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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-195- 3.8% |
$34.1K - $37.3K
|
4.94K
$212K
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-206- 1.18% |
$36K - $39.4K
|
17.2K
$738K
|
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-231- 1.1% |
$40.4K - $44.2K
|
20.8K
$892K
|
|
|
Jul 14, 2021
Q2 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-250- 8.47% |
$43.7K - $47.8K
|
2.7K
$116K
|
|
|
Aug 09, 2021
Q2 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-366- 4.78% |
$64K - $70K
|
7.3K
$313K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-382- 1.7% |
$66.8K - $73.1K
|
22K
$945K
|
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-401- 57.29% |
$70.1K - $76.7K
|
299
$12.8K
|
|
|
Jul 28, 2021
Q2 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-405- 32.66% |
$70.8K - $77.5K
|
835
$35.8K
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-451- 0.61% |
$78.8K - $86.3K
|
73.3K
$3.14M
|
|
|
Aug 16, 2021
Q2 2021
|
Waddell & Associates, LLC
|
SELL
|
- |
-462- 0.37% |
$80.7K - $88.4K
|
125K
$5.36M
|
|
|
Jul 09, 2021
Q2 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-505- 2.11% |
$88.3K - $96.6K
|
23.4K
$1.01M
|
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-518- 2.94% |
$90.5K - $99.1K
|
17.1K
$734K
|
|
|
Aug 12, 2021
Q2 2021
|
Albion Financial Group
|
SELL
|
- |
-525- 2.29% |
$91.7K - $100K
|
22.4K
$963K
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-539Closed |
$94.2K - $103K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-666- 2.75% |
$116K - $127K
|
23.6K
$1.01M
|
|
|
Aug 03, 2021
Q2 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-731- 2.7% |
$128K - $140K
|
26.4K
$1.13M
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-750Closed |
$131K - $144K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-819- 4.84% |
$143K - $157K
|
16.1K
$692K
|
|
|
Aug 02, 2021
Q2 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-842- 11.71% |
$147K - $161K
|
6.35K
$272K
|
|
|
Aug 13, 2021
Q2 2021
|
Resource Planning Group
|
SELL
|
- |
-1.17K- 8.08% |
$204K - $223K
|
13.2K
$568K
|
|
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.22KClosed |
$213K - $233K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.46K- 1.67% |
$256K - $280K
|
86K
$3.69M
|
|
|
Aug 11, 2021
Q2 2021
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-1.62K- 34.97% |
$283K - $310K
|
3.01K
$129K
|
|
|
Jul 14, 2021
Q2 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.74K- 43.38% |
$305K - $334K
|
2.28K
$97.6K
|
|
|
Aug 04, 2021
Q2 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.36K- 6.95% |
$412K - $452K
|
31.6K
$1.35M
|
|
|
Jul 30, 2021
Q2 2021
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-2.4K- 5.47% |
$419K - $459K
|
41.4K
$1.78M
|
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.7KClosed |
$472K - $517K
|
0
$0
|
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.71KClosed |
$474K - $519K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.33KClosed |
$583K - $638K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.16K- 15.55% |
$727K - $796K
|
22.6K
$969K
|
|
|
Aug 04, 2021
Q2 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-6.39K- 92.16% |
$1.12M - $1.22M
|
544
$23.3K
|
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 9.7% |
$1.78M - $1.94M
|
94.6K
$4.06M
|
|
|
Aug 17, 2021
Q2 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-11.1K- 1.87% |
$1.94M - $2.12M
|
580K
$24.9M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.7K- 9.94% |
$2.22M - $2.43M
|
115K
$4.94M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.7K- 8.33% |
$3.44M - $3.77M
|
217K
$9.3M
|
|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-96.4K- 4.33% |
$16.8M - $18.5M
|
2.13M
$91.5M
|