Purchases and Sales Made in Q2 2022 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 2022. 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 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-34- 3.55% |
$5.07K - $6.28K
|
923
$38.9K
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-54- 14.63% |
$8.05K - $9.97K
|
315
$13.3K
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-59- 3.1% |
$8.8K - $10.9K
|
1.85K
$77.9K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-64- 2.22% |
$9.54K - $11.8K
|
2.83K
$119K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-64- 1.23% |
$9.54K - $11.8K
|
5.13K
$216K
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-100- 3.65% |
$14.9K - $18.5K
|
2.64K
$111K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-104- 11.12% |
$15.5K - $19.2K
|
831
$35.1K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-108Closed |
$16.1K - $19.9K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-115Closed |
$17.1K - $21.2K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-123- 1.79% |
$18.3K - $22.7K
|
6.76K
$285K
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-129- 51.6% |
$19.2K - $23.8K
|
121
$5.1K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-150- 12.96% |
$22.4K - $27.7K
|
1.01K
$42.5K
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-161- 15.68% |
$24K - $29.7K
|
866
$36.5K
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-166Closed |
$24.8K - $30.7K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-200Closed |
$29.8K - $36.9K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-228- 7.44% |
$34K - $42.1K
|
2.84K
$120K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-235- 1.0% |
$35K - $43.4K
|
23.3K
$982K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-248Closed |
$37K - $45.8K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-264- 1.2% |
$39.4K - $48.7K
|
21.7K
$915K
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-275- 4.7% |
$41K - $50.8K
|
5.57K
$235K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-278- 15.31% |
$41.5K - $51.3K
|
1.54K
$64.9K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-282- 18.86% |
$42.1K - $52.1K
|
1.21K
$51.2K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-304- 1.55% |
$45.3K - $56.1K
|
19.3K
$816K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-313- 55.01% |
$46.7K - $57.8K
|
256
$10.8K
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-313- 54.53% |
$46.7K - $57.8K
|
261
$11K
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-379- 11.57% |
$56.5K - $70K
|
2.9K
$122K
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-398- 2.54% |
$59.3K - $73.5K
|
15.2K
$643K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-410Closed |
$61.1K - $75.7K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Hoese & CO LLP
|
SELL
|
- |
-460- 13.75% |
$68.6K - $84.9K
|
2.89K
$122K
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-487- 2.64% |
$72.6K - $89.9K
|
17.9K
$757K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-518- 19.72% |
$77.2K - $95.6K
|
2.11K
$89K
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-599- 3.86% |
$89.3K - $111K
|
14.9K
$629K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-645- 3.59% |
$96.2K - $119K
|
17.3K
$731K
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-845- 25.66% |
$126K - $156K
|
2.45K
$103K
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.06K- 5.12% |
$158K - $196K
|
19.6K
$829K
|
|
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.11KClosed |
$165K - $205K
|
0
$0
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.12KClosed |
$167K - $207K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.15KClosed |
$171K - $212K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.15KClosed |
$171K - $212K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.17K- 6.94% |
$174K - $215K
|
15.7K
$660K
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
SELL
|
- |
-1.19KClosed |
$177K - $219K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.2K- 24.24% |
$179K - $222K
|
3.75K
$158K
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.23KClosed |
$184K - $227K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.25KClosed |
$187K - $231K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.28KClosed |
$191K - $236K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.28K- 5.22% |
$191K - $237K
|
23.3K
$982K
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.37KClosed |
$204K - $252K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.62KClosed |
$242K - $300K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.05K- 22.85% |
$306K - $379K
|
6.93K
$292K
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-4.14KClosed |
$618K - $765K
|
0
$0
|