Purchases and Sales Made in Q4 2018 in Invesco Ftse Rafi Us 1500 Smal (PRFZ)

PRFZ Quotes by TradingView

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
Jan 22, 2019 Q4 2018
Carlson Capital Management

BUY
 -
219
+ 10.79%
$23.5K - $30.8K
2.25K $94.9K
Sep 07, 2021 Q4 2018
Geneos Wealth Management Inc.

BUY
 -
151
+ 444.12%
$16.2K - $21.3K
185 $7.81K
Jan 18, 2019 Q4 2018
Ritholtz Wealth Management

BUY
 -
150
+ 5.65%
$16.1K - $21.1K
2.81K $118K
Feb 01, 2019 Q4 2018
Creative Planning

Overland Park, KS
BUY
 -
122
+ 2.41%
$13.1K - $17.2K
5.18K $218K
Jan 14, 2019 Q4 2018
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
72
New
$7.72K - $10.1K
72 $3.04K
Feb 04, 2019 Q4 2018
Capital Investment Advisory Services, LLC

BUY
 -
54
New
$5.79K - $7.6K
54 $2.28K
Jan 15, 2019 Q4 2018
Ipswich Investment Management Co., Inc.

BUY
 -
50
New
$5.36K - $7.04K
50 $2.11K
Feb 13, 2019 Q4 2018
Cibc World Market Inc.

Toronto, A6
BUY
 -
49
+ 1.05%
$5.25K - $6.9K
4.74K $200K
Jan 29, 2019 Q4 2018
Capital Advisors, Ltd. LLC

BUY
 -
40
New
$4.29K - $5.63K
40 $1.69K
Feb 14, 2019 Q4 2018
Lehman & Derafelo Financial Resources LLC

BUY
 -
35
New
$3.75K - $4.93K
35 $1.48K
Jan 29, 2019 Q4 2018
D.A. Davidson & Co.

BUY
 -
31
+ 0.91%
$3.32K - $4.36K
3.43K $145K
Feb 08, 2019 Q4 2018
Brighton Jones LLC

BUY
 -
31
+ 1.05%
$3.32K - $4.36K
2.97K $125K
Feb 12, 2019 Q4 2018
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
19
+ 0.14%
$2.04K - $2.67K
13.3K $561K
Feb 14, 2019 Q4 2018
Natixis

Paris, I0
BUY
 -
3
+ 0.1%
$322 - $422
3.09K $130K
Feb 14, 2019 Q4 2018
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 14, 2019 Q4 2018
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-4
- 0.11%
$429 - $563
3.61K $152K
Jan 22, 2019 Q4 2018
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-47
- 0.16%
$5.04K - $6.62K
29.5K $1.24M
Feb 14, 2019 Q4 2018
Parallax Volatility Advisers, L.P.

San Francisco, CA
SELL
 -
-75
- 98.68%
$8.04K - $10.6K
1 $42.2
Feb 19, 2019 Q4 2018
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-91
- 1.59%
$9.76K - $12.8K
5.62K $237K
Feb 05, 2019 Q4 2018
Destination Wealth Management

SELL
 -
-98
Closed
$10.5K - $13.8K
0 $0
Feb 12, 2019 Q4 2018
Northwestern Mutual Wealth Management CO

SELL
 -
-100
- 9.44%
$10.7K - $14.1K
959 $40.5K
Feb 11, 2019 Q4 2018
Scotia Capital Inc.

SELL
 -
-100
- 1.56%
$10.7K - $14.1K
6.32K $266K
Feb 08, 2019 Q4 2018
Stratos Wealth Partners, Ltd.

SELL
 -
-156
- 3.59%
$16.7K - $22K
4.19K $177K
Feb 11, 2019 Q4 2018
Girard Partners Ltd.

