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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2021
Q1 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-649Closed |
$96.8K - $121K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-696- 1.56% |
$104K - $130K
|
43.8K
$1.66M
|
|
|
May 14, 2021
Q1 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-766- 30.48% |
$114K - $143K
|
1.75K
$66.2K
|
|
|
May 13, 2021
Q1 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-800- 22.86% |
$119K - $149K
|
2.7K
$102K
|
|
|
May 10, 2021
Q1 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-822- 0.93% |
$123K - $153K
|
87.5K
$3.32M
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-899- 3.49% |
$134K - $167K
|
24.8K
$942K
|
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-902- 4.93% |
$135K - $168K
|
17.4K
$659K
|
|
|
Apr 28, 2021
Q1 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-912- 11.26% |
$136K - $170K
|
7.19K
$272K
|
|
|
May 12, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-917- 21.88% |
$137K - $171K
|
3.28K
$124K
|
|
|
May 10, 2021
Q1 2021
|
West Coast Financial LLC
|
SELL
|
- |
-985- 36.74% |
$147K - $183K
|
1.7K
$64.3K
|
|
|
May 13, 2021
Q1 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.05K- 12.08% |
$157K - $196K
|
7.66K
$290K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.27K- 1.38% |
$190K - $237K
|
91.3K
$3.46M
|
|
|
May 17, 2021
Q1 2021
|
Sws Partners
|
SELL
|
- |
-1.35KClosed |
$202K - $252K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.38K- 50.83% |
$205K - $256K
|
1.33K
$50.5K
|
|
|
May 05, 2021
Q1 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.44KClosed |
$215K - $269K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Resource Planning Group
|
SELL
|
- |
-1.48K- 9.32% |
$221K - $276K
|
14.4K
$546K
|
|
|
Apr 21, 2021
Q1 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.5K- 54.3% |
$223K - $278K
|
1.26K
$47.7K
|
|
|
Apr 28, 2021
Q1 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 7.87% |
$224K - $280K
|
17.6K
$668K
|
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.61KClosed |
$241K - $300K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.69KClosed |
$252K - $314K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.72K- 7.11% |
$256K - $319K
|
22.4K
$849K
|
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.62K- 12.77% |
$391K - $488K
|
17.9K
$679K
|
|
|
May 06, 2021
Q1 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-2.92K- 9.72% |
$436K - $544K
|
27.1K
$1.03M
|
|
|
Apr 09, 2021
Q1 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.05K- 11.3% |
$455K - $568K
|
24K
$908K
|
|
|
Apr 15, 2021
Q1 2021
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-4K- 3.08% |
$596K - $744K
|
126K
$4.76M
|
|
|
Apr 14, 2021
Q1 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-4.67K- 12.1% |
$697K - $869K
|
33.9K
$1.29M
|
|
|
May 10, 2021
Q1 2021
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.71K- 14.98% |
$703K - $877K
|
26.7K
$1.01M
|
|
|
Apr 19, 2021
Q1 2021
|
Solitude Financial Services
|
SELL
|
- |
-4.98K- 13.61% |
$743K - $927K
|
31.6K
$1.2M
|
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.25KClosed |
$783K - $977K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-6.8K- 29.17% |
$1.01M - $1.27M
|
16.5K
$626K
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.93K- 96.08% |
$1.03M - $1.29M
|
283
$10.7K
|
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.31KClosed |
$1.09M - $1.36M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.97K- 59.48% |
$1.49M - $1.86M
|
6.79K
$257K
|
|
|
May 24, 2021
Q1 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10K- 3.76% |
$1.49M - $1.86M
|
256K
$9.72M
|
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.2KClosed |
$1.53M - $1.91M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-17.4K- 2.87% |
$2.6M - $3.25M
|
591K
$22.4M
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.8K- 8.8% |
$3.4M - $4.25M
|
236K
$8.96M
|
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-51.9K- 33.11% |
$7.74M - $9.65M
|
105K
$3.97M
|
|
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-223KClosed |
$33.3M - $41.6M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-355K- 13.74% |
$53M - $66.1M
|
2.23M
$84.5M
|