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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2020
Q3 2020
|
Whittier Trust CO
|
SELL
|
- |
-9Closed |
$977 - $1.13K
|
0
$0
|
|
|
Jan 08, 2024
Q3 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-16- 0.83% |
$1.74K - $2K
|
1.92K
$80.8K
|
|
|
Oct 28, 2020
Q3 2020
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-17- 0.38% |
$1.85K - $2.13K
|
4.4K
$186K
|
|
|
Nov 05, 2020
Q3 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-24- 0.47% |
$2.61K - $3K
|
5.06K
$214K
|
|
|
Nov 05, 2020
Q3 2020
|
West Coast Financial LLC
|
SELL
|
- |
-33- 1.13% |
$3.58K - $4.13K
|
2.9K
$122K
|
|
|
Nov 12, 2020
Q3 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-34Closed |
$3.69K - $4.25K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-34Closed |
$3.69K - $4.25K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-43- 1.78% |
$4.67K - $5.38K
|
2.37K
$100K
|
|
|
Oct 16, 2020
Q3 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-75- 2.61% |
$8.14K - $9.38K
|
2.8K
$118K
|
|
|
Oct 14, 2020
Q3 2020
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-160Closed |
$17.4K - $20K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-197Closed |
$21.4K - $24.6K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-200- 10.36% |
$21.7K - $25K
|
1.73K
$73K
|
|
|
Nov 12, 2020
Q3 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-210- 58.99% |
$22.8K - $26.3K
|
146
$6.16K
|
|
|
Oct 14, 2020
Q3 2020
|
Raymond James Trust N.A.
|
SELL
|
- |
-214- 3.51% |
$23.2K - $26.8K
|
5.88K
$248K
|
|
|
Nov 12, 2020
Q3 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-231- 9.26% |
$25.1K - $28.9K
|
2.26K
$95.5K
|
|
|
Nov 13, 2020
Q3 2020
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-240- 3.0% |
$26.1K - $30K
|
7.77K
$328K
|
|
|
Nov 13, 2020
Q3 2020
|
Waddell & Associates, LLC
|
SELL
|
- |
-251- 0.21% |
$27.2K - $31.4K
|
122K
$5.13M
|
|
|
Nov 16, 2020
Q3 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-252- 2.58% |
$27.4K - $31.5K
|
9.51K
$401K
|
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-275- 8.88% |
$29.9K - $34.4K
|
2.82K
$119K
|
|
|
Nov 12, 2020
Q3 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-307Closed |
$33.3K - $38.4K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-310- 10.98% |
$33.7K - $38.8K
|
2.51K
$106K
|
|
|
Nov 12, 2020
Q3 2020
|
Resource Planning Group
|
SELL
|
- |
-373- 2.23% |
$40.5K - $46.7K
|
16.4K
$690K
|
|
|
Oct 28, 2020
Q3 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-383- 1.74% |
$41.6K - $47.9K
|
21.6K
$913K
|
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-396- 0.57% |
$43K - $49.5K
|
68.7K
$2.9M
|
|
|
Nov 05, 2020
Q3 2020
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-444- 4.16% |
$48.2K - $55.5K
|
10.2K
$431K
|
|
|
Oct 06, 2020
Q3 2020
|
First Hawaiian Bank
|
SELL
|
- |
-447- 18.49% |
$48.5K - $55.9K
|
1.97K
$83.2K
|
|
|
Nov 05, 2020
Q3 2020
|
Accredited Investors Inc.
|
SELL
|
- |
-535- 2.93% |
$58.1K - $66.9K
|
17.8K
$749K
|
|
|
Nov 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-569- 16.32% |
$61.8K - $71.2K
|
2.92K
$123K
|
|
|
Nov 12, 2020
Q3 2020
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-613- 6.41% |
$66.5K - $76.7K
|
8.96K
$378K
|
|
|
Nov 12, 2020
Q3 2020
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-663- 12.6% |
$72K - $82.9K
|
4.6K
$194K
|
|
|
Oct 13, 2020
Q3 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-706- 3.74% |
$76.6K - $88.3K
|
18.2K
$768K
|
|
|
Oct 14, 2020
Q3 2020
|
Legacy Private Trust Co.
|
SELL
|
- |
-786- 2.72% |
$85.3K - $98.3K
|
28.1K
$1.18M
|
|
|
Oct 27, 2020
Q3 2020
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 0.86% |
$123K - $142K
|
131K
$5.53M
|
|
|
Oct 30, 2020
Q3 2020
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.15K- 2.88% |
$125K - $143K
|
38.7K
$1.63M
|
|
|
Oct 23, 2020
Q3 2020
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.31K- 3.62% |
$143K - $164K
|
35K
$1.47M
|
|
|
Nov 12, 2020
Q3 2020
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.5K- 19.42% |
$163K - $188K
|
6.23K
$263K
|
|
|
Oct 30, 2020
Q3 2020
|
Private Ocean, LLC
|
SELL
|
- |
-1.61K- 7.24% |
$174K - $201K
|
20.6K
$868K
|
|
|
Nov 03, 2020
Q3 2020
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.82K- 3.89% |
$197K - $227K
|
44.8K
$1.89M
|
|
|
Nov 16, 2020
Q3 2020
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.83K- 17.9% |
$199K - $229K
|
8.41K
$355K
|
|
|
Nov 12, 2020
Q3 2020
|
Stone X Group Inc.
|
SELL
|
- |
-1.94KClosed |
$211K - $243K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2K- 2.16% |
$217K - $250K
|
90.6K
$3.82M
|
|
|
Oct 27, 2020
Q3 2020
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2.02K- 6.44% |
$219K - $253K
|
29.3K
$1.24M
|
|
|
Nov 12, 2020
Q3 2020
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.17K- 47.96% |
$236K - $272K
|
2.36K
$99.4K
|
|
|
Nov 16, 2020
Q3 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.28K- 7.5% |
$248K - $286K
|
28.2K
$1.19M
|
|
|
Nov 03, 2020
Q3 2020
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.64K- 31.75% |
$287K - $330K
|
5.68K
$240K
|
|
|
Nov 16, 2020
Q3 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.76KClosed |
$299K - $345K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.85K- 12.45% |
$418K - $481K
|
27.1K
$1.14M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.31K- 4.25% |
$467K - $538K
|
96.9K
$4.09M
|
|
|
Nov 12, 2020
Q3 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.39KClosed |
$477K - $550K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.7K- 17.31% |
$510K - $587K
|
22.4K
$947K
|