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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2019
Q1 2019
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
78New |
$8.8K - $10.4K
|
78
$3.29K
|
|
|
May 13, 2019
Q1 2019
|
Sheets Smith Wealth Management
|
BUY
|
- |
65+ 0.64% |
$7.34K - $8.66K
|
10.3K
$433K
|
|
|
May 15, 2019
Q1 2019
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
57+ 2.52% |
$6.43K - $7.6K
|
2.32K
$97.7K
|
|
|
May 06, 2019
Q1 2019
|
Essex Savings Bank
|
BUY
|
- |
33+ 2.87% |
$3.72K - $4.4K
|
1.18K
$49.8K
|
|
|
May 07, 2019
Q1 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
30+ 42.25% |
$3.39K - $4K
|
101
$4.26K
|
|
|
May 14, 2019
Q1 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
25+ 0.69% |
$2.82K - $3.33K
|
3.63K
$153K
|
|
|
May 02, 2019
Q1 2019
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
19+ 0.14% |
$2.14K - $2.53K
|
13.3K
$562K
|
|
|
May 06, 2019
Q1 2019
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
16New |
$1.81K - $2.13K
|
16
$675
|
|
|
Apr 26, 2019
Q1 2019
|
Brighton Jones LLC
|
BUY
|
- |
2+ 0.07% |
$226 - $267
|
2.98K
$126K
|
|
|
May 15, 2019
Q1 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2019
Q1 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10- 1.95% |
$1.13K - $1.33K
|
504
$21.3K
|
|
|
May 15, 2019
Q1 2019
|
Scotia Capital Inc.
|
SELL
|
- |
-15- 0.24% |
$1.69K - $2K
|
6.3K
$266K
|
|
|
May 06, 2019
Q1 2019
|
Gen Trust, LLC
|
SELL
|
- |
-16- 0.81% |
$1.81K - $2.13K
|
1.97K
$83.1K
|
|
|
May 16, 2019
Q1 2019
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-29- 0.52% |
$3.27K - $3.87K
|
5.59K
$236K
|
|
|
Apr 11, 2019
Q1 2019
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-33Closed |
$3.72K - $4.4K
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-38- 7.06% |
$4.29K - $5.07K
|
500
$21.1K
|
|
|
May 01, 2019
Q1 2019
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-40Closed |
$4.51K - $5.33K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-50Closed |
$5.64K - $6.67K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-76- 1.81% |
$8.58K - $10.1K
|
4.11K
$174K
|
|
|
May 16, 2019
Q1 2019
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-100- 2.29% |
$11.3K - $13.3K
|
4.27K
$180K
|
|
|
May 06, 2019
Q1 2019
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-106Closed |
$12K - $14.1K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-136- 5.61% |
$15.3K - $18.1K
|
2.29K
$96.6K
|
|
|
Jan 08, 2024
Q1 2019
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-139- 5.14% |
$15.7K - $18.5K
|
2.56K
$108K
|
|
|
May 10, 2019
Q1 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-143- 1.01% |
$16.1K - $19.1K
|
14K
$590K
|
|
|
Apr 11, 2019
Q1 2019
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-148- 4.88% |
$16.7K - $19.7K
|
2.89K
$122K
|
|
|
May 08, 2019
Q1 2019
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-166- 2.91% |
$18.7K - $22.1K
|
5.53K
$233K
|
|
|
May 16, 2019
Q1 2019
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-166- 9.09% |
$18.7K - $22.1K
|
1.66K
$70.1K
|
|
|
Apr 22, 2019
Q1 2019
|
West Coast Financial LLC
|
SELL
|
- |
-170- 3.31% |
$19.2K - $22.7K
|
4.97K
$210K
|
|
|
Apr 12, 2019
Q1 2019
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-174- 29.0% |
$19.6K - $23.2K
|
426
$18K
|
|
|
May 13, 2019
Q1 2019
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-189- 1.56% |
$21.3K - $25.2K
|
11.9K
$504K
|
|
|
Apr 15, 2019
Q1 2019
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-248- 3.55% |
$28K - $33.1K
|
6.74K
$284K
|
|
|
Apr 26, 2019
Q1 2019
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-268Closed |
$30.2K - $35.7K
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Bray Capital Advisors
|
SELL
|
- |
-273Closed |
$30.8K - $36.4K
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-383- 17.34% |
$43.2K - $51.1K
|
1.83K
$77K
|
|
|
Apr 10, 2019
Q1 2019
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-410- 3.29% |
$46.3K - $54.7K
|
12.1K
$508K
|
|
|
Oct 30, 2019
Q1 2019
|
Principle Wealth Partners LLC
|
SELL
|
- |
-500- 3.57% |
$56.4K - $66.7K
|
13.5K
$570K
|
|
|
May 06, 2019
Q1 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-516- 0.64% |
$58.2K - $68.8K
|
79.6K
$3.36M
|
|
|
Apr 24, 2019
Q1 2019
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-672- 9.72% |
$75.8K - $89.6K
|
6.24K
$263K
|
|
|
Apr 17, 2019
Q1 2019
|
Trilogy Capital Inc.
|
SELL
|
- |
-957- 0.68% |
$108K - $128K
|
139K
$5.86M
|
|
|
May 13, 2019
Q1 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-968- 12.72% |
$109K - $129K
|
6.64K
$280K
|
|
|
May 14, 2019
Q1 2019
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.32K- 13.09% |
$148K - $175K
|
8.73K
$368K
|
|
|
May 02, 2019
Q1 2019
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-1.48K- 6.4% |
$167K - $197K
|
21.6K
$911K
|
|
|
May 10, 2019
Q1 2019
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.67K- 39.12% |
$189K - $223K
|
2.6K
$110K
|
|
|
Apr 09, 2019
Q1 2019
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 5.99% |
$199K - $235K
|
27.7K
$1.17M
|
|
|
May 13, 2019
Q1 2019
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.85K- 12.28% |
$208K - $246K
|
13.2K
$556K
|
|
|
May 14, 2019
Q1 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.98K- 15.38% |
$223K - $263K
|
10.9K
$459K
|
|
|
May 14, 2019
Q1 2019
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.32K- 4.58% |
$262K - $310K
|
48.4K
$2.04M
|
|
|
May 02, 2019
Q1 2019
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.73KClosed |
$308K - $364K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.76KClosed |
$311K - $367K
|
0
$0
|
|
|
May 16, 2019
Q1 2019
|
Resource Planning Group
|
SELL
|
- |
-3.5K- 11.43% |
$395K - $467K
|
27.2K
$1.15M
|