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 09, 2018
Q3 2018
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.46K- 6.22% |
$344K - $360K
|
37.2K
$1.57M
|
|
|
Nov 20, 2018
Q3 2018
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2.73K- 5.27% |
$380K - $398K
|
49K
$2.07M
|
|
|
Oct 09, 2018
Q3 2018
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.76K- 17.29% |
$385K - $403K
|
13.2K
$557K
|
|
|
Nov 14, 2018
Q3 2018
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.26K- 64.34% |
$873K - $914K
|
3.47K
$146K
|
|
|
Oct 16, 2018
Q3 2018
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.78KClosed |
$946K - $990K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.9K- 4.93% |
$1.53M - $1.6M
|
211K
$8.9M
|
|
|
Nov 14, 2018
Q3 2018
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-24.6K- 5.01% |
$3.43M - $3.59M
|
466K
$19.7M
|
|
|
Nov 14, 2018
Q3 2018
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-37.8K- 93.98% |
$5.27M - $5.52M
|
2.42K
$102K
|
|
|
Nov 14, 2018
Q3 2018
|
Ubs Group Ag
|
SELL
|
- |
-58.6K- 19.55% |
$8.18M - $8.56M
|
241K
$10.2M
|
|
|
Nov 02, 2018
Q3 2018
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-58.7KClosed |
$8.19M - $8.57M
|
0
$0
|
|
|
Oct 19, 2018
Q3 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-84.2KClosed |
$11.7M - $12.3M
|
0
$0
|