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 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-728Closed |
$86.6K - $110K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.06K- 3.79% |
$126K - $161K
|
27K
$1.14M
|
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.21K- 55.61% |
$143K - $183K
|
962
$40.6K
|
|
|
Jan 22, 2021
Q4 2020
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 11.92% |
$145K - $185K
|
9K
$380K
|
|
|
Jan 15, 2021
Q4 2020
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.26K- 0.96% |
$149K - $190K
|
130K
$5.47M
|
|
|
Feb 04, 2021
Q4 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.4K- 54.75% |
$166K - $212K
|
1.16K
$48.8K
|
|
|
Feb 16, 2021
Q4 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.85K- 52.33% |
$220K - $281K
|
1.69K
$71.2K
|
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.9K- 8.46% |
$226K - $288K
|
20.5K
$867K
|
|
|
Feb 11, 2021
Q4 2020
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.03K- 32.66% |
$242K - $308K
|
4.19K
$177K
|
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.1KClosed |
$250K - $318K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.26K- 2.49% |
$268K - $342K
|
88.3K
$3.73M
|
|
|
Feb 12, 2021
Q4 2020
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.36KClosed |
$280K - $357K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.42K- 3.52% |
$288K - $367K
|
66.3K
$2.8M
|
|
|
Feb 01, 2021
Q4 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.52K- 11.66% |
$300K - $382K
|
19.1K
$807K
|
|
|
Feb 11, 2021
Q4 2020
|
Argi Investment Services, LLC
|
SELL
|
- |
-2.61K- 7.99% |
$310K - $395K
|
30K
$1.27M
|
|
|
Jan 14, 2021
Q4 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.61K- 14.37% |
$311K - $396K
|
15.6K
$657K
|
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.92KClosed |
$347K - $442K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.93K- 10.82% |
$348K - $444K
|
24.1K
$1.02M
|
|
|
Jan 12, 2021
Q4 2020
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-3.2KClosed |
$381K - $485K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-3.41K- 55.33% |
$405K - $516K
|
2.75K
$116K
|
|
|
Feb 02, 2021
Q4 2020
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.5K- 10.02% |
$416K - $531K
|
31.4K
$1.33M
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.3K- 4.44% |
$512K - $652K
|
92.6K
$3.91M
|
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
SELL
|
- |
-4.93K- 21.21% |
$586K - $747K
|
18.3K
$772K
|
|
|
Jan 15, 2021
Q4 2020
|
Marquette Asset Management, LLC
|
SELL
|
- |
-6K- 20.48% |
$714K - $910K
|
23.3K
$983K
|
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.39K- 10.74% |
$760K - $968K
|
53.1K
$2.24M
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.8K- 25.46% |
$1.05M - $1.33M
|
25.7K
$1.09M
|
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.6K- 46.49% |
$1.73M - $2.21M
|
16.8K
$707K
|
|
|
Feb 16, 2021
Q4 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-20K- 3.18% |
$2.37M - $3.03M
|
608K
$25.7M
|
|
|
Feb 16, 2021
Q4 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-20.9K- 74.07% |
$2.48M - $3.16M
|
7.31K
$308K
|
|
|
Mar 31, 2021
Q4 2020
|
Sws Partners
|
SELL
|
- |
-21.2K- 94.0% |
$2.52M - $3.21M
|
1.35K
$57.1K
|
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44.1K- 28.21% |
$5.25M - $6.68M
|
112K
$4.74M
|
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
SELL
|
- |
-45.9K- 45.87% |
$5.46M - $6.96M
|
54.2K
$2.29M
|
|
|
Feb 16, 2021
Q4 2020
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-46.6K- 22.92% |
$5.54M - $7.06M
|
157K
$6.61M
|
|
|
Feb 16, 2021
Q4 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-188K- 6.79% |
$22.4M - $28.5M
|
2.58M
$109M
|