Purchases and Sales Made in Q1 2021 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 2021. 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 13, 2021 Q1 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
30K
+ 26.75%
$4.48M - $5.59M
142K $5.39M
May 14, 2021 Q1 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
23.6K
+ 22.64%
$3.52M - $4.39M
128K $4.85M
May 11, 2021 Q1 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
22.3K
+ 1131.79%
$3.32M - $4.15M
24.3K $919K
May 13, 2021 Q1 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
21.1K
+ 24.36%
$3.15M - $3.94M
108K $4.09M
May 12, 2021 Q1 2021
Ubs Group Ag

BUY
 -
19.5K
+ 35.95%
$2.91M - $3.63M
73.7K $2.79M
May 18, 2021 Q1 2021
Kore Private Wealth LLC

New York, NY
BUY
 -
15.9K
New
$2.37M - $2.96M
15.9K $603K
May 17, 2021 Q1 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
15.8K
+ 29.78%
$2.36M - $2.95M
68.9K $2.61M
Jun 21, 2021 Q1 2021
Wealthsource Partners, LLC

BUY
 -
14.3K
New
$2.13M - $2.66M
14.3K $542K
May 24, 2021 Q1 2021
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
5.44K
+ 34.88%
$811K - $1.01M
21K $797K
May 12, 2021 Q1 2021
Cibc Private Wealth Group, LLC

BUY
 -
4.56K
New
$680K - $848K
4.56K $173K
May 12, 2021 Q1 2021
Tap Consulting, LLC

BUY
 -
4.18K
+ 60.75%
$624K - $779K
11.1K $420K
Apr 20, 2021 Q1 2021
V Wealth Advisors LLC

BUY
 -
3.55K
New
$529K - $660K
3.55K $134K
Apr 22, 2021 Q1 2021
Private Advisor Group, LLC

BUY
 -
3.09K
+ 29.31%
$462K - $576K
13.6K $517K
Apr 12, 2021 Q1 2021
Harbour Capital Advisors, LLC

BUY
 -
2.95K
New
$440K - $549K
2.95K $112K
May 21, 2021 Q1 2021
Spire Wealth Management

BUY
 -
2.72K
New
$405K - $506K
2.72K $103K
May 12, 2021 Q1 2021
M Holdings Securities, Inc.

Portland, OR
BUY
 -
2.71K
New
$405K - $505K
2.71K $103K
May 04, 2021 Q1 2021
Envestnet Asset Management Inc

BUY
 -
2.31K
+ 17.52%
$345K - $430K
15.5K $588K
May 17, 2021 Q1 2021
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
1.78K
+ 21.23%
$265K - $331K
10.1K $384K
May 10, 2021 Q1 2021
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
1.53K
New
$228K - $285K
1.53K $58K
May 13, 2021 Q1 2021
Gen Trust, LLC

BUY
 -
1.48K
New
$220K - $275K
1.48K $55.9K
May 03, 2021 Q1 2021
One Plus One Wealth Management, LLC

BUY
 -
1.42K
New
$212K - $265K
1.42K $53.9K
May 10, 2021 Q1 2021
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
1.34K
+ 27.21%
$200K - $250K
6.27K $238K
Apr 27, 2021 Q1 2021
Stratos Wealth Partners, Ltd.

BUY
 -
1.29K
New
$193K - $241K
1.29K $49K
May 17, 2021 Q1 2021
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.26K
+ 7.79%
$188K - $235K
17.4K $661K
May 11, 2021 Q1 2021
Cibc World Market Inc.

Toronto, A6
BUY
 -
1.22K
New
$182K - $227K
1.22K $46.1K
Jun 07, 2022 Q1 2021
True North Advisors, LLC

BUY
 -
1.2K
New
$179K - $224K
1.2K $45.6K
May 10, 2021 Q1 2021
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
1.05K
New
$156K - $195K
1.05K $39.6K
May 14, 2021 Q1 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1K
New
$150K - $187K
1K $38K
May 14, 2021 Q1 2021
Natixis

Paris, I0
BUY
 -
965
+ 18.28%
$144K - $180K
6.25K $237K
May 14, 2021 Q1 2021
Waddell & Associates, LLC

BUY
 -
894
+ 0.72%
$133K - $166K
125K $4.75M
May 14, 2021 Q1 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
824
+ 35.9%
$123K - $153K
3.12K $118K
Apr 12, 2021 Q1 2021
Huntington National Bank

Columbus, OH
BUY
 -
700
New
$104K - $130K
700 $26.5K
May 04, 2021 Q1 2021
Commonwealth Equity Services, LLC

BUY
 -
698
+ 1.05%
$104K - $130K
67K $2.54M
May 17, 2021 Q1 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
542
+ 212.55%
$80.9K - $101K
797 $30.2K
Apr 12, 2021 Q1 2021
Valeo Financial Advisors, LLC

BUY
 -
539
+ 77.22%
$80.4K - $100K
1.24K $46.9K
May 14, 2021 Q1 2021
Steward Partners Investment Advisory, LLC

BUY
 -
337
+ 7.03%
$50.3K - $62.7K
5.13K $195K
May 14, 2021 Q1 2021
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
299
New
$44.6K - $55.7K
299 $11.3K
May 06, 2021 Q1 2021
Scotia Capital Inc.

BUY
 -
287
+ 6.0%
$42.8K - $53.4K
5.07K $192K
Apr 30, 2021 Q1 2021
Creative Planning

Overland Park, KS
BUY
 -
230
+ 3.45%
$34.3K - $42.8K
6.9K $262K
Apr 30, 2021 Q1 2021
Cornerstone Wealth Management, LLC

BUY
 -
227
+ 1.44%
$33.9K - $42.3K
16K $608K
May 13, 2021 Q1 2021
Blair William & CO

Chicago, IL
BUY
 -
175
+ 14.23%
$26.1K - $32.6K
1.41K $53.2K
May 18, 2021 Q1 2021
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
152
+ 3.52%
$22.7K - $28.3K
4.47K $169K
May 11, 2021 Q1 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
121
New
$18.1K - $22.5K
121 $4.59K
May 06, 2021 Q1 2021
Stonebridge Financial Planning Group, LLC

BUY
 -
119
New
$17.8K - $22.2K
119 $4.51K
May 14, 2021 Q1 2021
Wealthfront Advisers LLC

BUY
 -
101
+ 3.12%
$15.1K - $18.8K
3.33K $126K
Apr 29, 2021 Q1 2021
Allworth Financial LP

BUY
 -
100
New
$14.9K - $18.6K
100 $3.79K
May 10, 2021 Q1 2021
Fure Financial Corp

Bloomington, MN
BUY
 -
80
New
$11.9K - $14.9K
80 $3.03K
May 17, 2021 Q1 2021
Eaton Vance Management

Boston, MA
BUY
 -
58
New
$8.65K - $10.8K
58 $2.2K
Apr 21, 2021 Q1 2021
Hc Financial Advisors Inc

BUY
 -
55
+ 4.64%
$8.21K - $10.2K
1.24K $47K

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