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
|
Scotia Capital Inc.
|
SELL
|
- |
-65- 1.04% |
$7.76K - $8.53K
|
6.18K
$234K
|
|
|
Nov 08, 2019
Q3 2019
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-78Closed |
$9.31K - $10.2K
|
0
$0
|
|
|
Oct 16, 2019
Q3 2019
|
West Coast Financial LLC
|
SELL
|
- |
-79- 1.79% |
$9.43K - $10.4K
|
4.33K
$164K
|
|
|
Oct 28, 2019
Q3 2019
|
Brighton Jones LLC
|
SELL
|
- |
-118- 3.96% |
$14.1K - $15.5K
|
2.86K
$108K
|
|
|
Nov 08, 2019
Q3 2019
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-163- 1.42% |
$19.4K - $21.4K
|
11.3K
$430K
|
|
|
Nov 13, 2019
Q3 2019
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-165- 4.24% |
$19.7K - $21.6K
|
3.73K
$141K
|
|
|
Nov 06, 2019
Q3 2019
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-169- 3.35% |
$20.2K - $22.2K
|
4.87K
$185K
|
|
|
Nov 14, 2019
Q3 2019
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-194- 3.42% |
$23.1K - $25.5K
|
5.47K
$207K
|
|
|
Oct 31, 2019
Q3 2019
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-225- 3.36% |
$26.8K - $29.5K
|
6.47K
$245K
|
|
|
Nov 08, 2019
Q3 2019
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-234- 0.56% |
$27.9K - $30.7K
|
41.3K
$1.56M
|
|
|
Nov 13, 2019
Q3 2019
|
Natixis
Paris, I0 |
SELL
|
- |
-237- 6.05% |
$28.3K - $31.1K
|
3.68K
$140K
|
|
|
Nov 12, 2019
Q3 2019
|
Stone X Group Inc.
|
SELL
|
- |
-269- 9.8% |
$32.1K - $35.3K
|
2.48K
$93.9K
|
|
|
Nov 14, 2019
Q3 2019
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-300- 14.11% |
$35.8K - $39.4K
|
1.83K
$69.2K
|
|
|
Oct 23, 2019
Q3 2019
|
Resource Planning Group
|
SELL
|
- |
-301- 1.2% |
$35.9K - $39.5K
|
24.7K
$936K
|
|
|
Nov 01, 2019
Q3 2019
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-328Closed |
$39.1K - $43K
|
0
$0
|
|
|
Oct 08, 2019
Q3 2019
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-344- 12.03% |
$41K - $45.1K
|
2.52K
$95.4K
|
|
|
Nov 12, 2019
Q3 2019
|
Waddell & Associates, LLC
|
SELL
|
- |
-366- 0.13% |
$43.7K - $48K
|
282K
$10.7M
|
|
|
Nov 15, 2019
Q3 2019
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-425- 2.0% |
$50.7K - $55.8K
|
20.8K
$789K
|
|
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-620Closed |
$74K - $81.3K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Us Bancorp \De\
|
SELL
|
- |
-696- 2.25% |
$83K - $91.3K
|
30.2K
$1.14M
|
|
|
Nov 14, 2019
Q3 2019
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-841- 6.31% |
$100K - $110K
|
12.5K
$473K
|
|
|
Oct 07, 2019
Q3 2019
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-868- 3.19% |
$104K - $114K
|
26.4K
$999K
|
|
|
Nov 13, 2019
Q3 2019
|
Private Advisor Group, LLC
|
SELL
|
- |
-911- 12.21% |
$109K - $120K
|
6.55K
$248K
|
|
|
Oct 28, 2019
Q3 2019
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-960- 17.26% |
$115K - $126K
|
4.6K
$174K
|
|
|
Nov 14, 2019
Q3 2019
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-965- 2.02% |
$115K - $127K
|
46.9K
$1.78M
|
|
|
Oct 31, 2019
Q3 2019
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-973- 3.5% |
$116K - $128K
|
26.8K
$1.02M
|
|
|
Nov 14, 2019
Q3 2019
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-977- 2.12% |
$117K - $128K
|
45.1K
$1.71M
|
|
|
Oct 28, 2019
Q3 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-987- 12.76% |
$118K - $129K
|
6.75K
$256K
|
|
|
Oct 31, 2019
Q3 2019
|
Private Ocean, LLC
|
SELL
|
- |
-1.15K- 4.15% |
$137K - $151K
|
26.5K
$1.01M
|
|
|
Nov 07, 2019
Q3 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.25K- 1.57% |
$149K - $164K
|
78.4K
$2.97M
|
|
|
Nov 14, 2019
Q3 2019
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.45K- 28.28% |
$173K - $190K
|
3.68K
$139K
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-1.51KClosed |
$180K - $198K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.63KClosed |
$194K - $213K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.71KClosed |
$204K - $224K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.74K- 6.43% |
$207K - $228K
|
25.3K
$958K
|
|
|
Nov 14, 2019
Q3 2019
|
Accredited Investors Inc.
|
SELL
|
- |
-2.13K- 2.65% |
$254K - $279K
|
78.2K
$2.96M
|
|
|
Nov 12, 2019
Q3 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.21KClosed |
$263K - $289K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.36K- 19.6% |
$282K - $310K
|
9.69K
$367K
|
|
|
Nov 13, 2019
Q3 2019
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.39K- 2.92% |
$285K - $313K
|
79.4K
$3.01M
|
|
|
Nov 12, 2019
Q3 2019
|
Savant Capital, LLC
|
SELL
|
- |
-2.46KClosed |
$293K - $322K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.83K- 20.97% |
$337K - $371K
|
10.7K
$404K
|
|
|
Nov 14, 2019
Q3 2019
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.34K- 43.33% |
$398K - $438K
|
4.36K
$165K
|
|
|
Nov 14, 2019
Q3 2019
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.56KClosed |
$424K - $467K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.93K- 99.44% |
$469K - $515K
|
22
$834
|
|
|
Nov 06, 2019
Q3 2019
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-4.72K- 44.7% |
$563K - $619K
|
5.83K
$221K
|
|
|
Nov 14, 2019
Q3 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.1KClosed |
$609K - $669K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.93KClosed |
$707K - $778K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6K- 7.04% |
$716K - $787K
|
79.2K
$3M
|
|
|
Nov 20, 2019
Q3 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-6.93KClosed |
$826K - $909K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-10.8KClosed |
$1.29M - $1.42M
|
0
$0
|