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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.39K+ 2.15% |
$49.3K - $54.8K
|
66.3K
$2.95M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.36K+ 59.17% |
$48K - $53.2K
|
3.65K
$162K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 135200.0% |
$47.8K - $53.1K
|
1.35K
$60.2K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.35K+ 13.87% |
$47.8K - $53.1K
|
11.1K
$494K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.32K+ 23.11% |
$46.9K - $52K
|
7.05K
$314K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
1.25K+ 19.8% |
$44.2K - $49.1K
|
7.56K
$337K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.17KNew |
$41.5K - $46.1K
|
1.17K
$52.3K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.08K+ 2.22% |
$38.2K - $42.3K
|
49.5K
$2.21M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1KNew |
$35.5K - $39.4K
|
1K
$44.6K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
970New |
$34.3K - $38.1K
|
970
$43.2K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
905+ 402.22% |
$32K - $35.5K
|
1.13K
$50.3K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
873+ 32.29% |
$30.9K - $34.3K
|
3.58K
$159K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
747+ 9.38% |
$26.4K - $29.3K
|
8.71K
$388K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
719+ 61.19% |
$25.4K - $28.2K
|
1.89K
$84.3K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
655+ 114.91% |
$23.2K - $25.7K
|
1.23K
$54.5K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
600New |
$21.2K - $23.6K
|
600
$26.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
597+ 8.67% |
$21.1K - $23.5K
|
7.48K
$333K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
523+ 0.19% |
$18.5K - $20.5K
|
278K
$12.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
500+ 8.69% |
$17.7K - $19.6K
|
6.26K
$279K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
484New |
$17.1K - $19K
|
484
$21.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
451+ 169.55% |
$16K - $17.7K
|
717
$31.9K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
292New |
$10.3K - $11.5K
|
292
$13K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
262+ 0.72% |
$9.27K - $10.3K
|
36.7K
$1.64M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
253+ 460.0% |
$8.95K - $9.94K
|
308
$13.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
230New |
$8.14K - $9.03K
|
230
$10.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
219+ 2.37% |
$7.75K - $8.6K
|
9.45K
$421K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
200New |
$7.08K - $7.86K
|
200
$8.91K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
180+ 0.78% |
$6.37K - $7.07K
|
23.1K
$1.03M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
178+ 0.03% |
$6.3K - $6.99K
|
601K
$26.8M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
175New |
$6.19K - $6.87K
|
175
$7.79K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
170+ 2.18% |
$6.02K - $6.68K
|
7.97K
$355K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
160+ 1.68% |
$5.66K - $6.28K
|
9.7K
$432K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
142+ 4.26% |
$5.03K - $5.58K
|
3.48K
$155K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
134+ 0.88% |
$4.74K - $5.26K
|
15.4K
$687K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
90New |
$3.19K - $3.54K
|
90
$4.01K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
90+ 0.87% |
$3.19K - $3.54K
|
10.4K
$463K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
55New |
$1.95K - $2.16K
|
55
$2.45K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
52+ 0.51% |
$1.84K - $2.04K
|
10.2K
$454K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
50+ 0.43% |
$1.77K - $1.96K
|
11.6K
$515K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
36+ 25.9% |
$1.27K - $1.41K
|
175
$7.79K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
32+ 0.31% |
$1.13K - $1.26K
|
10.2K
$455K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.04% |
$920 - $1.02K
|
63.9K
$2.84M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
26+ 0.93% |
$920 - $1.02K
|
2.83K
$126K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
20+ 0.08% |
$708 - $786
|
26K
$1.16M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
20+ 0.1% |
$708 - $786
|
21K
$935K
|
|
|
Apr 03, 2024
Q1 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
17+ 0.22% |
$602 - $668
|
7.64K
$340K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.23% |
$460 - $511
|
5.7K
$254K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12+ 0.17% |
$425 - $471
|
7.12K
$317K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.04% |
$425 - $471
|
28.3K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
10+ 0.11% |
$354 - $393
|
8.83K
$393K
|