Purchases and Sales Made in Q3 2018 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 Q3 2018. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2018
Q3 2018
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
56K+ 935.82% |
$7.81M - $8.18M
|
62K
$2.58M
|
|
Nov 14, 2018
Q3 2018
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40.4K+ 8.24% |
$5.64M - $5.91M
|
531K
$22.1M
|
|
Nov 14, 2018
Q3 2018
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
40.4K+ 35.8% |
$5.64M - $5.9M
|
153K
$6.39M
|
|
Nov 14, 2018
Q3 2018
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
32.1K+ 1705.04% |
$4.49M - $4.69M
|
34K
$1.42M
|
|
Oct 19, 2018
Q3 2018
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
27.7KNew |
$3.86M - $4.04M
|
27.7K
$1.15M
|
|
Nov 14, 2018
Q3 2018
|
Argi Investment Services, LLC
|
BUY
|
- |
27.4K+ 6.97% |
$3.82M - $3.99M
|
420K
$17.5M
|
|
Nov 05, 2018
Q3 2018
|
Resource Planning Group
|
BUY
|
- |
24.5KNew |
$3.42M - $3.58M
|
24.5K
$1.02M
|
|
Nov 01, 2018
Q3 2018
|
Private Advisor Group, LLC
|
BUY
|
- |
18.4K+ 184.28% |
$2.57M - $2.69M
|
28.4K
$1.18M
|
|
Nov 14, 2018
Q3 2018
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.6K+ 22.12% |
$1.89M - $1.98M
|
74.9K
$3.12M
|
|
Nov 13, 2018
Q3 2018
|
Raymond James Trust N.A.
|
BUY
|
- |
6.98KNew |
$974K - $1.02M
|
6.98K
$291K
|
|
Nov 13, 2018
Q3 2018
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.92KNew |
$965K - $1.01M
|
6.92K
$288K
|
|
Nov 14, 2018
Q3 2018
|
Scotia Capital Inc.
|
BUY
|
- |
6.42KNew |
$895K - $937K
|
6.42K
$267K
|
|
Nov 07, 2018
Q3 2018
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
4.9K+ 150.85% |
$683K - $715K
|
8.14K
$339K
|
|
Nov 13, 2018
Q3 2018
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.6KNew |
$642K - $672K
|
4.6K
$192K
|
|
Oct 04, 2018
Q3 2018
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.44KNew |
$619K - $648K
|
4.44K
$185K
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
3.86K+ 95.45% |
$539K - $564K
|
7.91K
$330K
|
|
Nov 02, 2018
Q3 2018
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.32K+ 6.57% |
$463K - $484K
|
53.8K
$2.24M
|
|
Oct 31, 2018
Q3 2018
|
Trilogy Capital Inc.
|
BUY
|
- |
3.06K+ 2.27% |
$427K - $447K
|
138K
$5.76M
|
|
Oct 01, 2018
Q3 2018
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
3K+ 3.66% |
$419K - $439K
|
85.1K
$3.54M
|
|
Oct 11, 2018
Q3 2018
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.86K+ 8.8% |
$399K - $418K
|
35.4K
$1.47M
|
|
Nov 07, 2018
Q3 2018
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.81KNew |
$392K - $411K
|
2.81K
$117K
|
|
Oct 03, 2018
Q3 2018
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.73KNew |
$381K - $398K
|
2.73K
$114K
|
|
Nov 14, 2018
Q3 2018
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.5K+ 277.03% |
$348K - $365K
|
3.4K
$142K
|
|
Nov 13, 2018
Q3 2018
|
Copperwynd Financial, LLC
|
BUY
|
- |
2.25K+ 10.3% |
$314K - $329K
|
24.1K
$1M
|
|
Nov 05, 2018
Q3 2018
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.03K+ 0.99% |
$284K - $297K
|
206K
$8.61M
|
|
Nov 05, 2018
Q3 2018
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.88KNew |
$262K - $275K
|
1.88K
$78.4K
|
|
Nov 06, 2018
Q3 2018
|
Lincoln National Corp
|
BUY
|
- |
1.78KNew |
$249K - $260K
|
1.78K
$74.2K
|
|
Nov 02, 2018
Q3 2018
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.43KNew |
$200K - $209K
|
1.43K
$59.7K
|
|
Sep 13, 2021
Q3 2018
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.35K+ 100.0% |
$188K - $197K
|
2.7K
$113K
|
|
Oct 15, 2018
Q3 2018
|
Estate Counselors, LLC
|
BUY
|
- |
1.3K+ 1.89% |
$181K - $190K
|
69.9K
$2.91M
|
|
Nov 14, 2018
Q3 2018
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.19K+ 2.84% |
$166K - $174K
|
43.2K
$1.8M
|
|
Nov 14, 2018
Q3 2018
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.13K+ 1.45% |
$158K - $166K
|
79.5K
$3.31M
|
|
Oct 22, 2018
Q3 2018
|
Regions Financial Corp
|
BUY
|
- |
1.11KNew |
$155K - $162K
|
1.11K
$46.2K
|
|
Oct 26, 2018
Q3 2018
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1KNew |
$140K - $146K
|
1K
$41.7K
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
943+ 20.36% |
$132K - $138K
|
5.58K
$232K
|
|
Oct 23, 2018
Q3 2018
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
758New |
$106K - $111K
|
758
$31.6K
|
|
Oct 23, 2018
Q3 2018
|
Accredited Investors Inc.
|
BUY
|
- |
727+ 15.97% |
$101K - $106K
|
5.28K
$220K
|
|
May 07, 2020
Q3 2018
|
Royal Fund Management, LLC
|
BUY
|
- |
721+ 4.21% |
$101K - $105K
|
17.8K
$743K
|
|
Nov 13, 2018
Q3 2018
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
705+ 47.8% |
$98.4K - $103K
|
2.18K
$90.9K
|
|
Nov 15, 2018
Q3 2018
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
539New |
$75.2K - $78.7K
|
539
$22.5K
|
|
Nov 09, 2018
Q3 2018
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
533+ 13.88% |
$74.4K - $77.8K
|
4.37K
$182K
|
|
Nov 07, 2018
Q3 2018
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
466New |
$65K - $68.1K
|
466
$19.4K
|
|
Nov 01, 2018
Q3 2018
|
Us Bancorp \De\
|
BUY
|
- |
396+ 1.31% |
$55.3K - $57.8K
|
30.7K
$1.28M
|
|
Nov 09, 2018
Q3 2018
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
358+ 8.27% |
$50K - $52.3K
|
4.69K
$195K
|
|
Nov 15, 2018
Q3 2018
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
353+ 3.41% |
$49.3K - $51.6K
|
10.7K
$446K
|
|
Oct 25, 2018
Q3 2018
|
Creative Planning
Overland Park, KS |
BUY
|
- |
350+ 7.44% |
$48.8K - $51.1K
|
5.05K
$211K
|
|
Nov 13, 2018
Q3 2018
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
350New |
$48.8K - $51.1K
|
350
$14.6K
|
|
Nov 05, 2018
Q3 2018
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
326+ 41.01% |
$45.5K - $47.6K
|
1.12K
$46.7K
|
|
Nov 08, 2018
Q3 2018
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
315New |
$44K - $46K
|
315
$13.1K
|
|
Nov 14, 2018
Q3 2018
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
294+ 8.86% |
$41K - $42.9K
|
3.61K
$151K
|