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
|
Washington Trust Bank
|
BUY
|
- |
275New |
$38.4K - $40.2K
|
275
$11.6K
|
|
Nov 14, 2018
Q3 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
262+ 18.58% |
$36.6K - $38.3K
|
1.67K
$70.5K
|
|
Nov 09, 2018
Q3 2018
|
Girard Partners Ltd.
|
BUY
|
- |
256New |
$35.7K - $37.4K
|
256
$10.8K
|
|
Oct 25, 2018
Q3 2018
|
Ifp Advisors, Inc
|
BUY
|
- |
250+ 36.39% |
$34.9K - $36.5K
|
937
$39.5K
|
|
Nov 13, 2018
Q3 2018
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
157+ 5.64% |
$21.9K - $22.9K
|
2.94K
$124K
|
|
Nov 07, 2018
Q3 2018
|
Destination Wealth Management
|
BUY
|
- |
98New |
$13.7K - $14.3K
|
98
$4.13K
|
|
Oct 26, 2018
Q3 2018
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
90+ 0.38% |
$12.6K - $13.1K
|
24K
$1.01M
|
|
Nov 14, 2018
Q3 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
75+ 7500.0% |
$10.5K - $11K
|
76
$3.21K
|
|
Nov 13, 2018
Q3 2018
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
74+ 2.73% |
$10.3K - $10.8K
|
2.78K
$117K
|
|
Oct 12, 2018
Q3 2018
|
Ritholtz Wealth Management
|
BUY
|
- |
61+ 2.35% |
$8.51K - $8.91K
|
2.66K
$112K
|
|
Nov 13, 2018
Q3 2018
|
D.A. Davidson & Co.
|
BUY
|
- |
53+ 1.59% |
$7.4K - $7.74K
|
3.4K
$143K
|
|
Nov 09, 2018
Q3 2018
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48+ 0.24% |
$6.7K - $7.01K
|
20.2K
$852K
|
|
Nov 13, 2018
Q3 2018
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
19+ 0.14% |
$2.65K - $2.77K
|
13.3K
$560K
|
|
Nov 09, 2018
Q3 2018
|
Private Ocean, LLC
|
BUY
|
- |
15+ 0.18% |
$2.09K - $2.19K
|
8.32K
$351K
|
|
Nov 14, 2018
Q3 2018
|
Natixis
Paris, I0 |
BUY
|
- |
13+ 0.42% |
$1.81K - $1.9K
|
3.09K
$130K
|
|
Nov 07, 2018
Q3 2018
|
Brighton Jones LLC
|
BUY
|
- |
4+ 0.14% |
$558 - $584
|
2.94K
$124K
|
|
Nov 01, 2018
Q3 2018
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1+ 3.03% |
$140 - $146
|
34
$1.43K
|
|
Oct 09, 2018
Q3 2018
|
Acg Wealth
|
BUY
|
- |
1+ 0.06% |
$140 - $146
|
1.59K
$67.2K
|
|
Oct 26, 2018
Q3 2018
|
Asset Dedication, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Advisor Net Financial, Inc
|
SELL
|
- |
-24- 12.12% |
$3.35K - $3.5K
|
174
$7.34K
|
|
Oct 19, 2018
Q3 2018
|
West Coast Financial LLC
|
SELL
|
- |
-26- 0.48% |
$3.63K - $3.8K
|
5.44K
$230K
|
|
Nov 14, 2018
Q3 2018
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-33- 0.24% |
$4.61K - $4.82K
|
13.7K
$580K
|
|
Nov 14, 2018
Q3 2018
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-37- 0.64% |
$5.16K - $5.4K
|
5.71K
$241K
|
|
Nov 02, 2018
Q3 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-66- 1.5% |
$9.21K - $9.64K
|
4.35K
$183K
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-74Closed |
$10.3K - $10.8K
|
0
$0
|
|
Nov 16, 2018
Q3 2018
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-82- 1.32% |
$11.4K - $12K
|
6.14K
$259K
|
|
Dec 06, 2018
Q3 2018
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-124- 0.93% |
$17.3K - $18.1K
|
13.2K
$557K
|
|
Nov 13, 2018
Q3 2018
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-130- 1.18% |
$18.1K - $19K
|
10.9K
$459K
|
|
Nov 05, 2018
Q3 2018
|
Essex Financial Services, Inc.
|
SELL
|
- |
-160- 1.65% |
$22.3K - $23.4K
|
9.55K
$403K
|
|
Oct 25, 2018
Q3 2018
|
Prospera Financial Services Inc
|
SELL
|
- |
-162- 8.57% |
$22.6K - $23.7K
|
1.73K
$72.9K
|
|
Nov 01, 2018
Q3 2018
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-164- 21.47% |
$22.9K - $24K
|
600
$25.3K
|
|
Oct 17, 2018
Q3 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-174- 2.01% |
$24.3K - $25.4K
|
8.49K
$358K
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-198Closed |
$27.6K - $28.9K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-230Closed |
$32.1K - $33.6K
|
0
$0
|
|
Nov 01, 2018
Q3 2018
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-270- 20.32% |
$37.7K - $39.4K
|
1.06K
$44.7K
|
|
Nov 09, 2018
Q3 2018
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-314- 2.26% |
$43.8K - $45.9K
|
13.6K
$574K
|
|
Jan 08, 2024
Q3 2018
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-339- 9.89% |
$47.3K - $49.5K
|
3.09K
$130K
|
|
Nov 02, 2018
Q3 2018
|
Lvw Advisors, LLC
|
SELL
|
- |
-349- 2.19% |
$48.7K - $51K
|
15.6K
$657K
|
|
Oct 15, 2018
Q3 2018
|
Sheets Smith Wealth Management
|
SELL
|
- |
-413- 3.98% |
$57.6K - $60.3K
|
9.97K
$421K
|
|
Nov 13, 2018
Q3 2018
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-429- 17.78% |
$59.9K - $62.7K
|
1.98K
$83.7K
|
|
Nov 14, 2018
Q3 2018
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-496- 6.67% |
$69.2K - $72.4K
|
6.94K
$293K
|
|
Nov 14, 2018
Q3 2018
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-647- 0.86% |
$90.3K - $94.5K
|
74.7K
$3.15M
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-654Closed |
$91.3K - $95.5K
|
0
$0
|
|
Nov 05, 2018
Q3 2018
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-948- 3.11% |
$132K - $138K
|
29.5K
$1.24M
|
|
Nov 14, 2018
Q3 2018
|
Gen Trust, LLC
|
SELL
|
- |
-1.03K- 23.39% |
$144K - $151K
|
3.38K
$143K
|
|
Nov 13, 2018
Q3 2018
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.04K- 1.97% |
$145K - $151K
|
51.5K
$2.17M
|
|
Nov 13, 2018
Q3 2018
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.25K- 8.36% |
$174K - $182K
|
13.7K
$576K
|
|
Nov 06, 2018
Q3 2018
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.85K- 2.6% |
$258K - $270K
|
69.1K
$2.92M
|
|
Oct 10, 2018
Q3 2018
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.42K- 1.23% |
$338K - $354K
|
195K
$8.23M
|