Purchases and Sales Made in Q2 2019 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 2019. 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 |
---|---|---|---|---|---|---|---|
Jan 08, 2024
Q2 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
267K+ 10434.53% |
$32.1M - $35.7M
|
270K
$11.3M
|
|
Aug 12, 2019
Q2 2019
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
101K+ 4.3% |
$12.1M - $13.5M
|
2.46M
$102M
|
|
Aug 13, 2019
Q2 2019
|
Argi Investment Services, LLC
|
BUY
|
- |
44.9K+ 8.76% |
$5.39M - $6M
|
558K
$23.2M
|
|
Aug 14, 2019
Q2 2019
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
28.2KNew |
$3.39M - $3.77M
|
28.2K
$1.18M
|
|
Aug 06, 2019
Q2 2019
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.8K+ 11.84% |
$3.22M - $3.59M
|
253K
$10.6M
|
|
Aug 14, 2019
Q2 2019
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.3K+ 253.69% |
$2.68M - $2.98M
|
31.1K
$1.3M
|
|
Aug 13, 2019
Q2 2019
|
Accredited Investors Inc.
|
BUY
|
- |
15K+ 23.01% |
$1.8M - $2.01M
|
80.3K
$3.35M
|
|
Aug 16, 2019
Q2 2019
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.8KNew |
$1.3M - $1.45M
|
10.8K
$452K
|
|
Aug 09, 2019
Q2 2019
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.74K+ 74.31% |
$1.05M - $1.17M
|
20.5K
$855K
|
|
Jul 31, 2019
Q2 2019
|
Waddell & Associates, LLC
|
BUY
|
- |
8.61K+ 3.14% |
$1.03M - $1.15M
|
283K
$11.8M
|
|
Aug 13, 2019
Q2 2019
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.93KNew |
$831K - $926K
|
6.93K
$289K
|
|
Aug 12, 2019
Q2 2019
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.11K+ 1.52% |
$373K - $415K
|
207K
$8.63M
|
|
Jul 25, 2019
Q2 2019
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.9K+ 47.12% |
$347K - $387K
|
9.04K
$377K
|
|
Jul 17, 2019
Q2 2019
|
Stone X Group Inc.
|
BUY
|
- |
2.74K+ 91433.33% |
$329K - $367K
|
2.75K
$114K
|
|
Aug 06, 2019
Q2 2019
|
Savant Capital, LLC
|
BUY
|
- |
2.46KNew |
$295K - $328K
|
2.46K
$102K
|
|
Jul 29, 2019
Q2 2019
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.46KNew |
$295K - $328K
|
2.46K
$102K
|
|
Aug 02, 2019
Q2 2019
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.37K+ 6.71% |
$284K - $316K
|
37.6K
$1.57M
|
|
Jul 11, 2019
Q2 2019
|
Trilogy Capital Inc.
|
BUY
|
- |
2.26K+ 1.62% |
$271K - $301K
|
141K
$5.88M
|
|
Aug 14, 2019
Q2 2019
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.22K+ 5.08% |
$267K - $297K
|
46K
$1.92M
|
|
May 10, 2024
Q2 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.21KNew |
$265K - $295K
|
2.21K
$91.9K
|
|
Aug 14, 2019
Q2 2019
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.12K+ 68.78% |
$254K - $283K
|
5.2K
$217K
|
|
Aug 14, 2019
Q2 2019
|
Prospera Financial Services Inc
|
BUY
|
- |
1.63KNew |
$195K - $217K
|
1.63K
$67.7K
|
|
Aug 02, 2019
Q2 2019
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.57KNew |
$188K - $210K
|
1.57K
$65.4K
|
|
Aug 13, 2019
Q2 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.47K+ 40.47% |
$176K - $196K
|
5.1K
$213K
|
|
Jul 15, 2019
Q2 2019
|
Raymond James Trust N.A.
|
BUY
|
- |
1.18K+ 16.83% |
$141K - $157K
|
8.16K
$340K
|
|
Aug 13, 2019
Q2 2019
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
957+ 36.81% |
$115K - $128K
|
3.56K
$148K
|
|
Aug 01, 2019
Q2 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
620New |
$74.4K - $82.9K
|
620
$25.8K
|
|
Jul 19, 2019
Q2 2019
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
585+ 0.79% |
$70.2K - $78.2K
|
74.2K
$3.09M
|
|
Jul 10, 2019
Q2 2019
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
547+ 128.4% |
$65.6K - $73.1K
|
973
$40.6K
|
|
Jul 26, 2019
Q2 2019
|
Creative Planning
Overland Park, KS |
BUY
|
- |
519+ 9.25% |
$62.3K - $69.4K
|
6.13K
$255K
|
|
Jul 24, 2019
Q2 2019
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
406New |
$48.7K - $54.3K
|
406
$16.9K
|
|
Aug 08, 2019
Q2 2019
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
404+ 7.31% |
$48.5K - $54K
|
5.93K
$247K
|
|
Jul 11, 2019
Q2 2019
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
403+ 1.18% |
$48.4K - $53.9K
|
34.5K
$1.44M
|
|
Jul 25, 2019
Q2 2019
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
328New |
$39.4K - $43.8K
|
328
$13.7K
|
|
Aug 09, 2019
Q2 2019
|
Essex Savings Bank
|
BUY
|
- |
328+ 27.77% |
$39.4K - $43.8K
|
1.51K
$62.9K
|
|
Aug 05, 2019
Q2 2019
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
296New |
$35.5K - $39.6K
|
296
$12.3K
|
|
Jul 05, 2019
Q2 2019
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
237New |
$28.4K - $31.7K
|
237
$9.88K
|
|
Aug 13, 2019
Q2 2019
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
200+ 8.74% |
$24K - $26.7K
|
2.49K
$104K
|
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
175New |
$21K - $23.4K
|
175
$7.29K
|
|
Jul 25, 2019
Q2 2019
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
145+ 2.32% |
$17.4K - $19.4K
|
6.39K
$266K
|
|
Aug 06, 2019
Q2 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
91+ 0.11% |
$10.9K - $12.2K
|
79.6K
$3.32M
|
|
Aug 06, 2019
Q2 2019
|
Lincoln National Corp
|
BUY
|
- |
73+ 4.35% |
$8.76K - $9.76K
|
1.75K
$73K
|
|
Aug 15, 2019
Q2 2019
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
71+ 1.27% |
$8.52K - $9.49K
|
5.67K
$236K
|
|
Jul 24, 2019
Q2 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
50+ 2.32% |
$6K - $6.68K
|
2.21K
$91.9K
|
|
Aug 08, 2019
Q2 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
50New |
$6K - $6.68K
|
50
$2.08K
|
|
Aug 14, 2019
Q2 2019
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
44New |
$5.28K - $5.88K
|
44
$1.83K
|
|
Aug 15, 2019
Q2 2019
|
Private Capital Group, LLC
|
BUY
|
- |
38+ 7.6% |
$4.56K - $5.08K
|
538
$22.4K
|
|
Aug 08, 2019
Q2 2019
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
10+ 0.08% |
$1.2K - $1.34K
|
13.3K
$556K
|
|
Aug 13, 2019
Q2 2019
|
Natixis
Paris, I0 |
BUY
|
- |
6+ 0.15% |
$720 - $802
|
3.92K
$163K
|
|
Aug 05, 2019
Q2 2019
|
Brighton Jones LLC
|
BUY
|
- |
3+ 0.1% |
$360 - $401
|
2.98K
$124K
|