Purchases and Sales Made in Q4 2023 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 2023. 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 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
3
+ 0.35%
$91.1 - $114
869 $36.7K
Aug 08, 2024 Q4 2023
Abound Wealth Management

Franklin, TN
BUY
 -
2
+ 0.22%
$60.8 - $76.3
894 $37.7K
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

BUY
 -
2
+ 0.01%
$60.8 - $76.3
22.3K $942K
Feb 05, 2024 Q4 2023
Essex Financial Services, Inc.

BUY
 -
2
+ 0.02%
$60.8 - $76.3
11.4K $481K
Jan 10, 2024 Q4 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
1
+ 0.42%
$30.4 - $38.2
237 $10K
Feb 05, 2024 Q4 2023
Plante Moran Financial Advisors, LLC

BUY
 -
1
New
$30.4 - $38.2
1 $42.2
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1
+ 0.38%
$30.4 - $38.2
266 $11.2K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 09, 2024 Q4 2023
Assetmark, Inc

SELL
 -
-15
- 0.45%
$456 - $572
3.34K $141K
Feb 14, 2024 Q4 2023
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-20
- 0.53%
$608 - $763
3.73K $157K
Jan 16, 2024 Q4 2023
Prairiewood Capital, LLC

SELL
 -
-63
- 0.61%
$1.91K - $2.4K
10.3K $436K
Feb 12, 2024 Q4 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-69
- 0.12%
$2.1K - $2.63K
55.2K $2.33M
Jan 24, 2024 Q4 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-111
- 0.67%
$3.37K - $4.23K
16.4K $694K
Jan 31, 2024 Q4 2023
Sterling Financial Planning, Inc.

SELL
 -
-131
- 0.65%
$3.98K - $5K
19.9K $841K
Feb 14, 2024 Q4 2023
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-133
- 1.35%
$4.04K - $5.07K
9.74K $411K
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

SELL
 -
-135
- 1.01%
$4.1K - $5.15K
13.3K $561K
Jan 17, 2024 Q4 2023
Ifg Advisory, LLC

SELL
 -
-156
- 2.25%
$4.74K - $5.95K
6.76K $285K
Jan 11, 2024 Q4 2023
West Coast Financial LLC

SELL
 -
-160
- 2.2%
$4.86K - $6.1K
7.13K $301K
Feb 12, 2024 Q4 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-180
- 0.28%
$5.47K - $6.87K
64.9K $2.74M
Jan 18, 2024 Q4 2023
Verum Partners LLC

Charlotte, NC
SELL
 -
-196
- 0.74%
$5.95K - $7.48K
26.4K $1.11M
Feb 14, 2024 Q4 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-235
- 44.34%
$7.14K - $8.97K
295 $12.4K
Jan 08, 2024 Q4 2023
Bartlett & Co. LLC

SELL
 -
-235
- 44.34%
$7.14K - $8.97K
295 $12.4K
Feb 14, 2024 Q4 2023
Comerica Bank

SELL
 -
-238
- 2.78%
$7.23K - $9.08K
8.31K $351K
Feb 13, 2024 Q4 2023
Financial Alternatives, Inc

La Jolla, CA
SELL
 -
-394
- 4.13%
$12K - $15K
9.14K $386K
Feb 13, 2024 Q4 2023
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-400
- 10.23%
$12.2K - $15.3K
3.51K $148K
Feb 14, 2024 Q4 2023
Kestra Advisory Services, LLC

SELL
 -
-404
- 0.83%
$12.3K - $15.4K
48.5K $2.04M
Feb 13, 2024 Q4 2023
Natixis

Paris, I0
SELL
 -
-491
- 1.55%
$14.9K - $18.7K
31.1K $1.31M
Feb 14, 2024 Q4 2023
Colonial Trust Advisors

Spartanburg, SC
SELL
 -
-500
- 6.54%
$15.2K - $19.1K
7.15K $302K
Feb 06, 2024 Q4 2023
Aviance Capital Partners, LLC

Naples, FL
SELL
 -
-500
- 4.62%
$15.2K - $19.1K
10.3K $435K
Jan 10, 2024 Q4 2023
Legacy Private Trust Co.

SELL
 -
-501
- 0.49%
$15.2K - $19.1K
102K $4.3M
Feb 09, 2024 Q4 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-502
- 3.8%
$15.3K - $19.2K
12.7K $536K
Feb 13, 2024 Q4 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-520
- 5.31%
$15.8K - $19.8K
9.27K $391K
Feb 14, 2024 Q4 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
SELL
 -
-637
- 9.12%
$19.4K - $24.3K
6.35K $268K
Feb 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

SELL
 -
-637
- 9.12%
$19.4K - $24.3K
6.35K $268K
Jan 24, 2024 Q4 2023
Allworth Financial LP

SELL
 -
-645
- 40.57%
$19.6K - $24.6K
945 $39.9K
Jan 22, 2024 Q4 2023
Private Ocean, LLC

SELL
 -
-658
- 0.77%
$20K - $25.1K
84.9K $3.58M
Feb 12, 2024 Q4 2023
Wms Partners, LLC

SELL
 -
-688
- 1.98%
$20.9K - $26.2K
34K $1.44M
Feb 05, 2024 Q4 2023
Stegent Equity Advisors, Inc.

Houston, TX
SELL
 -
-800
- 11.31%
$24.3K - $30.5K
6.27K $265K
Feb 07, 2024 Q4 2023
Jfs Wealth Advisors, LLC

SELL
 -
-834
- 1.29%
$25.3K - $31.8K
63.9K $2.69M
Feb 12, 2024 Q4 2023
Tradition Wealth Management, LLC

SELL
 -
-1.11K
- 7.0%
$33.7K - $42.3K
14.7K $622K
Feb 06, 2024 Q4 2023
Spire Wealth Management

SELL
 -
-1.26K
- 12.46%
$38.2K - $47.9K
8.82K $372K
Jan 04, 2024 Q4 2023
Hoese & CO LLP

SELL
 -
-1.5K
- 14.45%
$45.6K - $57.2K
8.88K $375K
Feb 13, 2024 Q4 2023
Shakespeare Wealth Management, Inc.

Pewaukee, WI
SELL
 -
-1.54K
- 5.33%
$46.8K - $58.8K
27.4K $1.16M
Apr 16, 2024 Q4 2023
Kathmere Capital Management, LLC

Wayne, PA
SELL
 -
-1.63K
- 10.99%
$49.6K - $62.3K
13.2K $558K
Feb 02, 2024 Q4 2023
New England Private Wealth Advisors LLC

Wellesley, MA
SELL
 -
-1.72K
- 6.19%
$52.2K - $65.5K
26K $1.1M
Feb 06, 2024 Q4 2023
Private Advisor Group, LLC

SELL
 -
-1.84K
- 4.01%
$55.9K - $70.2K
44K $1.86M
Feb 14, 2024 Q4 2023
Creative Planning

Overland Park, KS
SELL
 -
-1.91K
- 2.32%
$58K - $72.8K
80.5K $3.4M
Jan 16, 2024 Q4 2023
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-1.91K
- 2.69%
$58.1K - $72.9K
69.3K $2.92M
Jan 29, 2024 Q4 2023
Market Street Wealth Management Advisors LLC

SELL
 -
-1.95K
- 11.41%
$59.4K - $74.5K
15.2K $640K

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