Purchases and Sales Made in Q3 2019 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 2019. 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, 2019
Q3 2019
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
49.2K+ 2.0% |
$5.87M - $6.46M
|
2.5M
$113M
|
|
|
Nov 12, 2019
Q3 2019
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37.7K+ 178.61% |
$4.5M - $4.95M
|
58.8K
$2.65M
|
|
|
Nov 13, 2019
Q3 2019
|
Argi Investment Services, LLC
|
BUY
|
- |
36.4K+ 6.54% |
$4.35M - $4.78M
|
594K
$26.8M
|
|
|
Nov 15, 2019
Q3 2019
|
Charles Schwab Trust CO
|
BUY
|
- |
35.9KNew |
$4.28M - $4.71M
|
35.9K
$1.62M
|
|
|
Nov 15, 2019
Q3 2019
|
Sws Partners
|
BUY
|
- |
22.5KNew |
$2.69M - $2.96M
|
22.5K
$1.02M
|
|
|
Nov 12, 2019
Q3 2019
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.38K+ 4.53% |
$1.12M - $1.23M
|
216K
$9.75M
|
|
|
Nov 07, 2019
Q3 2019
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.29K+ 3.27% |
$989K - $1.09M
|
262K
$11.8M
|
|
|
Feb 14, 2020
Q3 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.57KNew |
$784K - $862K
|
6.57K
$296K
|
|
|
Nov 07, 2019
Q3 2019
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.1KNew |
$370K - $407K
|
3.1K
$140K
|
|
|
Nov 12, 2019
Q3 2019
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.07K+ 13972.73% |
$367K - $403K
|
3.1K
$140K
|
|
|
Nov 12, 2019
Q3 2019
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.72KNew |
$324K - $356K
|
2.72K
$122K
|
|
|
Oct 31, 2019
Q3 2019
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.34K+ 11.42% |
$279K - $307K
|
22.8K
$1.03M
|
|
|
Nov 07, 2019
Q3 2019
|
Evensky & Katz LLC
|
BUY
|
- |
2.18KNew |
$260K - $286K
|
2.18K
$98.1K
|
|
|
Oct 18, 2019
Q3 2019
|
Park Avenue Securities LLC
|
BUY
|
- |
2.1KNew |
$251K - $275K
|
2.1K
$94.6K
|
|
|
Nov 13, 2019
Q3 2019
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.96K+ 37.69% |
$234K - $257K
|
7.16K
$323K
|
|
|
Nov 15, 2019
Q3 2019
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.58KNew |
$189K - $207K
|
1.58K
$71.2K
|
|
|
Oct 30, 2019
Q3 2019
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.26K+ 13.92% |
$150K - $165K
|
10.3K
$464K
|
|
|
Oct 25, 2019
Q3 2019
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.16K+ 12.9% |
$138K - $152K
|
10.2K
$457K
|
|
|
Oct 07, 2019
Q3 2019
|
Trilogy Capital Inc.
|
BUY
|
- |
972+ 0.69% |
$116K - $128K
|
142K
$6.4M
|
|
|
Nov 14, 2019
Q3 2019
|
Ubs Group Ag
|
BUY
|
- |
743+ 0.32% |
$88.6K - $97.5K
|
233K
$10.5M
|
|
|
Oct 21, 2019
Q3 2019
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
722+ 2.09% |
$86.1K - $94.7K
|
35.2K
$1.59M
|
|
|
Oct 17, 2019
Q3 2019
|
Envestnet Asset Management Inc
|
BUY
|
- |
655+ 1.74% |
$78.1K - $85.9K
|
38.3K
$1.72M
|
|
|
Nov 14, 2019
Q3 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
255+ 1.83% |
$30.4K - $33.5K
|
14.2K
$638K
|
|
|
Nov 14, 2019
Q3 2019
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
250New |
$29.8K - $32.8K
|
250
$11.3K
|
|
|
Nov 14, 2019
Q3 2019
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
121New |
$14.4K - $15.9K
|
121
$5.45K
|
|
|
Oct 30, 2019
Q3 2019
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
98+ 0.13% |
$11.7K - $12.9K
|
74.3K
$3.35M
|
|
|
Nov 05, 2019
Q3 2019
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
86New |
$10.3K - $11.3K
|
86
$3.88K
|
|
|
Nov 08, 2019
Q3 2019
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
75+ 2.4% |
$8.95K - $9.84K
|
3.2K
$144K
|
|
|
Oct 08, 2019
Q3 2019
|
Ellevest, Inc.
