Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
47.4K+ 24.55% |
$1.41M - $8.07M
|
240K
$10.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
38.1K+ 37.92% |
$1.13M - $6.48M
|
138K
$5.82M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
33.1K+ 72.36% |
$985K - $5.64M
|
78.9K
$3.32M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
22.2KNew |
$659K - $3.77M
|
22.2K
$932K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.8KNew |
$618K - $3.54M
|
20.8K
$874K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
18.1KNew |
$537K - $3.08M
|
18.1K
$760K
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
17.8KNew |
$529K - $3.03M
|
17.8K
$748K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
15.5KNew |
$462K - $2.64M
|
15.5K
$653K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
13.2KNew |
$391K - $2.24M
|
13.2K
$554K
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
9.32K+ 20.02% |
$277K - $1.59M
|
55.9K
$2.35M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
7.76KNew |
$231K - $1.32M
|
7.76K
$326K
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
7.3K+ 11.98% |
$217K - $1.24M
|
68.3K
$2.87M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.21KNew |
$214K - $1.23M
|
7.21K
$303K
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.9K+ 14.9% |
$175K - $1M
|
45.5K
$1.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.2K+ 1401.08% |
$155K - $885K
|
5.57K
$234K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
5.07K+ 131.81% |
$151K - $864K
|
8.92K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.05K+ 2.06% |
$150K - $860K
|
250K
$10.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.03K+ 28.24% |
$150K - $857K
|
22.9K
$961K
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
4.77KNew |
$142K - $812K
|
4.77K
$201K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4.63KNew |
$138K - $788K
|
4.63K
$195K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.62K+ 1.88% |
$108K - $617K
|
196K
$8.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.14KNew |
$93.2K - $534K
|
3.14K
$132K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.08KNew |
$91.6K - $524K
|
3.08K
$130K
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
3.02K+ 17.36% |
$89.9K - $515K
|
20.4K
$860K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.74K+ 4.23% |
$81.5K - $467K
|
67.6K
$2.84M
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.47K+ 1.61% |
$73.4K - $420K
|
156K
$6.55M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.4KNew |
$71.4K - $409K
|
2.4K
$101K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.26K+ 1651.09% |
$67.2K - $385K
|
2.4K
$101K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.19K+ 22.47% |
$65.1K - $373K
|
11.9K
$502K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2.01KNew |
$59.7K - $342K
|
2.01K
$84.4K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.99KNew |
$59K - $338K
|
1.99K
$83.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.98KNew |
$58.8K - $337K
|
1.98K
$83.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.8KNew |
$53.4K - $306K
|
1.8K
$75.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.56KNew |
$46.3K - $265K
|
1.56K
$65.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.56KNew |
$46.3K - $265K
|
1.56K
$65.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.54KNew |
$45.8K - $263K
|
1.54K
$64.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.53K+ 1.56% |
$45.4K - $260K
|
99.3K
$4.17M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
1.5KNew |
$44.6K - $255K
|
1.5K
$63.1K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.41KNew |
$41.8K - $239K
|
1.41K
$59.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.36KNew |
$40.6K - $232K
|
1.36K
$57.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.31KNew |
$38.8K - $222K
|
1.31K
$54.9K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.28KNew |
$38.1K - $218K
|
1.28K
$54K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.27KNew |
$37.8K - $217K
|
1.27K
$53.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.27KNew |
$37.6K - $215K
|
1.27K
$53.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.17K+ 4.45% |
$34.8K - $200K
|
27.5K
$1.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
728New |
$21.6K - $124K
|
728
$30.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
700+ 17.19% |
$20.8K - $119K
|
4.77K
$201K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
688New |
$20.5K - $117K
|
688
$28.9K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
671+ 3.44% |
$19.9K - $114K
|
20.2K
$849K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
433+ 11.47% |
$12.9K - $73.7K
|
4.21K
$177K
|