Purchases and Sales Made in Q2 2020 in Invesco Ftse Rafi Us 1500 Smal (PRFZ)

PRFZ Quotes by TradingView

This table provides information about the institutional ownership of Invesco Ftse Rafi Us 1500 Smal (PRFZ) during Q2 2020. 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 31, 2020 Q2 2020
Merriman Wealth Management, LLC

BUY
 -
92.6K
New
$7.54M - $11.5M
92.6K $4.12M
Jul 13, 2020 Q2 2020
Arbor Investment Advisors, LLC

BUY
 -
47.9K
+ 56.83%
$3.9M - $5.93M
132K $5.88M
Jul 08, 2020 Q2 2020
Clarius Group, LLC

Seattle, WA
BUY
 -
47.3K
+ 1163.1%
$3.86M - $5.86M
51.4K $2.29M
Aug 13, 2020 Q2 2020
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
15.7K
+ 18.4%
$1.28M - $1.95M
101K $4.51M
Aug 17, 2020 Q2 2020
Jane Street Group, LLC

New York, NY
BUY
 -
11.1K
+ 342.51%
$902K - $1.37M
14.3K $637K
Aug 13, 2020 Q2 2020
Lpl Financial LLC

Fort Mill, SC
BUY
 -
6.18K
+ 8.51%
$503K - $765K
78.8K $3.51M
Oct 13, 2020 Q2 2020
Wealth Enhancement Advisory Services, LLC

BUY
 -
5.1K
New
$415K - $631K
5.1K $227K
Aug 13, 2020 Q2 2020
Waddell & Associates, LLC

BUY
 -
5.08K
+ 4.35%
$414K - $629K
122K $5.42M
Aug 14, 2020 Q2 2020
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
4.49K
New
$366K - $557K
4.49K $200K
Aug 11, 2020 Q2 2020
Tap Consulting, LLC

BUY
 -
3.23K
New
$263K - $400K
3.23K $144K
Jul 29, 2020 Q2 2020
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
2.39K
+ 22.24%
$194K - $296K
13.1K $584K
Jul 22, 2020 Q2 2020
Lex Aurum Advisors, LLC

BUY
 -
2.19K
New
$179K - $272K
2.19K $97.6K
Aug 07, 2020 Q2 2020
Aimz Investment Advisors, LLC

BUY
 -
2.1K
New
$171K - $260K
2.1K $93.5K
Aug 12, 2020 Q2 2020
Stone X Group Inc.

BUY
 -
1.94K
New
$158K - $240K
1.94K $86.4K
Jan 08, 2024 Q2 2020
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1.93K
New
$157K - $239K
1.93K $86K
Aug 17, 2020 Q2 2020
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
1.88K
New
$153K - $233K
1.88K $83.7K
Jul 16, 2020 Q2 2020
Cornerstone Wealth Management, LLC

BUY
 -
1.7K
+ 15.49%
$138K - $210K
12.7K $563K
Aug 03, 2020 Q2 2020
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
672
+ 18.05%
$54.7K - $83.2K
4.39K $196K
Aug 14, 2020 Q2 2020
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
645
+ 84.87%
$52.5K - $79.9K
1.41K $62.6K
Aug 17, 2020 Q2 2020
Private Advisor Group, LLC

BUY
 -
414
+ 6.61%
$33.7K - $51.3K
6.68K $297K
Aug 14, 2020 Q2 2020
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
242
+ 6.47%
$19.7K - $30K
3.99K $177K
Jul 21, 2020 Q2 2020
Financial Advisory Service, Inc.

BUY
 -
231
+ 17.92%
$18.8K - $28.6K
1.52K $67.7K
Aug 10, 2020 Q2 2020
Parkside Financial Bank & Trust

BUY
 -
226
New
$18.4K - $28K
226 $10.1K
Aug 14, 2020 Q2 2020
Northwestern Mutual Wealth Management CO

BUY
 -
203
+ 21.17%
$16.5K - $25.1K
1.16K $51.7K
Aug 12, 2020 Q2 2020
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
197
New
$16K - $24.4K
197 $8.77K
Aug 04, 2020 Q2 2020
Callan Capital, LLC

La Jolla, CA
BUY
 -
164
+ 0.45%
$13.4K - $20.3K
36.3K $1.61M
Jul 07, 2020 Q2 2020
Red Door Wealth Management, LLC

BUY
 -
160
New
$13K - $19.8K
160 $7.12K
Jul 23, 2020 Q2 2020
Creative Planning

Overland Park, KS
BUY
 -
151
+ 2.71%
$12.3K - $18.7K
5.72K $255K
Jul 24, 2020 Q2 2020
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
121
+ 1.5%
$9.86K - $15K
8.18K $364K
Jul 10, 2020 Q2 2020
Hoey Investments, Inc

Coatesville, PA
BUY
 -
75
New
$6.11K - $9.29K
75 $3.34K
Aug 14, 2020 Q2 2020
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
37
+ 0.46%
$3.01K - $4.58K
8.01K $357K
Aug 13, 2020 Q2 2020
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
34
New
$2.77K - $4.21K
34 $1.51K
Aug 11, 2020 Q2 2020
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
30
New
$2.44K - $3.72K
30 $1.34K
Aug 06, 2020 Q2 2020
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
7
+ 0.13%
$570 - $867
5.26K $234K
Aug 11, 2020 Q2 2020
Brighton Jones LLC

BUY
 -
3
+ 0.1%
$244 - $372
2.97K $132K
Aug 13, 2020 Q2 2020
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
2
+ 0.25%
$163 - $248
799 $35.6K
Jul 22, 2020 Q2 2020
Trilogy Capital Inc.

BUY
 -
1
+ 0.05%
$81.5 - $124
2.07K $92.2K
Aug 13, 2020 Q2 2020
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 06, 2020 Q2 2020
Ellevest, Inc.

SELL
 -
0
Closed
$0 - $0
0 $0
Aug 06, 2020 Q2 2020
Royal Fund Management, LLC

SELL
 -
-2
Closed
$163 - $248
0 $0
Aug 11, 2020 Q2 2020
Townsend Asset Management Corp

SELL
 -
-13
- 0.53%
$1.06K - $1.61K
2.43K $108K
Jul 15, 2020 Q2 2020
Spectrum Wealth Advisory Group, LLC

SELL
 -
-54
- 1.73%
$4.4K - $6.69K
3.07K $137K
Aug 13, 2020 Q2 2020
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-67
- 0.65%
$5.46K - $8.3K
10.2K $456K
Aug 14, 2020 Q2 2020
Northern Trust Corp

Chicago, IL
SELL
 -
-70
- 2.61%
$5.7K - $8.67K
2.61K $116K
Aug 13, 2020 Q2 2020
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-102
- 3.93%
$8.31K - $12.6K
2.5K $111K
Jul 16, 2020 Q2 2020
Wade Financial Advisory, Inc

SELL
 -
-110
- 4.81%
$8.96K - $13.6K
2.18K $97K
Aug 11, 2020 Q2 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-120
Closed
$9.78K - $14.9K
0 $0
Aug 06, 2020 Q2 2020
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-162
Closed
$13.2K - $20.1K
0 $0
Aug 10, 2020 Q2 2020
Valley National Advisers Inc

SELL
 -
-175
Closed
$14.3K - $21.7K
0 $0

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