Purchases and Sales Made in Q1 2020 in Invesco Ftse Rafi Us 1500 Smal (PRFZ)

PRFZ Quotes by TradingView

This table provides information about the institutional ownership of Invesco Ftse Rafi Us 1500 Smal (PRFZ) during Q1 2020. 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 15, 2020 Q1 2020
Advisory Services Network, LLC

SELL
 -
-14
- 3.98%
$1.11K - $1.94K
338 $14.3K
May 13, 2020 Q1 2020
Brighton Jones LLC

SELL
 -
-20
- 0.67%
$1.59K - $2.78K
2.97K $125K
Apr 29, 2020 Q1 2020
Jfs Wealth Advisors, LLC

SELL
 -
-28
- 0.11%
$2.22K - $3.89K
26.4K $1.11M
Apr 01, 2020 Q1 2020
Shakespeare Wealth Management, Inc.

Pewaukee, WI
SELL
 -
-61
- 0.61%
$4.84K - $8.47K
9.88K $417K
Apr 29, 2020 Q1 2020
Institute For Wealth Management, Llc.

SELL
 -
-61
- 1.25%
$4.84K - $8.47K
4.81K $203K
Apr 13, 2020 Q1 2020
Ellevest, Inc.

SELL
 -
-73
Closed
$5.79K - $10.1K
0 $0
May 13, 2020 Q1 2020
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-75
- 2.81%
$5.95K - $10.4K
2.6K $110K
Apr 24, 2020 Q1 2020
Mufg Americas Holdings Corp

SELL
 -
-96
Closed
$7.61K - $13.3K
0 $0
May 01, 2020 Q1 2020
Evensky & Katz LLC

SELL
 -
-107
Closed
$8.49K - $14.9K
0 $0
May 14, 2020 Q1 2020
Howe & Rusling Inc

Rochester, NY
SELL
 -
-123
Closed
$9.76K - $17.1K
0 $0
Apr 27, 2020 Q1 2020
Huntington National Bank

Columbus, OH
SELL
 -
-175
Closed
$13.9K - $24.3K
0 $0
Apr 10, 2020 Q1 2020
Forvis Wealth Advisors, LLC

SELL
 -
-190
- 1.64%
$15.1K - $26.4K
11.4K $482K
Apr 30, 2020 Q1 2020
Element Pointe Advisors, LLC

Miami, FL
SELL
 -
-236
- 4.85%
$18.7K - $32.8K
4.63K $195K
Apr 28, 2020 Q1 2020
Litman Gregory Wealth Management LLC

SELL
 -
-251
- 31.77%
$19.9K - $34.9K
539 $22.7K
Apr 17, 2020 Q1 2020
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-252
- 2.29%
$20K - $35K
10.7K $453K
May 12, 2020 Q1 2020
Private Advisor Group, LLC

SELL
 -
-293
- 4.47%
$23.2K - $40.7K
6.26K $264K
Apr 27, 2020 Q1 2020
Wade Financial Advisory, Inc

SELL
 -
-404
- 15.0%
$32K - $56.1K
2.29K $96.6K
Apr 28, 2020 Q1 2020
Trilogy Capital Inc.

SELL
 -
-457
- 18.09%
$36.2K - $63.5K
2.07K $87.3K
May 08, 2020 Q1 2020
Cambridge Investment Research Advisors, Inc.

SELL
 -
-480
- 9.55%
$38.1K - $66.7K
4.55K $192K
May 14, 2020 Q1 2020
Mycio Wealth Partners, LLC

SELL
 -
-553
Closed
$43.9K - $76.8K
0 $0
Apr 21, 2020 Q1 2020
West Coast Financial LLC

SELL
 -
-694
- 17.24%
$55K - $96.4K
3.33K $141K
May 04, 2020 Q1 2020
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-822
- 12.79%
$65.2K - $114K
5.61K $236K
Apr 15, 2020 Q1 2020
Clearwater Capital Advisors, LLC

SELL
 -
-833
- 14.48%
$66.1K - $116K
4.92K $207K
Apr 13, 2020 Q1 2020
Valeo Financial Advisors, LLC

SELL
 -
-844
- 46.42%
$66.9K - $117K
974 $41.1K
May 15, 2020 Q1 2020
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-872
- 15.93%
$69.2K - $121K
4.6K $194K
May 15, 2020 Q1 2020
Scotia Capital Inc.

