Institutional Ownership Invesco Ftse Rafi Us 1500 Smal (PRFZ)
This table provides information about the institutional ownership of Invesco Ftse Rafi Us 1500 Smal (PRFZ). We have compiled data on the 289 institutions that hold shares in the stock, with a total of 41.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,150
shares
|
$51,209
0.0% of portfolio
|
Q3 2024
Added 21.69%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,040
shares
|
$46,311
0.0% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
1,020
shares
|
$45,420
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
995
shares
|
$44,307
0.0% of portfolio
|
Q3 2024
Added 73.04%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
903
shares
|
$40,210
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
869
shares
|
$38,696
0.0% of portfolio
|
Q4 2023
Added 0.35%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
858
shares
|
$38,206
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
843
shares
|
$37,538
0.0% of portfolio
|
Q3 2024
Added 10.63%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
835
shares
|
$37,182
0.09% of portfolio
|
Q2 2021
Reduced 32.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
757
shares
|
$33,709
0.0% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
750
shares
|
$33,397
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
650
shares
|
$28,944
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
625
shares
|
$27,831
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
575
shares
|
$25,604
0.0% of portfolio
|
Q1 2024
Reduced 46.51%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
570
shares
|
$25,382
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
525
shares
|
$23,378
0.0% of portfolio
|
Q3 2023
Added 294.74%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
512
shares
|
$22,799
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
488
shares
|
$21,730
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
475
shares
|
$21,151
0.0% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
470
shares
|
$20,929
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
445
shares
|
$19,815
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
420
shares
|
$18,702
0.0% of portfolio
|
Q3 2024
Reduced 53.49%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
420
shares
|
$18,702
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
420
shares
|
$18,702
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
414
shares
|
$18,435
0.0% of portfolio
|
Q3 2024
New holding
|