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 |
---|---|---|---|---|---|---|---|
Jul 12, 2019
Q2 2019
|
Stone X Group Inc.
|
BUY
|
- |
3New |
$360 - $401
|
3
$128
|
|
Aug 14, 2019
Q2 2019
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.01% |
$120 - $134
|
7.7K
$328K
|
|
Aug 13, 2019
Q2 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
D.A. Davidson & Co.
|
SELL
|
- |
-1- 0.03% |
$120 - $134
|
3.65K
$155K
|
|
Jul 31, 2019
Q2 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-6- 37.5% |
$720 - $802
|
10
$426
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-23Closed |
$2.76K - $3.07K
|
0
$0
|
|
Jul 09, 2019
Q2 2019
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-27- 0.94% |
$3.24K - $3.61K
|
2.86K
$122K
|
|
Jul 31, 2019
Q2 2019
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-38- 0.56% |
$4.56K - $5.08K
|
6.7K
$285K
|
|
Jul 10, 2019
Q2 2019
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-45- 1.39% |
$5.4K - $6.01K
|
3.2K
$136K
|
|
Aug 13, 2019
Q2 2019
|
Scotia Capital Inc.
|
SELL
|
- |
-60- 0.95% |
$7.2K - $8.02K
|
6.24K
$266K
|
|
Aug 12, 2019
Q2 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-115- 6.3% |
$13.8K - $15.4K
|
1.71K
$72.9K
|
|
Jul 22, 2019
Q2 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-150- 29.76% |
$18K - $20K
|
354
$15.1K
|
|
Aug 06, 2019
Q2 2019
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-164- 3.99% |
$19.7K - $21.9K
|
3.95K
$168K
|
|
Jul 12, 2019
Q2 2019
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-179- 3.12% |
$21.5K - $23.9K
|
5.56K
$237K
|
|
Aug 13, 2019
Q2 2019
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-189- 8.16% |
$22.7K - $25.3K
|
2.13K
$90.6K
|
|
Aug 05, 2019
Q2 2019
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-212- 0.51% |
$25.4K - $28.3K
|
41.5K
$1.77M
|
|
Aug 07, 2019
Q2 2019
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-219- 6.55% |
$26.3K - $29.3K
|
3.13K
$133K
|
|
Aug 05, 2019
Q2 2019
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-237- 2.57% |
$28.4K - $31.7K
|
8.99K
$383K
|
|
Aug 02, 2019
Q2 2019
|
Gen Trust, LLC
|
SELL
|
- |
-249- 12.64% |
$29.9K - $33.3K
|
1.72K
$73.3K
|
|
Jul 26, 2019
Q2 2019
|
Jnba Financial Advisors
|
SELL
|
- |
-250Closed |
$30K - $33.4K
|
0
$0
|
|
Jul 12, 2019
Q2 2019
|
Sheets Smith Wealth Management
|
SELL
|
- |
-250- 2.43% |
$30K - $33.4K
|
10K
$427K
|
|
Aug 07, 2019
Q2 2019
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-256- 25.2% |
$30.7K - $34.2K
|
760
$32.4K
|
|
Jul 25, 2019
Q2 2019
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-259- 0.95% |
$31.1K - $34.6K
|
27K
$1.15M
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-275Closed |
$33K - $36.8K
|
0
$0
|
|
Aug 20, 2019
Q2 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-300Closed |
$36K - $40.1K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-300Closed |
$36K - $40.1K
|
0
$0
|
|
Jul 29, 2019
Q2 2019
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-335- 1.55% |
$40.2K - $44.8K
|
21.3K
$906K
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-379- 2.65% |
$45.5K - $50.6K
|
13.9K
$593K
|
|
Aug 08, 2019
Q2 2019
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-380- 8.9% |
$45.6K - $50.8K
|
3.89K
$166K
|
|
Aug 05, 2019
Q2 2019
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-384- 5.86% |
$46.1K - $51.3K
|
6.17K
$263K
|
|
Jul 10, 2019
Q2 2019
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-394- 3.27% |
$47.3K - $52.7K
|
11.7K
$497K
|
|
Aug 12, 2019
Q2 2019
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-415- 0.48% |
$49.8K - $55.5K
|
85.2K
$3.63M
|
|
Aug 12, 2019
Q2 2019
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-426- 3.57% |
$51.1K - $56.9K
|
11.5K
$491K
|
|
Aug 09, 2019
Q2 2019
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-438- 0.53% |
$52.6K - $58.5K
|
81.8K
$3.49M
|
|
Jul 17, 2019
Q2 2019
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-452- 1.63% |
$54.2K - $60.4K
|
27.2K
$1.16M
|
|
Aug 15, 2019
Q2 2019
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-490- 8.86% |
$58.8K - $65.5K
|
5.04K
$215K
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-563Closed |
$67.6K - $75.2K
|
0
$0
|
|
Jul 16, 2019
Q2 2019
|
West Coast Financial LLC
|
SELL
|
- |
-563- 11.33% |
$67.6K - $75.2K
|
4.41K
$188K
|
|
Aug 12, 2019
Q2 2019
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-574- 1.19% |
$68.9K - $76.7K
|
47.8K
$2.04M
|
|
Jul 26, 2019
Q2 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-576- 8.67% |
$69.1K - $77K
|
6.07K
$259K
|
|
Aug 14, 2019
Q2 2019
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-650Closed |
$78K - $86.9K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Us Bancorp \De\
|
SELL
|
- |
-655- 2.08% |
$78.6K - $87.5K
|
30.9K
$1.32M
|
|
Jul 23, 2019
Q2 2019
|
Marquette Asset Management, LLC
|
SELL
|
- |
-676- 1.74% |
$81.1K - $90.3K
|
38.1K
$1.62M
|
|
Aug 14, 2019
Q2 2019
|
Lvw Advisors, LLC
|
SELL
|
- |
-751- 4.44% |
$90.1K - $100K
|
16.2K
$690K
|
|
Feb 09, 2021
Q2 2019
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-907Closed |
$109K - $121K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.08K- 0.89% |
$130K - $145K
|
121K
$5.16M
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-1.11KClosed |
$133K - $148K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.33K- 8.98% |
$160K - $178K
|
13.5K
$575K
|
|
Nov 05, 2019
Q2 2019
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.44K- 10.69% |
$173K - $193K
|
12.1K
$514K
|
|
Aug 06, 2019
Q2 2019
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.49K- 5.1% |
$179K - $200K
|
27.8K
$1.18M
|