|
BUY
|
- |
73New |
$8.71K - $9.58K
|
73
$3.29K
|
|
|
Nov 13, 2019
Q3 2019
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
70+ 2.81% |
$8.35K - $9.18K
|
2.56K
$115K
|
|
|
Nov 08, 2019
Q3 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
52+ 0.37% |
$6.2K - $6.82K
|
14K
$633K
|
|
|
Oct 24, 2019
Q3 2019
|
Raymond James Trust N.A.
|
BUY
|
- |
47+ 0.58% |
$5.61K - $6.17K
|
8.2K
$370K
|
|
|
Nov 12, 2019
Q3 2019
|
Evoke Wealth, LLC
|
BUY
|
- |
42New |
$5.01K - $5.51K
|
42
$1.89K
|
|
|
Oct 18, 2019
Q3 2019
|
Whittier Trust CO
|
BUY
|
- |
31New |
$3.7K - $4.07K
|
31
$1.4K
|
|
|
Oct 29, 2019
Q3 2019
|
Kcs Wealth Advisory
|
BUY
|
- |
18New |
$2.15K - $2.36K
|
18
$811
|
|
|
Oct 22, 2019
Q3 2019
|
Marquette Asset Management, LLC
|
BUY
|
- |
11+ 0.03% |
$1.31K - $1.44K
|
38.1K
$1.72M
|
|
|
Nov 01, 2019
Q3 2019
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8+ 0.13% |
$954 - $1.05K
|
6.14K
$276K
|
|
|
Oct 29, 2019
Q3 2019
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7+ 0.45% |
$835 - $918
|
1.58K
$71.1K
|
|
|
Nov 13, 2019
Q3 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2024
Q3 2019
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-13- 0.53% |
$1.55K - $1.71K
|
2.42K
$109K
|
|
|
Nov 12, 2019
Q3 2019
|
Gen Trust, LLC
|
SELL
|
- |
-14- 0.81% |
$1.67K - $1.84K
|
1.71K
$76.9K
|
|
|
Oct 22, 2019
Q3 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-15- 4.24% |
$1.79K - $1.97K
|
339
$15.3K
|
|
|
Oct 28, 2019
Q3 2019
|
Sheets Smith Wealth Management
|
SELL
|
- |
-16- 0.16% |
$1.91K - $2.1K
|
10K
$451K
|
|
|
Nov 13, 2019
Q3 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-38- 7.06% |
$4.53K - $4.99K
|
500
$22.5K
|
|
|
Nov 14, 2019
Q3 2019
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-41- 0.43% |
$4.89K - $5.38K
|
9.56K
$431K
|
|
|
Nov 05, 2019
Q3 2019
|
D.A. Davidson & Co.
|
SELL
|
- |
-49- 1.34% |
$5.85K - $6.43K
|
3.6K
$162K
|
|
|
Oct 22, 2019
Q3 2019
|
Lvw Advisors, LLC
|
SELL
|
- |
-58- 0.36% |
$6.92K - $7.61K
|
16.1K
$726K
|
|
|
Oct 29, 2019
Q3 2019
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.51% |
$7.16K - $7.87K
|
11.6K
$523K
|
|
|
Nov 07, 2019
Q3 2019
|
Ifp Advisors, Inc
|
SELL
|
- |
-61- 23.37% |
$7.28K - $8K
|
200
$9.01K
|
|
|
Nov 04, 2019
Q3 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-64- 1.05% |
$7.64K - $8.4K
|
6K
$271K
|