Purchases and Sales Made in Q2 2021 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 2021. 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 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
29New |
$5.07K - $5.55K
|
29
$1.24K
|
|
|
Aug 02, 2021
Q2 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
26New |
$4.54K - $4.98K
|
26
$1.12K
|
|
|
Aug 10, 2021
Q2 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
16+ 7.05% |
$2.8K - $3.06K
|
243
$10.4K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
15New |
$2.62K - $2.87K
|
15
$644
|
|
|
Aug 05, 2021
Q2 2021
|
Washington Trust CO
|
BUY
|
- |
14New |
$2.45K - $2.68K
|
14
$601
|
|
|
Aug 10, 2021
Q2 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9+ 0.2% |
$1.57K - $1.72K
|
4.59K
$197K
|
|
|
Jul 29, 2021
Q2 2021
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
6+ 0.42% |
$1.05K - $1.15K
|
1.43K
$61.2K
|
|
|
Aug 16, 2021
Q2 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4+ 0.1% |
$699 - $765
|
4.13K
$177K
|
|
|
Jul 27, 2021
Q2 2021
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2+ 0.07% |
$350 - $383
|
2.72K
$117K
|
|
|
Aug 17, 2021
Q2 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.12% |
$175 - $191
|
804
$34.5K
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1+ 0.03% |
$175 - $191
|
3.12K
$134K
|
|
|
Jul 21, 2021
Q2 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.04% |
$175 - $191
|
2.39K
$103K
|
|
|
Aug 10, 2021
Q2 2021
|
Gen Trust, LLC
|
BUY
|
- |
1+ 0.07% |
$175 - $191
|
1.48K
$63.3K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2- 0.67% |
$350 - $383
|
297
$12.7K
|
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-5- 0.14% |
$874 - $957
|
3.54K
$152K
|
|
|
Jul 14, 2021
Q2 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.09% |
$1.4K - $1.53K
|
9K
$386K
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-12- 0.38% |
$2.1K - $2.3K
|
3.12K
$134K
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Bank
|
SELL
|
- |
-13Closed |
$2.27K - $2.49K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-13Closed |
$2.27K - $2.49K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-13- 1.03% |
$2.27K - $2.49K
|
1.25K
$53.4K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-24- 0.88% |
$4.19K - $4.59K
|
2.69K
$116K
|
|
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-24- 2.29% |
$4.19K - $4.59K
|
1.02K
$43.9K
|
|
|
Aug 11, 2021
Q2 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-26- 1.56% |
$4.54K - $4.98K
|
1.64K
$70.3K
|
|
|
Aug 09, 2021
Q2 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-32- 21.92% |
$5.59K - $6.12K
|
114
$4.89K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-36Closed |
$6.29K - $6.89K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-36- 8.7% |
$6.29K - $6.89K
|
378
$16.2K
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-45- 1.4% |
$7.86K - $8.61K
|
3.17K
$136K
|
|
|
Aug 06, 2021
Q2 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-55- 0.39% |
$9.61K - $10.5K
|
14K
$599K
|
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-55- 0.27% |
$9.61K - $10.5K
|
20.4K
$876K
|
|
|
Aug 06, 2021
Q2 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-73- 0.66% |
$12.8K - $14K
|
11K
$472K
|
|
|
Jul 21, 2021
Q2 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-74- 1.54% |
$12.9K - $14.2K
|
4.74K
$203K
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-78- 2.64% |
$13.6K - $14.9K
|
2.88K
$124K
|
|
|
Aug 03, 2021
Q2 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-80Closed |
$14K - $15.3K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-80- 28.27% |
$14K - $15.3K
|
203
$8.71K
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-93- 1.75% |
$16.3K - $17.8K
|
5.22K
$224K
|
|
|
Aug 06, 2021
Q2 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-95- 1.51% |
$16.6K - $18.2K
|
6.18K
$265K
|
|
|
Aug 13, 2021
Q2 2021
|
Natixis
Paris, I0 |
SELL
|
- |
-97- 1.55% |
$17K - $18.6K
|
6.15K
$264K
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-103Closed |
$18K - $19.7K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-106- 5.46% |
$18.5K - $20.3K
|
1.83K
$78.7K
|
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-119Closed |
$20.8K - $22.8K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-121Closed |
$21.1K - $23.2K
|
0
$0
|
|
|
Aug 26, 2021
Q2 2021
|
Comerica Bank
|
SELL
|
- |
-137- 9.12% |
$23.9K - $26.2K
|
1.37K
$58.6K
|
|
|
Aug 12, 2021
Q2 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-138- 2.72% |
$24.1K - $26.4K
|
4.94K
$212K
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-157- 0.88% |
$27.4K - $30K
|
17.8K
$762K
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-157Closed |
$27.4K - $30K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-157- 1.01% |
$27.4K - $30K
|
15.4K
$659K
|
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-169- 6.94% |
$29.5K - $32.3K
|
2.27K
$97.3K
|
|
|
Aug 06, 2021
Q2 2021
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-186- 1.52% |
$32.5K - $35.6K
|
12K
$517K
|