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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,225
shares
|
$143,609
0.0% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,719
shares
|
$121,077
0.0% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
2,675
shares
|
$119,117
0.09% of portfolio
|
Q3 2024
Reduced 55.27%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
2,380
shares
|
$105,981
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,130
shares
|
$94,848
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2,100
shares
|
$93,513
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
2,097
shares
|
$93,379
0.0% of portfolio
|
Q3 2024
Reduced 67.36%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
2,017
shares
|
$89,817
0.07% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$89,060
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
1,936
shares
|
$86,210
0.0% of portfolio
|
Q3 2024
Reduced 16.55%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,790
shares
|
$79,708
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,773
shares
|
$78,951
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,625
shares
|
$72,361
0.02% of portfolio
|
Q3 2024
Reduced 48.41%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,565
shares
|
$69,689
0.0% of portfolio
|
Q1 2022
Reduced 4.28%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,563
shares
|
$69,600
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
1,481
shares
|
$65,948
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,480
shares
|
$65,904
0.03% of portfolio
|
Q2 2024
Reduced 28.67%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
1,434
shares
|
$63,856
0.01% of portfolio
|
Q2 2024
Added 22.15%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,430
shares
|
$63,677
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
1,380
shares
|
$61,451
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,353
shares
|
$60,249
0.0% of portfolio
|
Q1 2024
Added 135200.0%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
1,313
shares
|
$58,467
0.02% of portfolio
|
Q3 2023
Added 399.24%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,269
shares
|
$56,508
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
1,256
shares
|
$55,929
0.02% of portfolio
|
Q3 2024
Reduced 91.53%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,243
shares
|
$55,350
0.01% of portfolio
|
Q3 2024
Added 0.32%
|