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 14, 2020
Q4 2019
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-529- 16.53% |
$65.1K - $72.8K
|
2.67K
$113K
|
|
|
Jan 24, 2020
Q4 2019
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-591- 2.84% |
$72.7K - $81.3K
|
20.2K
$854K
|
|
|
Jan 15, 2020
Q4 2019
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-619- 1.5% |
$76.1K - $85.1K
|
40.7K
$1.72M
|
|
|
Jan 24, 2020
Q4 2019
|
Stone X Group Inc.
|
SELL
|
- |
-661- 26.69% |
$81.3K - $90.9K
|
1.82K
$76.6K
|
|
|
Jan 29, 2020
Q4 2019
|
Charles Schwab Trust CO
|
SELL
|
- |
-677- 1.89% |
$83.3K - $93.1K
|
35.2K
$1.49M
|
|
|
Jan 21, 2020
Q4 2019
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-836- 18.17% |
$103K - $115K
|
3.77K
$159K
|
|
|
Feb 10, 2020
Q4 2019
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.4K- 12.36% |
$173K - $193K
|
9.95K
$420K
|
|
|
Feb 04, 2020
Q4 2019
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.87K- 19.29% |
$230K - $257K
|
7.82K
$330K
|
|
|
Feb 13, 2020
Q4 2019
|
Evensky & Katz LLC
|
SELL
|
- |
-2.07K- 95.09% |
$255K - $285K
|
107
$4.51K
|
|
|
Feb 05, 2020
Q4 2019
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.07K- 2.79% |
$255K - $285K
|
72.2K
$3.05M
|
|
|
Feb 14, 2020
Q4 2019
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2.72KClosed |
$334K - $374K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2.91K- 7.62% |
$357K - $400K
|
35.2K
$1.49M
|
|
|
Feb 13, 2020
Q4 2019
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.19K- 58.58% |
$516K - $577K
|
2.97K
$125K
|
|
|
Jan 27, 2020
Q4 2019
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.21K- 86.33% |
$517K - $579K
|
666
$28.1K
|
|
|
Feb 14, 2020
Q4 2019
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-5.29K- 11.28% |
$650K - $727K
|
41.6K
$1.75M
|
|
|
Feb 12, 2020
Q4 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.09K- 7.76% |
$749K - $837K
|
72.3K
$3.05M
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-6.75KClosed |
$830K - $929K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Waddell & Associates, LLC
|
SELL
|
- |
-6.99K- 2.47% |
$860K - $961K
|
276K
$11.6M
|
|
|
Jan 24, 2020
Q4 2019
|
Sheets Smith Wealth Management
|
SELL
|
- |
-7.08K- 70.8% |
$871K - $974K
|
2.92K
$123K
|
|
|
Jan 14, 2020
Q4 2019
|
Legacy Private Trust Co.
|
SELL
|
- |
-14K- 13.41% |
$1.72M - $1.92M
|
90.1K
$3.8M
|
|
|
Jan 29, 2020
Q4 2019
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-25.3KClosed |
$3.11M - $3.48M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-27.6K- 3.81% |
$3.4M - $3.8M
|
696K
$29.4M
|
|
|
Feb 14, 2020
Q4 2019
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-38.9K- 86.41% |
$4.79M - $5.36M
|
6.12K
$258K
|
|
|
Feb 13, 2020
Q4 2019
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-55.9K- 2.23% |
$6.87M - $7.68M
|
2.45M
$103M
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Group Ag
|
SELL
|
- |
-83.5K- 35.83% |
$10.3M - $11.5M
|
150K
$6.31M
|
|
|
Jan 10, 2020
Q4 2019
|
Trilogy Capital Inc.
|
SELL
|
- |
-140K- 98.22% |
$17.2M - $19.2M
|
2.53K
$107K
|
|
|
Feb 11, 2020
Q4 2019
|
Argi Investment Services, LLC
|
SELL
|
- |
-540K- 90.99% |
$66.5M - $74.3M
|
53.5K
$2.26M
|