Purchases and Sales Made in Q2 2018 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 Q2 2018. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2018
Q2 2018
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
491KNew |
$61.7M - $70.2M
|
491K
$20.5M
|
|
Aug 09, 2018
Q2 2018
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
491KNew |
$61.7M - $70.2M
|
491K
$20.4M
|
|
Aug 13, 2018
Q2 2018
|
Argi Investment Services, LLC
|
BUY
|
- |
392KNew |
$49.3M - $56.1M
|
392K
$16.4M
|
|
Aug 14, 2018
Q2 2018
|
Ubs Group Ag
|
BUY
|
- |
300KNew |
$37.7M - $42.9M
|
300K
$12.5M
|
|
Aug 14, 2018
Q2 2018
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
222KNew |
$27.9M - $31.8M
|
222K
$9.25M
|
|
Aug 02, 2018
Q2 2018
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
204KNew |
$25.7M - $29.3M
|
204K
$8.52M
|
|
Jul 13, 2018
Q2 2018
|
Legacy Private Trust Co.
|
BUY
|
- |
197KNew |
$24.8M - $28.2M
|
197K
$8.23M
|
|
Aug 20, 2018
Q2 2018
|
Trilogy Capital Inc.
|
BUY
|
- |
135KNew |
$17M - $19.3M
|
135K
$5.63M
|
|
Aug 14, 2018
Q2 2018
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
113KNew |
$14.2M - $16.1M
|
113K
$4.7M
|
|
Jul 20, 2018
Q2 2018
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
84.2KNew |
$10.6M - $12M
|
84.2K
$3.51M
|
|
Jul 12, 2018
Q2 2018
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
82KNew |
$10.3M - $11.7M
|
82K
$3.42M
|
|
Aug 14, 2018
Q2 2018
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78.4KNew |
$9.86M - $11.2M
|
78.4K
$3.27M
|
|
Jul 30, 2018
Q2 2018
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
75.3KNew |
$9.47M - $10.8M
|
75.3K
$3.14M
|
|
Jul 31, 2018
Q2 2018
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
70.9KNew |
$8.92M - $10.2M
|
70.9K
$2.96M
|
|
Aug 08, 2018
Q2 2018
|
Estate Counselors, LLC
|
BUY
|
- |
68.6KNew |
$8.63M - $9.82M
|
68.6K
$2.86M
|
|
Aug 14, 2018
Q2 2018
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
61.4KNew |
$7.72M - $8.78M
|
61.4K
$2.56M
|
|
Jul 30, 2018
Q2 2018
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
58.7KNew |
$7.38M - $8.39M
|
58.7K
$2.44M
|
|
Aug 10, 2018
Q2 2018
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
52.6KNew |
$6.61M - $7.52M
|
52.6K
$2.19M
|
|
Jul 24, 2018
Q2 2018
|
Marquette Asset Management, LLC
|
BUY
|
- |
51.7KNew |
$6.5M - $7.4M
|
51.7K
$2.16M
|
|
Aug 10, 2018
Q2 2018
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
50.5KNew |
$6.34M - $7.22M
|
50.5K
$2.1M
|
|
Aug 13, 2018
Q2 2018
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
42KNew |
$5.28M - $6.01M
|
42K
$1.75M
|
|
Aug 14, 2018
Q2 2018
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.2KNew |
$5.05M - $5.75M
|
40.2K
$1.68M
|
|
Jul 26, 2018
Q2 2018
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
39.6KNew |
$4.98M - $5.67M
|
39.6K
$1.65M
|
|
Jul 11, 2018
Q2 2018
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
32.5KNew |
