Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2019
Q4 2018
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.85M+ 397.59% |
$199M - $261M
|
2.32M
$96.6M
|
|
Feb 14, 2019
Q4 2018
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
859KNew |
$92.1M - $121M
|
859K
$35.8M
|
|
May 14, 2019
Q4 2018
|
Waddell & Associates, LLC
|
BUY
|
- |
232KNew |
$24.9M - $32.6M
|
232K
$9.66M
|
|
Feb 13, 2019
Q4 2018
|
Accredited Investors Inc.
|
BUY
|
- |
59K+ 1118.17% |
$6.33M - $8.31M
|
64.3K
$2.68M
|
|
Feb 14, 2019
Q4 2018
|
Argi Investment Services, LLC
|
BUY
|
- |
34.2K+ 8.14% |
$3.66M - $4.81M
|
454K
$18.9M
|
|
Feb 14, 2019
Q4 2018
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31K+ 1283.58% |
$3.33M - $4.37M
|
33.5K
$1.39M
|
|
Jan 31, 2019
Q4 2018
|
Private Ocean, LLC
|
BUY
|
- |
30.9K+ 371.95% |
$3.32M - $4.35M
|
39.2K
$1.64M
|
|
Feb 14, 2019
Q4 2018
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
30.2K+ 19.67% |
$3.23M - $4.24M
|
183K
$7.64M
|
|
Feb 14, 2019
Q4 2018
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18K+ 391.9% |
$1.93M - $2.54M
|
22.6K
$944K
|
|
Feb 13, 2019
Q4 2018
|
Envestnet Asset Management Inc
|
BUY
|
- |
18K+ 530.0% |
$1.93M - $2.53M
|
21.4K
$892K
|
|
Oct 11, 2019
Q4 2018
|
Principle Wealth Partners LLC
|
BUY
|
- |
14KNew |
$1.5M - $1.97M
|
14K
$583K
|
|
Feb 14, 2019
Q4 2018
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
13.9KNew |
$1.49M - $1.96M
|
13.9K
$580K
|
|
Feb 12, 2019
Q4 2018
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
13.6KNew |
$1.46M - $1.92M
|
13.6K
$568K
|
|
Jan 22, 2019
Q4 2018
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
8.88K+ 10.44% |
$952K - $1.25M
|
93.9K
$3.91M
|
|
Feb 11, 2019
Q4 2018
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.76K+ 4.15% |
$939K - $1.23M
|
220K
$9.16M
|
|
Feb 13, 2019
Q4 2018
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.2KNew |
$879K - $1.15M
|
8.2K
$342K
|
|
Feb 12, 2019
Q4 2018
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
6.98KNew |
$749K - $983K
|
6.98K
$291K
|
|
Feb 15, 2019
Q4 2018
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.6K+ 8.81% |
$708K - $930K
|
81.5K
$3.4M
|
|
Jan 29, 2019
Q4 2018
|
Resource Planning Group
|
BUY
|
- |
6.16K+ 25.14% |
$660K - $867K
|
30.7K
$1.28M
|
|
Jan 29, 2019
Q4 2018
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.52KNew |
$592K - $777K
|
5.52K
$230K
|
|
Feb 11, 2019
Q4 2018
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.39K+ 7.22% |
$578K - $759K
|
80.1K
$3.34M
|
|
Feb 08, 2019
Q4 2018
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.87KNew |
$522K - $686K
|
4.87K
$203K
|
|
Feb 06, 2019
Q4 2018
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
4.78KNew |
$513K - $673K
|
4.78K
$199K
|
|
Feb 08, 2019
Q4 2018
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.71KNew |
$398K - $522K
|
3.71K
$155K
|
|
Feb 14, 2019
Q4 2018
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.95K+ 14.62% |
$317K - $416K
|
23.1K
$964K
|
|
Jan 15, 2019
Q4 2018
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.85K+ 376.39% |
$306K - $402K
|
3.61K
$151K
|
|
Feb 14, 2019
Q4 2018
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.76KNew |
$296K - $388K
|
2.76K
$115K
|
|
Feb 14, 2019
Q4 2018
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.43K+ 82.56% |
$260K - $342K
|
5.37K
$224K
|
|
Feb 15, 2019
Q4 2018
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.83KNew |
$196K - $257K
|
1.83K
$76.1K
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
BUY
|
- |
1.64K+ 1.18% |
$175K - $230K
|
140K
$5.83M
|
|
Feb 14, 2019
Q4 2018
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.46K+ 51.88% |
$156K - $205K
|
4.27K
$178K
|
|
Feb 15, 2019
Q4 2018
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.21K+ 19.68% |
$130K - $170K
|
7.35K
$306K
|
|
Feb 01, 2019
Q4 2018
|
Essex Savings Bank
|
BUY
|
- |
1.15KNew |
$123K - $162K
|
1.15K
$47.8K
|
|
Feb 07, 2019
Q4 2018
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.14K+ 1.43% |
$122K - $160K
|
80.7K
$3.36M
|
|
Feb 14, 2019
Q4 2018
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.02KNew |
$109K - $143K
|
1.02K
$42.3K
|
|
May 07, 2020
Q4 2018
|
Royal Fund Management, LLC
|
BUY
|
- |
992+ 5.56% |
$106K - $140K
|
18.8K
$784K
|
|
Feb 05, 2019
Q4 2018
|
Lvw Advisors, LLC
|
BUY
|
- |
752+ 4.83% |
$80.6K - $106K
|
16.3K
$681K
|
|
Feb 12, 2019
Q4 2018
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
701+ 6.44% |
$75.2K - $98.7K
|
11.6K
$483K
|
|
Feb 14, 2019
Q4 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
586+ 35.05% |
$62.8K - $82.5K
|
2.26K
$94.1K
|
|
Jun 12, 2019
Q4 2018
|
First National Corp
|
BUY
|
- |
563New |
$60.4K - $79.3K
|
563
$23.5K
|
|
Jan 24, 2019
Q4 2018
|
Umb Bank, N.A.
|
BUY
|
- |
542+ 20.77% |
$58.1K - $76.3K
|
3.15K
$131K
|
|
Feb 08, 2019
Q4 2018
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
537+ 3.95% |
$57.6K - $75.6K
|
14.1K
$589K
|
|
Feb 11, 2019
Q4 2018
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
367+ 0.53% |
$39.4K - $51.7K
|
69.5K
$2.9M
|
|
Jan 10, 2019
Q4 2018
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
308+ 11.29% |
$33K - $43.4K
|
3.04K
$126K
|
|
Feb 15, 2019
Q4 2018
|
Bray Capital Advisors
|
BUY
|
- |
273New |
$29.3K - $38.4K
|
273
$11.4K
|
|
Feb 11, 2019
Q4 2018
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
270+ 6.18% |
$29K - $38K
|
4.64K
$193K
|
|
Feb 11, 2019
Q4 2018
|
First Horizon Advisors, Inc.
|
BUY
|
- |
268New |
$28.7K - $37.7K
|
268
$11.2K
|
|
Jan 08, 2019
Q4 2018
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
250+ 5.64% |
$26.8K - $35.2K
|
4.69K
$195K
|
|
Feb 07, 2019
Q4 2018
|
Jnba Financial Advisors
|
BUY
|
- |
250New |
$26.8K - $35.2K
|
250
$10.4K
|
|
Jan 11, 2019
Q4 2018
|
Sheets Smith Wealth Management
|
BUY
|
- |
231+ 2.32% |
$24.8K - $32.5K
|
10.2K
$425K
|