Purchases and Sales Made in Q1 2019 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 Q1 2019. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2019
Q1 2019
|
Argi Investment Services, LLC
|
BUY
|
- |
58.8K+ 12.95% |
$6.63M - $7.84M
|
513K
$21.4M
|
|
|
May 14, 2019
Q1 2019
|
Waddell & Associates, LLC
|
BUY
|
- |
42.4K+ 18.28% |
$4.78M - $5.65M
|
274K
$11.4M
|
|
|
May 14, 2019
Q1 2019
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
36K+ 1.55% |
$4.06M - $4.8M
|
2.35M
$98.1M
|
|
|
Apr 05, 2019
Q1 2019
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
28.2K+ 30.02% |
$3.18M - $3.76M
|
122K
$5.09M
|
|
|
May 13, 2019
Q1 2019
|
Private Advisor Group, LLC
|
BUY
|
- |
23.7KNew |
$2.67M - $3.16M
|
23.7K
$987K
|
|
|
May 15, 2019
Q1 2019
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.2K+ 93.49% |
$2.39M - $2.82M
|
43.8K
$1.83M
|
|
|
May 14, 2019
Q1 2019
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.5K+ 4003.88% |
$1.63M - $1.93M
|
14.8K
$617K
|
|
|
May 10, 2019
Q1 2019
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.9K+ 64.72% |
$1.56M - $1.85M
|
35.3K
$1.47M
|
|
|
May 06, 2019
Q1 2019
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.81K+ 3.1% |
$769K - $908K
|
227K
$9.44M
|
|
|
Apr 29, 2019
Q1 2019
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.57KNew |
$742K - $876K
|
6.57K
$274K
|
|
|
May 02, 2019
Q1 2019
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.55KNew |
$739K - $873K
|
6.55K
$273K
|
|
|
Apr 24, 2019
Q1 2019
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.24K+ 113.0% |
$704K - $832K
|
11.8K
$490K
|
|
|
May 14, 2019
Q1 2019
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.22KNew |
$702K - $829K
|
6.22K
$259K
|
|
|
May 06, 2019
Q1 2019
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.84K+ 2.43% |
$546K - $645K
|
204K
$8.5M
|
|
|
May 14, 2019
Q1 2019
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.81K+ 100.52% |
$543K - $641K
|
9.6K
$400K
|
|
|
May 13, 2019
Q1 2019
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.17K+ 6.01% |
$471K - $556K
|
73.6K
$3.07M
|
|
|
May 06, 2019
Q1 2019
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.09K+ 5.02% |
$462K - $546K
|
85.6K
$3.57M
|
|
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
3.25KNew |
$366K - $433K
|
3.25K
$135K
|
|
|
May 15, 2019
Q1 2019
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.62K+ 39.65% |
$296K - $349K
|
9.23K
$385K
|
|
|
Apr 30, 2019
Q1 2019
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.54K+ 70.2% |
$286K - $338K
|
6.15K
$256K
|
|
|
May 15, 2019
Q1 2019
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.46K+ 10.63% |
$278K - $328K
|
25.6K
$1.07M
|
|
|
May 14, 2019
Q1 2019
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.33K+ 43.29% |
$262K - $310K
|
7.7K
$321K
|
|
|
May 13, 2019
Q1 2019
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.27K+ 5.74% |
$256K - $302K
|
41.7K
$1.74M
|
|
|
May 10, 2024
Q1 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.16KNew |
$243K - $287K
|
2.16K
$89.9K
|
|
|
Apr 11, 2019
Q1 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.16KNew |
$243K - $287K
|
2.16K
$89.9K
|
|
|
May 11, 2020
Q1 2019
|
Royal Fund Management, LLC
|
BUY
|
- |
2.08K+ 11.03% |
$234K - $277K
|
20.9K
$871K
|
|
|
Apr 15, 2019
Q1 2019
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.82K+ 5.63% |
$205K - $242K
|
34.1K
$1.42M
|
|
|
May 02, 2019
Q1 2019
|
Prospera Financial Services Inc
|
BUY
|
- |
1.7KNew |
$192K - $227K
|
1.7K
$71K
|
|
|
May 15, 2019
Q1 2019
|
Lincoln National Corp
|
BUY
|
- |
1.68KNew |
$189K - $224K
|
1.68K
$70K
|
|
|
May 08, 2019
Q1 2019
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.6K+ 1.98% |
$180K - $213K
|
82.3K
$3.43M
|
|
|
May 08, 2019
Q1 2019
|
Us Bancorp \De\
|
BUY
|
- |
1.43K+ 4.75% |
$161K - $190K
|
31.5K
$1.31M
|
|
|
Apr 26, 2019
Q1 2019
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.06K+ 22.52% |
$119K - $141K
|
5.74K
$239K
|
|
|
Apr 17, 2019
Q1 2019
|
Accredited Investors Inc.
|
BUY
|
- |
966+ 1.5% |
$109K - $129K
|
65.3K
$2.72M
|
|
|
Feb 10, 2021
Q1 2019
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
907New |
$102K - $121K
|
907
$37.8K
|
|
|
May 15, 2019
Q1 2019
|
Natixis
Paris, I0 |
BUY
|
- |
820+ 26.51% |
$92.5K - $109K
|
3.91K
$163K
|
|
|
May 09, 2019
Q1 2019
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
788+ 16.64% |
$88.9K - $105K
|
5.53K
$230K
|
|
|
May 14, 2019
Q1 2019
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
652+ 26.84% |
$73.6K - $86.9K
|
3.08K
$128K
|
|
|
May 14, 2019
Q1 2019
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
650New |
$73.4K - $86.6K
|
650
$27.1K
|
|
|
May 03, 2019
Q1 2019
|
Lvw Advisors, LLC
|
BUY
|
- |
603+ 3.69% |
$68.1K - $80.4K
|
16.9K
$706K
|
|
|
Apr 12, 2019
Q1 2019
|
Ritholtz Wealth Management
|
BUY
|
- |
585+ 20.86% |
$66K - $78K
|
3.39K
$141K
|
|
|
Apr 24, 2019
Q1 2019
|
Creative Planning
Overland Park, KS |
BUY
|
- |
432+ 8.35% |
$48.8K - $57.6K
|
5.61K
$234K
|
|
|
May 15, 2019
Q1 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
379+ 2.73% |
$42.8K - $50.5K
|
14.3K
$595K
|
|
|
May 15, 2019
Q1 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
300New |
$33.9K - $40K
|
300
$12.5K
|
|
|
May 10, 2019
Q1 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
300New |
$33.9K - $40K
|
300
$12.5K
|
|
|
May 13, 2019
Q1 2019
|
D.A. Davidson & Co.
|
BUY
|
- |
221+ 6.45% |
$24.9K - $29.5K
|
3.65K
$152K
|
|
|
May 15, 2019
Q1 2019
|
Ifp Advisors, Inc
|
BUY
|
- |
205+ 366.07% |
$23.1K - $27.3K
|
261
$10.9K
|
|
|
May 15, 2019
Q1 2019
|
Brown Advisory Inc
|
BUY
|
- |
138+ 1.78% |
$15.6K - $18.4K
|
7.91K
$330K
|
|
|
Apr 09, 2019
Q1 2019
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
129+ 0.48% |
$14.6K - $17.2K
|
27.3K
$1.14M
|
|
|
May 13, 2019
Q1 2019
|
Mufg Americas Holdings Corp
|
BUY
|
- |
96New |
$10.8K - $12.8K
|
96
$4K
|
|
|
Apr 24, 2019
Q1 2019
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
81+ 1.69% |
$9.14K - $10.8K
|
4.86K
$203K
|