Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2020
Q4 2019
|
Brighton Jones LLC
|
BUY
|
- |
125+ 4.37% |
$15.4K - $17.2K
|
2.99K
$126K
|
|
|
Feb 05, 2020
Q4 2019
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
123New |
$15.1K - $16.9K
|
123
$5.19K
|
|
|
Feb 14, 2020
Q4 2019
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
120+ 4.69% |
$14.8K - $16.5K
|
2.68K
$113K
|
|
|
Feb 12, 2020
Q4 2019
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
66+ 1.79% |
$8.12K - $9.08K
|
3.74K
$158K
|
|
|
Feb 11, 2020
Q4 2019
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
13+ 0.1% |
$1.6K - $1.79K
|
12.5K
$528K
|
|
|
Feb 04, 2020
Q4 2019
|
Advisory Services Network, LLC
|
BUY
|
- |
11+ 3.23% |
$1.35K - $1.51K
|
352
$14.9K
|
|
|
Jan 13, 2020
Q4 2019
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.06% |
$861 - $963
|
11.6K
$490K
|
|
|
Feb 10, 2020
Q4 2019
|
Private Advisor Group, LLC
|
BUY
|
- |
7+ 0.11% |
$861 - $963
|
6.56K
$277K
|
|
|
Feb 04, 2020
Q4 2019
|
Park Avenue Securities LLC
|
BUY
|
- |
7+ 0.33% |
$861 - $963
|
2.11K
$88.9K
|
|
|
Jan 22, 2020
Q4 2019
|
Savior LLC
|
BUY
|
- |
6New |
$738 - $825
|
6
$253
|
|
|
Jan 13, 2020
Q4 2019
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
5New |
$615 - $688
|
5
$211
|
|
|
Jan 06, 2020
Q4 2019
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
5+ 0.2% |
$615 - $688
|
2.52K
$106K
|
|
|
Feb 13, 2020
Q4 2019
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.05% |
$369 - $413
|
5.47K
$231K
|
|
|
Feb 06, 2020
Q4 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 2.0% |
$123 - $138
|
51
$2.15K
|
|
|
Feb 14, 2020
Q4 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-10- 2.46% |
$1.23K - $1.38K
|
396
$16.7K
|
|
|
Jan 27, 2020
Q4 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-10Closed |
$1.23K - $1.38K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Natixis
Paris, I0 |
SELL
|
- |
-13- 0.35% |
$1.6K - $1.79K
|
3.67K
$155K
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-18Closed |
$2.21K - $2.48K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Whittier Trust CO
|
SELL
|
- |
-22- 70.97% |
$2.71K - $3.03K
|
9
$380
|
|
|
Jan 30, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-34- 1.4% |
$4.18K - $4.68K
|
2.39K
$101K
|
|
|
Jan 08, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-34- 1.4% |
$4.18K - $4.68K
|
2.39K
$101K
|
|
|
Jan 23, 2020
Q4 2019
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-38- 2.08% |
$4.67K - $5.23K
|
1.79K
$75.4K
|
|
|
Feb 07, 2020
Q4 2019
|
Evoke Wealth, LLC
|
SELL
|
- |
-42Closed |
$5.17K - $5.78K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-51- 0.36% |
$6.27K - $7.02K
|
14K
$590K
|
|
|
Feb 05, 2020
Q4 2019
|
Horan Securities, Inc.
|
SELL
|
- |
-54Closed |
$6.64K - $7.43K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
D.A. Davidson & Co.
|
SELL
|
- |
-68- 1.89% |
$8.36K - $9.35K
|
3.53K
$149K
|
|
|
Feb 07, 2020
Q4 2019
|
Lincoln National Corp
|
SELL
|
- |
-70- 4.0% |
$8.61K - $9.63K
|
1.68K
$71K
|
|
|
Jan 14, 2020
Q4 2019
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-72Closed |
$8.86K - $9.9K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Valley National Advisers Inc
|
SELL
|
- |
-75- 30.0% |
$9.23K - $10.3K
|
175
$7.38K
|
|
|
Jan 21, 2020
Q4 2019
|
Gen Trust, LLC
|
SELL
|
- |
-76- 4.45% |
$9.35K - $10.5K
|
1.63K
$68.8K
|
|
|
Jan 22, 2020
Q4 2019
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-86Closed |
$10.6K - $11.8K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-94- 1.47% |
$11.6K - $12.9K
|
6.29K
$265K
|
|
|
Jan 17, 2020
Q4 2019
|
Ifp Advisors, Inc
|
SELL
|
- |
-200Closed |
$24.6K - $27.5K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Scotia Capital Inc.
|
SELL
|
- |
-205- 3.32% |
$25.2K - $28.2K
|
5.97K
$252K
|
|
|
Feb 11, 2020
Q4 2019
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-222- 92.12% |
$27.3K - $30.5K
|
19
$802
|
|
|
Jan 06, 2020
Q4 2019
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-237Closed |
$29.2K - $32.6K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-250Closed |
$30.8K - $34.4K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-253- 4.21% |
$31.1K - $34.8K
|
5.75K
$243K
|
|
|
Feb 14, 2020
Q4 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-257- 3.91% |
$31.6K - $35.4K
|
6.32K
$266K
|
|
|
Jan 29, 2020
Q4 2019
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-287- 9.27% |
$35.3K - $39.5K
|
2.81K
$119K
|
|
|
Jan 17, 2020
Q4 2019
|
West Coast Financial LLC
|
SELL
|
- |
-300- 6.93% |
$36.9K - $41.3K
|
4.03K
$170K
|
|
|
Feb 04, 2020
Q4 2019
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-310- 5.03% |
$38.1K - $42.6K
|
5.86K
$247K
|
|
|
Jan 15, 2020
Q4 2019
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-338- 5.22% |
$41.6K - $46.5K
|
6.14K
$259K
|
|
|
Feb 14, 2020
Q4 2019
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-347- 0.44% |
$42.7K - $47.7K
|
79.1K
$3.34M
|
|
|
Feb 10, 2020
Q4 2019
|
Lvw Advisors, LLC
|
SELL
|
- |
-429- 2.66% |
$52.8K - $59K
|
15.7K
$662K
|
|
|
Feb 03, 2020
Q4 2019
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-429- 1.6% |
$52.8K - $59K
|
26.4K
$1.11M
|
|
|
Feb 05, 2020
Q4 2019
|
Private Ocean, LLC
|
SELL
|
- |
-443- 1.67% |
$54.5K - $60.9K
|
26.1K
$1.1M
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-466Closed |
$57.3K - $64.1K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Umb Bank, N.A.
|
SELL
|
- |
-520- 16.5% |
$64K - $71.5K
|
2.63K
$111K
|