Purchases and Sales Made in Q1 2022 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 2022. 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 16, 2022 Q1 2022
Oxler Private Wealth LLC

New York, NY
SELL
 -
-96
- 2.02%
$16.5K - $18.7K
4.67K $197K
May 11, 2022 Q1 2022
Tradition Wealth Management, LLC

SELL
 -
-99
- 1.86%
$17K - $19.3K
5.21K $220K
May 03, 2022 Q1 2022
Sandy Spring Bank

SELL
 -
-100
Closed
$17.2K - $19.5K
0 $0
Apr 14, 2022 Q1 2022
Gen Trust, LLC

SELL
 -
-132
- 10.01%
$22.7K - $25.7K
1.19K $50.1K
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-133
Closed
$22.9K - $25.9K
0 $0
Apr 07, 2022 Q1 2022
Vigilant Capital Management, LLC

SELL
 -
-135
- 40.3%
$23.2K - $26.3K
200 $8.44K
Apr 20, 2022 Q1 2022
Resource Planning Group

SELL
 -
-159
- 1.54%
$27.4K - $31K
10.1K $428K
May 09, 2022 Q1 2022
Badgley Phelps Wealth Managers, LLC

SELL
 -
-182
- 12.7%
$31.3K - $35.4K
1.25K $52.8K
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-186
- 0.79%
$32K - $36.2K
23.5K $992K
Apr 25, 2022 Q1 2022
Stegent Equity Advisors, Inc.

Houston, TX
SELL
 -
-200
- 9.12%
$34.4K - $38.9K
1.99K $84.1K
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-206
Closed
$35.4K - $40.1K
0 $0
Apr 19, 2022 Q1 2022
Resonant Capital Advisors, LLC

SELL
 -
-213
- 2.67%
$36.6K - $41.5K
7.75K $327K
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-214
- 1.08%
$36.8K - $41.7K
19.6K $829K
May 09, 2022 Q1 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-215
Closed
$37K - $41.9K
0 $0
May 13, 2022 Q1 2022
Parkside Financial Bank & Trust

SELL
 -
-226
Closed
$38.9K - $44K
0 $0
May 10, 2022 Q1 2022
Sterling Financial Planning, Inc.

SELL
 -
-241
- 3.96%
$41.5K - $46.9K
5.85K $247K
May 06, 2022 Q1 2022
Accredited Investors Inc.

SELL
 -
-284
- 1.72%
$48.9K - $55.3K
16.2K $685K
May 13, 2022 Q1 2022
Northern Trust Corp

Chicago, IL
SELL
 -
-300
- 19.58%
$51.6K - $58.4K
1.23K $52K
Apr 14, 2022 Q1 2022
Charles Schwab Trust CO

SELL
 -
-335
- 17.18%
$57.6K - $65.2K
1.62K $68.1K
May 16, 2022 Q1 2022
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-335
- 4.27%
$57.6K - $65.2K
7.52K $317K
May 02, 2022 Q1 2022
Jfs Wealth Advisors, LLC

SELL
 -
-442
- 2.75%
$76K - $86.1K
15.6K $660K
Apr 27, 2022 Q1 2022
Argi Investment Services, LLC

SELL
 -
-599
- 2.66%
$103K - $117K
21.9K $926K
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-728
- 3.9%
$125K - $142K
18K $758K
Apr 15, 2022 Q1 2022
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-745
- 7.6%
$128K - $145K
9.06K $382K
May 12, 2022 Q1 2022
Raymond James Trust N.A.

SELL
 -
-835
- 14.43%
$144K - $163K
4.95K $209K
Apr 14, 2022 Q1 2022
Cutler Group LP

SELL
 -
-840
Closed
$144K - $164K
0 $0
May 13, 2022 Q1 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-864
- 86.14%
$149K - $168K
139 $5.86K
Apr 25, 2022 Q1 2022
Private Ocean, LLC

SELL
 -
-1.04K
- 5.32%
$178K - $202K
18.4K $778K
May 17, 2022 Q1 2022
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-1.05K
Closed
$181K - $205K
0 $0
May 04, 2022 Q1 2022
Endowment Wealth Management, Inc.

Appleton, WI
SELL
 -
-1.08K
Closed
$186K - $210K
0 $0
Apr 28, 2022 Q1 2022
Keybank National Association

SELL
 -
-1.13K
Closed
$194K - $220K
0 $0
May 09, 2022 Q1 2022
One Plus One Wealth Management, LLC

SELL
 -
-1.2K
Closed
$207K - $234K
0 $0
Apr 20, 2022 Q1 2022
Advisor Resource Council

SELL
 -
-1.36K
Closed
$233K - $264K
0 $0
Apr 22, 2022 Q1 2022
Spectrum Wealth Advisory Group, LLC

SELL
 -
-1.48K
- 38.3%
$254K - $288K
2.38K $101K
May 10, 2022 Q1 2022
Provence Wealth Management Group

SELL
 -
-1.5K
Closed
$258K - $292K
0 $0
May 12, 2022 Q1 2022
True North Advisors, LLC

SELL
 -
-1.68K
Closed
$288K - $327K
0 $0
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

SELL
 -
-1.73K
- 6.46%
$297K - $337K
25K $1.06M
May 04, 2022 Q1 2022
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-2.2K
- 35.95%
$378K - $427K
3.91K $165K
Apr 26, 2022 Q1 2022
Arlington Financial Advisors, LLC

SELL
 -
-2.31K
- 5.6%
$397K - $450K
38.9K $1.64M
May 04, 2022 Q1 2022
Lex Aurum Advisors, LLC

SELL
 -
-2.78K
Closed
$479K - $542K
0 $0
May 11, 2022 Q1 2022
Element Pointe Advisors, LLC

Miami, FL
SELL
 -
-3.01K
Closed
$518K - $586K
0 $0
May 16, 2022 Q1 2022
V Wealth Advisors LLC

SELL
 -
-3.15K
Closed
$541K - $612K
0 $0
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-3.24K
- 72.19%
$558K - $632K
1.25K $52.7K
Apr 12, 2022 Q1 2022
Solitude Financial Services

SELL
 -
-4.06K
- 11.18%
$698K - $790K
32.2K $1.36M
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

SELL
 -
-5.27K
- 74.36%
$906K - $1.03M
1.82K $76.6K
May 13, 2022 Q1 2022
Flow Traders U.S. LLC

New York, NY
SELL
 -
-5.9K
- 59.31%
$1.01M - $1.15M
4.05K $171K
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
SELL
 -
-8.44K
- 3.43%
$1.45M - $1.64M
237K $10M
May 16, 2022 Q1 2022
Ubs Group Ag

SELL
 -
-10.3K
- 13.98%
$1.77M - $2M
63.3K $2.67M
May 13, 2022 Q1 2022
Mariner, LLC

Overland Park, KS
SELL
 -
-12.5K
- 13.69%
$2.16M - $2.44M
79.1K $3.34M

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