
|
140K
$5.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
9.21K+ 1.07% |
$347K - $387K
|
869K
$36.8M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7.88K+ 63.53% |
$297K - $331K
|
20.3K
$859K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.95K+ 0.75% |
$262K - $292K
|
937K
$39.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.84K+ 3.69% |
$258K - $287K
|
192K
$8.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
6.53K+ 9.53% |
$246K - $274K
|
75K
$3.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.5K+ 22.36% |
$245K - $273K
|
35.6K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
5.96KNew |
$225K - $250K
|
5.96K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.95KNew |
$224K - $250K
|
5.95K
$252K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.77KNew |
$217K - $242K
|
5.77K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.41KNew |
$204K - $227K
|
5.41K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
5.01KNew |
$189K - $210K
|
5.01K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
4.86KNew |
$183K - $204K
|
4.86K
$206K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
4.49K+ 12.66% |
$169K - $188K
|
39.9K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.26K+ 1.63% |
$161K - $179K
|
266K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.14K+ 68.48% |
$156K - $174K
|
10.2K
$432K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.63K+ 0.3% |
$137K - $152K
|
1.22M
$51.8M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.43K+ 3.17% |
$129K - $144K
|
112K
$4.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
3.29K+ 17.37% |
$124K - $138K
|
22.2K
$941K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.28K+ 82.25% |
$123K - $138K
|
7.26K
$308K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.25K+ 12.93% |
$122K - $136K
|
28.4K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.13K+ 34.46% |
$118K - $131K
|
12.2K
$517K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.01K+ 2.34% |
$113K - $126K
|
132K
$5.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.79K+ 8.9% |
$105K - $117K
|
34.2K
$1.45M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.79K+ 29.8% |
$105K - $117K
|
12.2K
$516K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.71K+ 2.14% |
$102K - $114K
|
129K
$5.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.68K+ 17.73% |
$101K - $113K
|
17.8K
$755K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.65K+ 33.63% |
$99.8K - $111K
|
10.5K
$446K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.58K+ 0.61% |
$97.2K - $108K
|
427K
$18.1M
|