$4.09M - $4.65M
|
32.5K
$1.35M
|
|
Jul 23, 2018
Q2 2018
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
30.4KNew |
$3.83M - $4.36M
|
30.4K
$1.27M
|
|
Aug 08, 2018
Q2 2018
|
Us Bancorp \De\
|
BUY
|
- |
30.3KNew |
$3.81M - $4.33M
|
30.3K
$1.26M
|
|
Aug 13, 2018
Q2 2018
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
23.9KNew |
$3M - $3.41M
|
23.9K
$995K
|
|
Aug 15, 2018
Q2 2018
|
Albion Financial Group
|
BUY
|
- |
23KNew |
$2.89M - $3.29M
|
23K
$957K
|
|
Aug 01, 2018
Q2 2018
|
Copperwynd Financial, LLC
|
BUY
|
- |
21.9KNew |
$2.75M - $3.13M
|
21.9K
$911K
|
|
Aug 14, 2018
Q2 2018
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.1KNew |
$2.53M - $2.88M
|
20.1K
$839K
|
|
May 07, 2020
Q2 2018
|
Royal Fund Management, LLC
|
BUY
|
- |
17.1KNew |
$2.15M - $2.45M
|
17.1K
$713K
|
|
Jul 13, 2018
Q2 2018
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
15.9KNew |
$2.01M - $2.28M
|
15.9K
$665K
|
|
Jul 31, 2018
Q2 2018
|
Lvw Advisors, LLC
|
BUY
|
- |
15.9KNew |
$2M - $2.28M
|
15.9K
$664K
|
|
Aug 14, 2018
Q2 2018
|
Tiedemann Advisors, LLC
|
BUY
|
- |
15KNew |
$1.89M - $2.15M
|
15K
$626K
|
|
Aug 15, 2018
Q2 2018
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.9KNew |
$1.87M - $2.13M
|
14.9K
$621K
|
|
Aug 10, 2018
Q2 2018
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.9KNew |
$1.75M - $1.99M
|
13.9K
$580K
|
|
Sep 04, 2018
Q2 2018
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
13.3KNew |
$1.68M - $1.91M
|
13.3K
$555K
|
|
Aug 13, 2018
Q2 2018
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
13.3KNew |
$1.67M - $1.9M
|
13.3K
$553K
|
|
Aug 14, 2018
Q2 2018
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11KNew |
$1.39M - $1.58M
|
11K
$459K
|
|
Jul 26, 2018
Q2 2018
|
Sheets Smith Wealth Management
|
BUY
|
- |
10.4KNew |
$1.31M - $1.49M
|
10.4K
$433K
|
|
Aug 15, 2018
Q2 2018
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10.4KNew |
$1.3M - $1.48M
|
10.4K
$431K
|
|
Aug 09, 2018
Q2 2018
|
Private Advisor Group, LLC
|
BUY
|
- |
9.98KNew |
$1.25M - $1.43M
|
9.98K
$416K
|
|
Aug 14, 2018
Q2 2018
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.72KNew |
$1.22M - $1.39M
|
9.72K
$405K
|
|
Aug 07, 2018
Q2 2018
|
Essex Financial Services, Inc.
|
BUY
|
- |
9.71KNew |
$1.22M - $1.39M
|
9.71K
$405K
|
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
8.66KNew |
$1.09M - $1.24M
|
8.66K
$361K
|
|
Aug 09, 2018
Q2 2018
|
Private Ocean, LLC
|
BUY
|
- |
8.3KNew |
$1.04M - $1.19M
|
8.3K
$346K
|
|
Aug 10, 2018
Q2 2018
|
Brown Advisory Inc
|
BUY
|
- |
7.77KNew |
$977K - $1.11M
|
7.77K
$324K
|
|
Aug 14, 2018
Q2 2018
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
7.44KNew |
$935K - $1.06M
|
7.44K
$310K
|
|
Nov 26, 2018
Q2 2018
|
Raymond James Trust N.A.
|
BUY
|
- |
6.78KNew |
$853K - $970K
|
6.78K
$283K
|
|
Aug 17, 2018
Q2 2018
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.22KNew |
$782K - $890K
|
6.22K
$259K
|