Purchases and Sales Made in Q4 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 Q4 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 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.91M+ 386.11% |
$58.1M - $72.9M
|
2.41M
$101M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
877K+ 4.36% |
$26.7M - $33.5M
|
21M
$883M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
788K+ 179.06% |
$23.9M - $30M
|
1.23M
$51.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
83.5KNew |
$2.54M - $3.19M
|
83.5K
$3.51M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
72.5K+ 6.28% |
$2.2M - $2.76M
|
1.23M
$51.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
55.3K+ 5.53% |
$1.68M - $2.11M
|
1.05M
$44.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
50.4K+ 23.28% |
$1.53M - $1.92M
|
267K
$11.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
46.8K+ 24.75% |
$1.42M - $1.79M
|
236K
$9.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
44.1K+ 2.78% |
$1.34M - $1.68M
|
1.63M
$68.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
43.4K+ 22.05% |
$1.32M - $1.66M
|
240K
$10.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40K+ 6.06% |
$1.22M - $1.53M
|
700K
$29.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
37.6K+ 357.92% |
$1.14M - $1.44M
|
48.2K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
34K+ 6.57% |
$1.03M - $1.3M
|
551K
$23.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
32.5KNew |
$986K - $1.24M
|
32.5K
$1.36M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.3K+ 23.76% |
$738K - $927K
|
127K
$5.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
22.5KNew |
$684K - $859K
|
22.5K
$947K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.2K+ 118.99% |
$674K - $846K
|
40.8K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.2K+ 3.72% |
$643K - $807K
|
590K
$24.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
19.6KNew |
$595K - $747K
|
19.6K
$823K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16K+ 3.01% |
$487K - $611K
|
548K
$23M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.7K+ 1.48% |
$446K - $560K
|
1.01M
$42.4M
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
13.8KNew |
$419K - $526K
|
13.8K
$580K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.4K+ 37.45% |
$348K - $436K
|
42K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.2KNew |
$341K - $428K
|
11.2K
$472K
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
11.1K+ 7.76% |
$337K - $423K
|
154K
$6.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
10KNew |
$305K - $383K
|
10K
$422K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.47K+ 9.16% |
$288K - $361K
|
113K
$4.74M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.23KNew |
$280K - $352K
|
9.23K
$388K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
8.75KNew |
$266K - $334K
|
8.75K
$368K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8.51K+ 36.02% |
$259K - $325K
|
32.1K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.3K+ 30.51% |
$252K - $317K
|
35.5K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
8.3K+ 53.83% |
$252K - $316K
|
23.7K
$997K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.11K+ 0.67% |
$246K - $309K
|
1.23M
$51.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7.83KNew |
$238K - $299K
|
7.83K
$329K
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
7.62KNew |
$231K - $291K
|
7.62K
$320K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
7.58KNew |
$230K - $289K
|
7.58K
$319K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
7.07KNew |
$215K - $270K
|
7.07K
$297K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.88KNew |
$209K - $263K
|
6.88K
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.85K+ 47.05% |
$208K - $261K
|
21.4K
$900K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.67KNew |
$203K - $254K
|
6.67K
$280K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.34K+ 11.25% |
$192K - $242K
|
62.6K
$2.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
6.31KNew |
$192K - $241K
|
6.31K
$265K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.83KNew |
$177K - $222K
|
5.83K
$245K
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
5.79KNew |
$176K - $221K
|
5.79K
$243K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
5.76KNew |
$175K - $220K
|
5.76K
$242K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5.69KNew |
$173K - $217K
|
5.69K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.67KNew |
$172K - $216K
|
5.67K
$238K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.61K+ 27.86% |
$171K - $214K
|
25.8K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.59KNew |
$170K - $213K
|
5.59K
$235K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.49KNew |
$167K - $209K
|
5.49K
$231K
|