Institutional Ownership Invesco Ftse Rafi Us 1500 Smal (PRFZ)
This table provides information about the institutional ownership of Invesco Ftse Rafi Us 1500 Smal (PRFZ). We have compiled data on the 290 institutions that hold shares in the stock, with a total of 41.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
414
shares
|
$17,243
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
390
shares
|
$16,243
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
388
shares
|
$16,160
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
373
shares
|
$15,535
0.0% of portfolio
|
Q2 2024
Reduced 88.45%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
295
shares
|
$12,286
0.0% of portfolio
|
Q4 2023
Reduced 44.34%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
295
shares
|
$12,286
0.0% of portfolio
|
Q4 2023
Reduced 44.34%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
290
shares
|
$12,078
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
289
shares
|
$12,036
0.0% of portfolio
|
Q4 2022
Added 12.89%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
270
shares
|
$11,245
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
250
shares
|
$10,412
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
250
shares
|
$10,412
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
240
shares
|
$9,996
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
239
shares
|
$9,954
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
235
shares
|
$9,787
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
230
shares
|
$9,579
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
205
shares
|
$8,538
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
200
shares
|
$8,330
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
197
shares
|
$8,205
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
185
shares
|
$7,705
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
165
shares
|
$6,872
0.0% of portfolio
|
Q3 2024
Reduced 59.76%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
160
shares
|
$6,664
0.0% of portfolio
|
Q2 2024
Reduced 90.8%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
149
shares
|
$6,205
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
139
shares
|
$5,789
0.0% of portfolio
|
Q1 2024
Added 25.9%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
130
shares
|
$5,414
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
102
shares
|
$4,248
0.0% of portfolio
|
Q2 2024
Added 0.99%
|