Purchases and Sales Made in Q1 2024 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 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
407KNew |
$14.4M - $16M
|
407K
$18.1M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
293K+ 53.11% |
$10.4M - $11.5M
|
844K
$37.6M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
126KNew |
$4.45M - $4.94M
|
126K
$5.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
118K+ 11.22% |
$4.18M - $4.64M
|
1.17M
$52.2M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.2K+ 2.54% |
$2.17M - $2.4M
|
2.47M
$110M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
45.2K+ 34.16% |
$1.6M - $1.78M
|
178K
$7.91M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40.5KNew |
$1.43M - $1.59M
|
40.5K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
40.5KNew |
$1.43M - $1.59M
|
40.5K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
39.7K+ 63.3% |
$1.4M - $1.56M
|
102K
$4.56M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.5K+ 2.9% |
$1.19M - $1.32M
|
1.19M
$52.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
32.9KNew |
$1.16M - $1.29M
|
32.9K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.9KNew |
$1.06M - $1.18M
|
29.9K
$1.33M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.4K+ 9.87% |
$933K - $1.04M
|
294K
$13.1M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
16.5KNew |
$585K - $650K
|
16.5K
$737K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
15.2K+ 1.87% |
$538K - $598K
|
827K
$36.8M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.2K+ 2.76% |
$536K - $595K
|
563K
$25.1M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15K+ 36.79% |
$532K - $590K
|
55.9K
$2.49M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
14.6K+ 9.46% |
$516K - $572K
|
169K
$7.51M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.5K+ 34.58% |
$514K - $570K
|
56.5K
$2.52M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
14.5KNew |
$513K - $570K
|
14.5K
$646K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.1K+ 4.4% |
$429K - $476K
|
288K
$12.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11K+ 4.59% |
$390K - $433K
|
251K
$11.2M
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
11KNew |
$389K - $432K
|
11K
$490K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11K+ 1.86% |
$388K - $431K
|
601K
$26.8M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.86K+ 12.25% |
$349K - $387K
|
90.3K
$4.02M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.85K+ 49.61% |
$313K - $348K
|
26.7K
$1.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.78K+ 6.86% |
$275K - $306K
|
121K
$5.4M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.56K+ 67.37% |
$267K - $297K
|
18.8K
$836K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.2K+ 865.38% |
$255K - $283K
|
8.03K
$358K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.17K+ 1.8% |
$254K - $281K
|
404K
$18M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.84K+ 69.81% |
$242K - $269K
|
16.6K
$741K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.79K+ 21.12% |
$240K - $267K
|
38.9K
$1.73M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
6.14K+ 17.67% |
$217K - $241K
|
40.9K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.04KNew |
$214K - $237K
|
6.04K
$269K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.79K+ 1.99% |
$205K - $228K
|
296K
$13.2M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.48KNew |
$194K - $215K
|
5.48K
$244K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.27KNew |
$186K - $207K
|
5.27K
$235K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
4.37K+ 13.8% |
$155K - $172K
|
36K
$1.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.23K+ 3.51% |
$150K - $166K
|
125K
$5.55M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.05K+ 231.43% |
$143K - $159K
|
5.8K
$258K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.95KNew |
$140K - $155K
|
3.95K
$176K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.83KNew |
$136K - $151K
|
3.83K
$171K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.23KNew |
$114K - $127K
|
3.23K
$144K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.14K+ 35.87% |
$111K - $123K
|
11.9K
$529K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.95K+ 15.62% |
$105K - $116K
|
21.9K
$974K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2KNew |
$70.8K - $78.6K
|
2K
$89.1K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.72KNew |
$60.8K - $67.5K
|
1.72K
$76.5K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.66K+ 12.13% |
$58.9K - $65.4K
|
15.4K
$685K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.58K+ 987.5% |
$55.9K - $62.1K
|
1.74K
$77.5K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.47K+ 2.66% |
$51.9K - $57.6K
|
56.7K
$2.52M
|