Purchases and Sales Made in Q4 2020 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 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
60+ 1.27% |
$7.14K - $9.09K
|
4.8K
$202K
|
|
Feb 02, 2021
Q4 2020
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
50New |
$5.95K - $7.58K
|
50
$2.11K
|
|
Feb 16, 2021
Q4 2020
|
Interchange Capital Partners, LLC
|
BUY
|
- |
30New |
$3.57K - $4.55K
|
30
$1.27K
|
|
Jan 12, 2021
Q4 2020
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
26+ 1.03% |
$3.09K - $3.94K
|
2.56K
$108K
|
|
Feb 16, 2021
Q4 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
21+ 0.93% |
$2.5K - $3.18K
|
2.29K
$96.4K
|
|
Feb 11, 2021
Q4 2020
|
Scotia Capital Inc.
|
BUY
|
- |
17+ 0.36% |
$2.02K - $2.58K
|
4.78K
$202K
|
|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
16+ 0.51% |
$1.9K - $2.42K
|
3.15K
$133K
|
|
Jan 08, 2024
Q4 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6+ 0.31% |
$714 - $909
|
1.92K
$81K
|
|
Feb 18, 2021
Q4 2020
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5+ 0.12% |
$595 - $758
|
4.13K
$174K
|
|
May 14, 2021
Q4 2020
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
5New |
$595 - $758
|
5
$211
|
|
Jan 29, 2021
Q4 2020
|
Private Ocean, LLC
|
BUY
|
- |
4+ 0.02% |
$476 - $606
|
20.6K
$868K
|
|
Feb 16, 2021
Q4 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.25% |
$238 - $303
|
802
$33.8K
|
|
Feb 10, 2021
Q4 2020
|
Brighton Jones LLC
|
BUY
|
- |
2+ 0.07% |
$238 - $303
|
2.97K
$125K
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Mar 10, 2021
Q4 2020
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2- 0.09% |
$238 - $303
|
2.18K
$91.8K
|
|
Feb 11, 2021
Q4 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 16.67% |
$595 - $758
|
25
$1.05K
|
|
Feb 16, 2021
Q4 2020
|
Wealthfront Advisers LLC
|
SELL
|
- |
-7- 0.22% |
$832 - $1.06K
|
3.23K
$136K
|
|
Jan 20, 2021
Q4 2020
|
Park Avenue Securities LLC
|
SELL
|
- |
-22- 1.06% |
$2.62K - $3.33K
|
2.05K
$86.5K
|
|
Feb 12, 2021
Q4 2020
|
Natixis
Paris, I0 |
SELL
|
- |
-29- 0.55% |
$3.45K - $4.39K
|
5.28K
$223K
|
|
Jan 13, 2021
Q4 2020
|
Sheets Smith Wealth Management
|
SELL
|
- |
-43- 2.17% |
$5.11K - $6.52K
|
1.94K
$81.6K
|
|
Jan 21, 2021
Q4 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-48- 1.71% |
$5.71K - $7.27K
|
2.75K
$116K
|
|
Feb 02, 2021
Q4 2020
|
Townsend Asset Management Corp
|
SELL
|
- |
-48- 1.97% |
$5.71K - $7.27K
|
2.39K
$101K
|
|
Jan 14, 2021
Q4 2020
|
Charles Schwab Trust CO
|
SELL
|
- |
-62- 0.16% |
$7.37K - $9.4K
|
38.6K
$1.63M
|
|
Feb 16, 2021
Q4 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-74- 60.66% |
$8.8K - $11.2K
|
48
$2.03K
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-77- 3.25% |
$9.16K - $11.7K
|
2.3K
$96.8K
|
|
Feb 05, 2021
Q4 2020
|
Trilogy Capital Inc.
|
SELL
|
- |
-94- 2.13% |
$11.2K - $14.2K
|
4.31K
$182K
|
|
Jan 13, 2021
Q4 2020
|
Raymond James Trust N.A.
|
SELL
|
- |
-94- 1.6% |
$11.2K - $14.2K
|
5.79K
$244K
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-96Closed |
$11.4K - $14.5K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-129- 2.55% |
$15.3K - $19.5K
|
4.93K
$208K
|
|
Jan 25, 2021
Q4 2020
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-135- 3.07% |
$16.1K - $20.5K
|
4.27K
$180K
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-150Closed |
$17.8K - $22.7K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-186Closed |
$22.1K - $28.2K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-198- 13.03% |
$23.5K - $30K
|
1.32K
$55.8K
|
|
Jan 26, 2021
Q4 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-210- 15.05% |
$25K - $31.8K
|
1.19K
$50K
|
|
Feb 03, 2021
Q4 2020
|
West Coast Financial LLC
|
SELL
|
- |
-219- 7.55% |
$26K - $33.2K
|
2.68K
$113K
|
|
Feb 12, 2021
Q4 2020
|
Personal Capital Advisors Corp
|
SELL
|
- |
-230- 12.0% |
$27.4K - $34.9K
|
1.69K
$71.2K
|
|
Feb 16, 2021
Q4 2020
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-242- 2.7% |
$28.8K - $36.7K
|
8.72K
$368K
|
|
Jan 11, 2021
Q4 2020
|
Carlson Capital Management
|
SELL
|
- |
-254- 11.29% |
$30.2K - $38.5K
|
2K
$84.2K
|
|
Feb 12, 2021
Q4 2020
|
Oakworth Capital, Inc.
|
SELL
|
- |
-258Closed |
$30.7K - $39.1K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-300- 0.67% |
$35.7K - $45.5K
|
44.5K
$1.88M
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-315- 2.33% |
$37.5K - $47.7K
|
13.2K
$557K
|
|
Feb 11, 2021
Q4 2020
|
Accredited Investors Inc.
|
SELL
|
- |
-334- 1.88% |
$39.7K - $50.6K
|
17.4K
$735K
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-339Closed |
$40.3K - $51.4K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Comerica Bank
|
SELL
|
- |
-378- 17.86% |
$45K - $57.3K
|
1.74K
$73.4K
|
|
Feb 03, 2021
Q4 2020
|
Resource Planning Group
|
SELL
|
- |
-464- 2.84% |
$55.2K - $70.3K
|
15.9K
$671K
|
|
Feb 16, 2021
Q4 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-512- 33.31% |
$60.9K - $77.6K
|
1.03K
$43.2K
|
|
Feb 10, 2021
Q4 2020
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-544- 10.64% |
$64.7K - $82.4K
|
4.57K
$193K
|
|
Feb 12, 2021
Q4 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-554- 14.69% |
$65.9K - $84K
|
3.22K
$136K
|
|
Feb 16, 2021
Q4 2020
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-555- 6.6% |
$66K - $84.1K
|
7.85K
$331K
|