SELL
 -
-915
- 15.33%
$72.6K - $127K
5.06K $213K
Apr 30, 2020 Q1 2020
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-950
- 25.63%
$75.3K - $132K
2.76K $116K
May 05, 2020 Q1 2020
Creative Planning

Overland Park, KS
SELL
 -
-1.08K
- 16.28%
$85.9K - $150K
5.57K $235K
Apr 17, 2020 Q1 2020
Raymond James Trust N.A.

SELL
 -
-1.13K
- 13.46%
$89.3K - $156K
7.24K $305K
Apr 27, 2020 Q1 2020
Bridgeworth, LLC

Birmingham, AL
SELL
 -
-1.16K
- 18.45%
$92.1K - $161K
5.13K $216K
Apr 20, 2020 Q1 2020
Market Street Wealth Management Advisors LLC

SELL
 -
-1.26K
- 20.6%
$100K - $176K
4.87K $206K
Apr 17, 2020 Q1 2020
Central Trust CO

Jefferson City, MO
SELL
 -
-1.48K
- 39.18%
$117K - $205K
2.29K $96.6K
Apr 30, 2020 Q1 2020
Balasa Dinverno & Foltz LLC

Itasca, IL
SELL
 -
-1.48K
Closed
$117K - $206K
0 $0
Apr 28, 2020 Q1 2020
Essex Savings Bank

SELL
 -
-1.49K
Closed
$118K - $207K
0 $0
May 11, 2020 Q1 2020
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-1.54K
Closed
$122K - $214K
0 $0
Apr 30, 2020 Q1 2020
Savant Capital, LLC

SELL
 -
-1.59K
Closed
$126K - $221K
0 $0
May 15, 2020 Q1 2020
Brown Advisory Inc

SELL
 -
-1.6K
Closed
$127K - $222K
0 $0
May 14, 2020 Q1 2020
Gen Trust, LLC

SELL
 -
-1.63K
Closed
$129K - $227K
0 $0
Apr 24, 2020 Q1 2020
Lincoln National Corp

SELL
 -
-1.68K
Closed
$133K - $234K
0 $0
May 12, 2020 Q1 2020
Personal Capital Advisors Corp

SELL
 -
-1.79K
Closed
$142K - $248K
0 $0
May 20, 2020 Q1 2020
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-1.79K
Closed
$142K - $248K
0 $0
Apr 30, 2020 Q1 2020
Stone X Group Inc.

SELL
 -
-1.82K
Closed
$144K - $252K
0 $0
May 15, 2020 Q1 2020
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-1.88K
Closed
$149K - $261K
0 $0
May 13, 2020 Q1 2020
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-1.91K
Closed
$151K - $265K
0 $0
May 12, 2020 Q1 2020
Madison Asset Management, LLC

Madison, WI
SELL
 -
-1.94K
- 29.1%
$154K - $269K
4.72K $199K
Apr 29, 2020 Q1 2020
Qp Wealth Management, LLC

SELL
 -
-1.96K
Closed
$155K - $272K
0 $0
May 07, 2020 Q1 2020
Plante Moran Financial Advisors, LLC

SELL
 -
-2.02K
Closed
$160K - $281K
0 $0
May 12, 2020 Q1 2020
Aimz Investment Advisors, LLC

SELL
 -
-2.1K
Closed
$167K - $292K
0 $0
May 07, 2020 Q1 2020
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-2.14K
- 36.45%
$169K - $297K
3.72K $157K

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