Purchases and Sales Made in Q3 2020 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 2020. 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 |
---|---|---|---|---|---|---|---|
Aug 30, 2024
Q3 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
214KNew |
$23.3M - $26.8M
|
214K
$8.93M
|
|
Nov 05, 2020
Q3 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.6K+ 35.76% |
$2.13M - $2.45M
|
74.3K
$3.1M
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.1K+ 19.1% |
$1.63M - $1.88M
|
93.9K
$3.91M
|
|
Oct 14, 2020
Q3 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.6K+ 43.98% |
$1.15M - $1.32M
|
34.5K
$1.44M
|
|
Nov 16, 2020
Q3 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.54KNew |
$384K - $443K
|
3.54K
$148K
|
|
Nov 16, 2020
Q3 2020
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.24KNew |
$352K - $405K
|
3.24K
$135K
|
|
Oct 20, 2020
Q3 2020
|
Tap Consulting, LLC
|
BUY
|
- |
3.21K+ 99.26% |
$348K - $401K
|
6.44K
$268K
|
|
Oct 23, 2020
Q3 2020
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
3.08K+ 100.26% |
$334K - $385K
|
6.15K
$256K
|
|
Nov 02, 2020
Q3 2020
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.7K+ 1.05% |
$293K - $337K
|
261K
$10.9M
|
|
Nov 03, 2020
Q3 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.64K+ 20.12% |
$287K - $330K
|
15.8K
$657K
|
|
Nov 16, 2020
Q3 2020
|
Trilogy Capital Inc.
|
BUY
|
- |
2.34K+ 112.95% |
$254K - $292K
|
4.41K
$184K
|
|
Oct 30, 2020
Q3 2020
|
Comerica Bank
|
BUY
|
- |
2.12KNew |
$230K - $265K
|
2.12K
$88.2K
|
|
Nov 13, 2020
Q3 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.1KNew |
$228K - $263K
|
2.1K
$87.5K
|
|
Nov 13, 2020
Q3 2020
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.92KNew |
$208K - $240K
|
1.92K
$79.9K
|
|
Dec 10, 2020
Q3 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.84KNew |
$199K - $230K
|
1.84K
$76.6K
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
1.79K+ 26.8% |
$194K - $224K
|
8.47K
$353K
|
|
Oct 26, 2020
Q3 2020
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.75KNew |
$190K - $219K
|
1.75K
$72.9K
|
|
Oct 27, 2020
Q3 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
1.73KNew |
$188K - $216K
|
1.73K
$72.1K
|
|
Oct 13, 2020
Q3 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.7K+ 13.45% |
$185K - $213K
|
14.4K
$598K
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.23K+ 0.79% |
$134K - $154K
|
156K
$6.52M
|
|
Nov 03, 2020
Q3 2020
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.18K+ 14.42% |
$128K - $147K
|
9.36K
$390K
|
|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.16K+ 9.4% |
$126K - $145K
|
13.5K
$563K
|
|
Nov 06, 2020
Q3 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.12K+ 978.95% |
$121K - $140K
|
1.23K
$51.3K
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.01K+ 86.49% |
$109K - $126K
|
2.17K
$90.3K
|
|
Nov 04, 2020
Q3 2020
|
Prospera Financial Services Inc
|
BUY
|
- |
728New |
$79K - $91.1K
|
728
$30.3K
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
628+ 10.98% |
$68.2K - $78.5K
|
6.35K
$265K
|
|
Nov 13, 2020
Q3 2020
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
500New |
$54.3K - $62.5K
|
500
$20.8K
|
|
Oct 22, 2020
Q3 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
357+ 16.29% |
$38.8K - $44.6K
|
2.55K
$106K
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
330New |
$35.8K - $41.3K
|
330
$13.8K
|
|
Oct 19, 2020
Q3 2020
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
313+ 579.63% |
$34K - $39.1K
|
367
$15.3K
|
|
Nov 09, 2020
Q3 2020
|
Oakworth Capital, Inc.
|
BUY
|
- |
258New |
$28K - $32.3K
|
258
$10.8K
|
|
Nov 12, 2020
Q3 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
150New |
$16.3K - $18.8K
|
150
$6.25K
|
|
Nov 13, 2020
Q3 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
132+ 9.4% |
$14.3K - $16.5K
|
1.54K
$64.1K
|
|
Nov 06, 2020
Q3 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
122New |
$13.2K - $15.3K
|
122
$5.08K
|
|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
106New |
$11.5K - $13.3K
|
106
$4.42K
|
|
Nov 19, 2020
Q3 2020
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
96New |
$10.4K - $12K
|
96
$4K
|
|
Nov 10, 2020
Q3 2020
|
Us Bancorp \De\
|
BUY
|
- |
65+ 0.28% |
$7.06K - $8.13K
|
23.2K
$968K
|
|
Nov 12, 2020
Q3 2020
|
Natixis
Paris, I0 |
BUY
|
- |
49+ 0.93% |
$5.32K - $6.13K
|
5.31K
$221K
|
|
Oct 26, 2020
Q3 2020
|
Sheets Smith Wealth Management
|
BUY
|
- |
27+ 1.38% |
$2.93K - $3.38K
|
1.98K
$82.4K
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
26+ 3.87% |
$2.82K - $3.25K
|
698
$29.1K
|
|
Nov 03, 2020
Q3 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
22+ 1.07% |
$2.39K - $2.75K
|
2.07K
$86.4K
|
|
Nov 12, 2020
Q3 2020
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15+ 0.29% |
$1.63K - $1.88K
|
5.11K
$213K
|
|
Nov 02, 2020
Q3 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
7+ 0.22% |
$760 - $875
|
3.13K
$130K
|
|
Nov 03, 2020
Q3 2020
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5+ 0.12% |
$543 - $625
|
4.12K
$172K
|
|
Nov 12, 2020
Q3 2020
|
Brighton Jones LLC
|
BUY
|
- |
3+ 0.1% |
$326 - $375
|
2.97K
$124K
|
|
Oct 20, 2020
Q3 2020
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
3+ 0.12% |
$326 - $375
|
2.53K
$105K
|
|
Nov 12, 2020
Q3 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.13% |
$109 - $125
|
800
$33.3K
|
|
Nov 12, 2020
Q3 2020
|
Scotia Capital Inc.
|
BUY
|
- |
1+ 0.02% |
$109 - $125
|
4.77K
$199K
|
|
Nov 02, 2020
Q3 2020
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.04% |
$109 - $125
|
2.44K
$101K
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|