Purchases and Sales Made in Q1 2020 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 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 06, 2020
Q1 2020
|
Private Ocean, LLC
|
SELL
|
- |
-2.22K- 8.5% |
$176K - $308K
|
23.9K
$1.01M
|
|
|
May 08, 2020
Q1 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.23KClosed |
$177K - $310K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Ubs Group Ag
|
SELL
|
- |
-2.35K- 1.57% |
$186K - $326K
|
147K
$6.21M
|
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.39KClosed |
$190K - $332K
|
0
$0
|
|
|
Sep 07, 2021
Q1 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.7KClosed |
$214K - $375K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.81KClosed |
$223K - $390K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.01K- 12.12% |
$238K - $418K
|
21.8K
$920K
|
|
|
Apr 29, 2020
Q1 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.04K- 26.69% |
$241K - $423K
|
8.35K
$352K
|
|
|
Apr 08, 2020
Q1 2020
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3.4K- 9.67% |
$270K - $473K
|
31.8K
$1.34M
|
|
|
May 14, 2020
Q1 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.36KClosed |
$346K - $606K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Argi Investment Services, LLC
|
SELL
|
- |
-4.77K- 8.91% |
$378K - $662K
|
48.7K
$2.06M
|
|
|
May 08, 2020
Q1 2020
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-5.48K- 13.18% |
$435K - $761K
|
36.1K
$1.52M
|
|
|
May 13, 2020
Q1 2020
|
Us Bancorp \De\
|
SELL
|
- |
-5.5K- 17.54% |
$436K - $764K
|
25.9K
$1.09M
|
|
|
Apr 14, 2020
Q1 2020
|
Resource Planning Group
|
SELL
|
- |
-5.57K- 22.09% |
$442K - $774K
|
19.7K
$829K
|
|
|
May 15, 2020
Q1 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.69K- 0.82% |
$451K - $790K
|
691K
$29.1M
|
|
|
May 15, 2020
Q1 2020
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-6.42K- 44.62% |
$509K - $892K
|
7.97K
$336K
|
|
|
May 14, 2020
Q1 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.48K- 8.19% |
$514K - $900K
|
72.6K
$3.06M
|
|
|
May 14, 2020
Q1 2020
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7K- 44.52% |
$555K - $972K
|
8.73K
$368K
|
|
|
May 08, 2020
Q1 2020
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-7.25K- 57.99% |
$575K - $1.01M
|
5.25K
$222K
|
|
|
May 13, 2020
Q1 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-7.82KClosed |
$620K - $1.09M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.81K- 10.43% |
$699K - $1.22M
|
75.7K
$3.19M
|
|
|
Apr 23, 2020
Q1 2020
|
Lvw Advisors, LLC
|
SELL
|
- |
-13K- 82.98% |
$1.03M - $1.81M
|
2.67K
$113K
|
|
|
Apr 23, 2020
Q1 2020
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-20.2KClosed |
$1.61M - $2.81M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Accredited Investors Inc.
|
SELL
|
- |
-20.8K- 25.72% |
$1.65M - $2.88M
|
59.9K
$2.53M
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-31.9K- 44.17% |
$2.53M - $4.44M
|
40.4K
$1.7M
|
|
|
May 21, 2020
Q1 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-34.4K- 45.87% |
$2.73M - $4.77M
|
40.5K
$1.71M
|
|
|
Apr 23, 2020
Q1 2020
|
Legacy Private Trust Co.
|
SELL
|
- |
-38K- 42.13% |
$3.01M - $5.27M
|
52.2K
$2.2M
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-57.3KClosed |
$4.55M - $7.96M
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-91.1K- 25.22% |
$7.23M - $12.7M
|
270K
$11.4M
|
|
|
May 12, 2020
Q1 2020
|
Waddell & Associates, LLC
|
SELL
|
- |
-159K- 57.63% |
$12.6M - $22.1M
|
117K
$4.93M
|
|
|
May 14, 2020
Q1 2020
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-175K- 38.77% |
$13.9M - $24.4M
|
277K
$11.7M
|