Purchases and Sales Made in Q4 2020 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 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
Jan 20, 2021 Q4 2020
Solitude Financial Services

BUY
 -
36.6K
New
$4.35M - $5.54M
36.6K $1.52M
Feb 09, 2021 Q4 2020
Wells Fargo & Company

San Francisco, CA
BUY
 -
12.5K
+ 16.79%
$1.48M - $1.89M
86.8K $3.62M
Feb 12, 2021 Q4 2020
Lpl Financial LLC

Fort Mill, SC
BUY
 -
10.4K
+ 11.07%
$1.24M - $1.58M
104K $4.35M
Aug 30, 2024 Q4 2020
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
9.19K
+ 4.29%
$1.09M - $1.39M
223K $9.31M
Feb 10, 2021 Q4 2020
Sterling Financial Planning, Inc.

BUY
 -
8.1K
New
$963K - $1.23M
8.1K $338K
Feb 03, 2021 Q4 2020
Syverson Strege & CO

West Des Moines, IA
BUY
 -
7.44K
New
$884K - $1.13M
7.44K $310K
Jan 20, 2021 Q4 2020
Kestra Advisory Services, LLC

BUY
 -
7.26K
+ 6851.89%
$864K - $1.1M
7.37K $307K
Feb 16, 2021 Q4 2020
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
5.7K
+ 2.19%
$678K - $864K
266K $11.1M
Feb 16, 2021 Q4 2020
Tradition Wealth Management, LLC

BUY
 -
5.59K
New
$664K - $847K
5.59K $233K
Feb 17, 2021 Q4 2020
Jane Street Group, LLC

New York, NY
BUY
 -
5.25K
New
$624K - $795K
5.25K $219K
Feb 12, 2021 Q4 2020
Raymond James & Associates

St Petersburg, FL
BUY
 -
3.86K
+ 1.51%
$459K - $585K
259K $10.8M
Feb 10, 2021 Q4 2020
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
3.5K
New
$416K - $530K
3.5K $146K
Feb 16, 2021 Q4 2020
Hoese & CO LLP

BUY
 -
3.35K
New
$398K - $507K
3.35K $139K
Feb 02, 2021 Q4 2020
Parallel Advisors, LLC

BUY
 -
3.19K
+ 184.21%
$379K - $483K
4.91K $205K
Feb 12, 2021 Q4 2020
Waddell & Associates, LLC

BUY
 -
2.87K
+ 2.36%
$341K - $434K
124K $5.19M
Feb 16, 2021 Q4 2020
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
2.29K
New
$272K - $346K
2.29K $95.3K
Apr 01, 2021 Q4 2020
Private Advisor Group, LLC

BUY
 -
2.09K
+ 24.65%
$248K - $316K
10.6K $440K
Feb 12, 2021 Q4 2020
Credit Suisse Ag

Zurich, V8
BUY
 -
1.61K
New
$192K - $245K
1.61K $67.3K
Jan 21, 2021 Q4 2020
Abbrea Capital, LLC

BUY
 -
1.53K
New
$182K - $232K
1.53K $63.9K
Jan 26, 2021 Q4 2020
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
1.48K
New
$176K - $224K
1.48K $61.7K
Jan 29, 2021 Q4 2020
Cornerstone Wealth Management, LLC

BUY
 -
1.45K
+ 10.13%
$173K - $220K
15.8K $659K
Feb 10, 2021 Q4 2020
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
1.44K
New
$172K - $219K
1.44K $60.1K
Feb 16, 2021 Q4 2020
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1.37K
New
$162K - $207K
1.37K $56.9K
Feb 02, 2021 Q4 2020
Addison Advisors LLC

BUY
 -
1.23K
New
$146K - $186K
1.23K $51.1K
Feb 04, 2021 Q4 2020
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
968
New
$115K - $147K
968 $40.3K
Mar 10, 2021 Q4 2020
Hm Payson & CO

Portland, ME
BUY
 -
945
New
$112K - $143K
945 $39.4K
Feb 16, 2021 Q4 2020
Belpointe Asset Management LLC

BUY
 -
899
New
$107K - $136K
899 $37.5K
Feb 16, 2021 Q4 2020
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
729
+ 7.67%
$86.7K - $110K
10.2K $427K
Feb 03, 2021 Q4 2020
Canton Hathaway, LLC

BUY
 -
649
New
$77.2K - $98.4K
649 $27.1K
Feb 12, 2021 Q4 2020
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
597
+ 7.68%
$71K - $90.5K
8.37K $349K
Jan 19, 2021 Q4 2020
Tap Consulting, LLC

BUY
 -
450
+ 6.99%
$53.5K - $68.2K
6.89K $287K
Jan 28, 2021 Q4 2020
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
425
+ 2.7%
$50.5K - $64.4K
16.2K $675K
Feb 16, 2021 Q4 2020
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
335
+ 8.41%
$39.8K - $50.8K
4.32K $180K
Jan 29, 2021 Q4 2020
Creative Planning

Overland Park, KS
BUY
 -
324
+ 5.1%
$38.5K - $49.1K
6.67K $278K
Feb 04, 2021 Q4 2020
Cambridge Investment Research Advisors, Inc.

BUY
 -
311
+ 11.02%
$37K - $47.1K
3.13K $131K
May 24, 2021 Q4 2020
Sargent Bickham Lagudis LLC

BUY
 -
256
New
$30.4K - $38.8K
256 $10.7K
Feb 16, 2021 Q4 2020
Captrust Financial Advisors

Raleigh, NC
BUY
 -
255
New
$30.3K - $38.6K
255 $10.6K
Feb 12, 2021 Q4 2020
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
230
+ 2.46%
$27.4K - $34.9K
9.59K $400K
Jan 29, 2021 Q4 2020
Bellwether Advisors, LLC

BUY
 -
205
New
$24.4K - $31.1K
205 $8.54K
Feb 05, 2021 Q4 2020
Smith Shellnut Wilson LLC

BUY
 -
164
New
$19.5K - $24.9K
164 $6.84K
Feb 09, 2021 Q4 2020
Arkadios Wealth Advisors

BUY
 -
163
New
$19.4K - $24.7K
163 $6.79K
Jan 29, 2021 Q4 2020
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
157
New
$18.7K - $23.8K
157 $6.54K
Feb 12, 2021 Q4 2020
Mercer Global Advisors Inc

Denver, CO
BUY
 -
132
+ 7.19%
$15.7K - $20K
1.97K $82.1K
May 15, 2024 Q4 2020
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
114
New
$13.6K - $17.3K
114 $4.75K
Jan 20, 2021 Q4 2020
Lex Aurum Advisors, LLC

BUY
 -
114
+ 4.47%
$13.6K - $17.3K
2.66K $111K
Jan 25, 2021 Q4 2020
Capital Investment Advisory Services, LLC

BUY
 -
101
+ 27.52%
$12K - $15.3K
468 $19.5K
Feb 11, 2021 Q4 2020
Northern Trust Corp

Chicago, IL
BUY
 -
100
+ 3.83%
$11.9K - $15.2K
2.71K $113K
Feb 11, 2021 Q4 2020
Bison Wealth, LLC

BUY
 -
87
New
$10.3K - $13.2K
87 $3.63K
Feb 16, 2021 Q4 2020
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
70
+ 1.52%
$8.32K - $10.6K
4.67K $195K

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