Purchases and Sales Made in Q1 2021 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 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
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
40New |
$5.97K - $7.45K
|
40
$1.52K
|
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
36New |
$5.37K - $6.7K
|
36
$1.36K
|
|
|
Apr 19, 2021
Q1 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
27+ 1.06% |
$4.03K - $5.03K
|
2.58K
$97.9K
|
|
|
Apr 29, 2021
Q1 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
25New |
$3.73K - $4.65K
|
25
$948
|
|
|
Apr 27, 2021
Q1 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
25+ 0.2% |
$3.73K - $4.65K
|
12.2K
$463K
|
|
|
May 06, 2021
Q1 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
22+ 10.73% |
$3.28K - $4.1K
|
227
$8.6K
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
13New |
$1.94K - $2.42K
|
13
$493
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Bank
|
BUY
|
- |
13New |
$1.94K - $2.42K
|
13
$493
|
|
|
May 12, 2021
Q1 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10+ 0.22% |
$1.49K - $1.86K
|
4.58K
$173K
|
|
|
Apr 26, 2021
Q1 2021
|
Cutler Group LP
|
BUY
|
- |
9New |
$1.34K - $1.68K
|
9
$341
|
|
|
Apr 23, 2021
Q1 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$746 - $931
|
9.01K
$341K
|
|
|
Apr 23, 2021
Q1 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
5+ 0.26% |
$746 - $931
|
1.94K
$73.5K
|
|
|
May 17, 2021
Q1 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.07% |
$448 - $559
|
4.13K
$156K
|
|
|
May 07, 2021
Q1 2021
|
Brighton Jones LLC
|
BUY
|
- |
2+ 0.07% |
$298 - $372
|
2.98K
$113K
|
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1+ 0.98% |
$149 - $186
|
103
$3.9K
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.61% |
$149 - $186
|
164
$6.22K
|
|
|
May 13, 2021
Q1 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.04% |
$149 - $186
|
2.39K
$90.5K
|
|
|
May 17, 2021
Q1 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.12% |
$149 - $186
|
803
$30.4K
|
|
|
May 14, 2021
Q1 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.1% |
$149 - $186
|
1.03K
$38.9K
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-3- 0.05% |
$448 - $559
|
5.79K
$219K
|
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4- 16.0% |
$597 - $745
|
21
$796
|
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7- 0.36% |
$1.04K - $1.3K
|
1.91K
$72.5K
|
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-13- 0.41% |
$1.94K - $2.42K
|
3.13K
$119K
|
|
|
May 14, 2021
Q1 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-22- 1.3% |
$3.28K - $4.1K
|
1.67K
$63.1K
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-30Closed |
$4.48K - $5.59K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-34- 1.24% |
$5.07K - $6.33K
|
2.72K
$103K
|
|
|
May 17, 2021
Q1 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-44- 3.33% |
$6.56K - $8.19K
|
1.28K
$48.4K
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-48Closed |
$7.16K - $8.94K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-53- 2.59% |
$7.91K - $9.87K
|
2K
$75.7K
|
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-54- 11.54% |
$8.06K - $10.1K
|
414
$15.7K
|
|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
SELL
|
- |
-99- 0.48% |
$14.8K - $18.4K
|
20.5K
$776K
|
|
|
Apr 06, 2021
Q1 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-101- 61.59% |
$15.1K - $18.8K
|
63
$2.39K
|
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-149- 16.57% |
$22.2K - $27.7K
|
750
$28.4K
|
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-175- 5.59% |
$26.1K - $32.6K
|
2.96K
$112K
|
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-181- 18.7% |
$27K - $33.7K
|
787
$29.8K
|
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-192- 19.96% |
$28.6K - $35.7K
|
770
$29.2K
|
|
|
Apr 20, 2021
Q1 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-196- 4.59% |
$29.2K - $36.5K
|
4.07K
$154K
|
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-227- 8.52% |
$33.9K - $42.3K
|
2.44K
$92.3K
|
|
|
Apr 28, 2021
Q1 2021
|
Comerica Bank
|
SELL
|
- |
-237- 13.63% |
$35.4K - $44.1K
|
1.5K
$56.9K
|
|
|
Apr 12, 2021
Q1 2021
|
Carlson Capital Management
|
SELL
|
- |
-246- 12.33% |
$36.7K - $45.8K
|
1.75K
$66.3K
|
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-275- 4.92% |
$41K - $51.2K
|
5.31K
$201K
|
|
|
Apr 12, 2021
Q1 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-296- 6.86% |
$44.2K - $55.1K
|
4.02K
$152K
|
|
|
Apr 28, 2021
Q1 2021
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-300- 5.28% |
$44.8K - $55.9K
|
5.38K
$204K
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-330Closed |
$49.2K - $61.4K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-333- 6.78% |
$49.7K - $62K
|
4.58K
$174K
|
|
|
Apr 16, 2021
Q1 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-479- 2.75% |
$71.5K - $89.2K
|
16.9K
$642K
|
|
|
May 07, 2021
Q1 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-498- 6.7% |
$74.3K - $92.7K
|
6.94K
$263K
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-620- 8.41% |
$92.5K - $115K
|
6.75K
$256K
|