SELL
 -
-256
Closed
$27.5K - $36K
0 $0
Jan 29, 2019 Q4 2018
West Coast Financial LLC

SELL
 -
-304
- 5.59%
$32.6K - $42.8K
5.14K $217K
Feb 11, 2019 Q4 2018
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-309
- 4.47%
$33.1K - $43.5K
6.61K $279K
Feb 01, 2019 Q4 2018
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-315
Closed
$33.8K - $44.3K
0 $0
Feb 15, 2019 Q4 2018
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-350
Closed
$37.5K - $49.3K
0 $0
Jan 24, 2019 Q4 2018
Strategic Wealth Partners, Ltd.

Independence, OH
SELL
 -
-351
- 2.66%
$37.6K - $49.4K
12.9K $542K
Feb 13, 2019 Q4 2018
Stifel Financial Corp

St. Louis, MO
SELL
 -
-355
- 12.75%
$38.1K - $50K
2.43K $102K
Feb 14, 2019 Q4 2018
Ubs Group Ag

SELL
 -
-359
- 0.15%
$38.5K - $50.5K
241K $10.2M
Jan 08, 2024 Q4 2018
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-388
- 12.56%
$41.6K - $54.6K
2.7K $114K
Jan 17, 2019 Q4 2018
Polaris Wealth Advisory Group, LLC

SELL
 -
-502
- 1.82%
$53.8K - $70.7K
27.2K $1.15M
Feb 13, 2019 Q4 2018
Us Bancorp \De\

SELL
 -
-586
- 1.91%
$62.8K - $82.5K
30.1K $1.27M
Jan 28, 2019 Q4 2018
Flagship Harbor Advisors, LLC

SELL
 -
-607
- 54.15%
$65.1K - $85.4K
514 $21.7K
Feb 14, 2019 Q4 2018
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-659
- 6.16%
$70.7K - $92.8K
10K $424K
Jan 15, 2019 Q4 2018
Forvis Wealth Advisors, LLC

SELL
 -
-729
- 5.53%
$78.2K - $103K
12.5K $526K
Feb 14, 2019 Q4 2018
Callan Capital, LLC

La Jolla, CA
SELL
 -
-821
- 1.59%
$88K - $116K
50.7K $2.14M
Jan 22, 2019 Q4 2018
Clearwater Capital Advisors, LLC

SELL
 -
-875
- 10.31%
$93.8K - $123K
7.61K $321K
Jan 23, 2019 Q4 2018
Ifp Advisors, Inc

SELL
 -
-881
- 94.02%
$94.5K - $124K
56 $2.36K
Jan 29, 2019 Q4 2018
Tillar Wenstrup Advisors, LLC

SELL
 -
-891
- 3.72%
$95.6K - $125K
23.1K $973K
Feb 05, 2019 Q4 2018
Bridgeworth, LLC

Birmingham, AL
SELL
 -
-993
- 12.56%
$106K - $140K
6.91K $292K
Jan 25, 2019 Q4 2018
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-1K
Closed
$107K - $141K
0 $0
Feb 14, 2019 Q4 2018
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-1.2K
- 21.58%
$129K - $169K
4.37K $184K
Feb 15, 2019 Q4 2018
Cetera Advisors LLC

Denver, CO
SELL
 -
-1.26K
- 36.28%
$135K - $177K
2.21K $93.2K
Feb 08, 2019 Q4 2018
Gen Trust, LLC

SELL
 -
-1.4K
- 41.26%
$150K - $196K
1.99K $83.8K
Jan 28, 2019 Q4 2018
Jfs Wealth Advisors, LLC

SELL
 -
-1.4K
- 3.76%
$150K - $197K
35.8K $1.51M
Feb 07, 2019 Q4 2018
Fine Mark National Bank & Trust

Fort Myers, FL
SELL
 -
-1.43K
Closed
$154K - $202K
0 $0
Jan 31, 2019 Q4 2018
Old National Bancorp

SELL
 -
-1.51K
Closed
$161K - $212K
0 $0

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