Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
270K+ 11.2% |
$46.4M - $52.5M
|
2.68M
$115M
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
124K+ 334.6% |
$21.3M - $24.1M
|
161K
$6.89M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
29.5KNew |
$5.07M - $5.74M
|
29.5K
$1.26M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.8K+ 19.55% |
$3.92M - $4.44M
|
139K
$5.96M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.1K+ 12.68% |
$2.43M - $2.75M
|
126K
$5.38M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.9K+ 13.79% |
$2.39M - $2.71M
|
115K
$4.91M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13K+ 5.7% |
$2.23M - $2.53M
|
241K
$10.3M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.8K+ 4.77% |
$1.86M - $2.1M
|
237K
$10.2M
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.44K+ 2.92% |
$1.45M - $1.64M
|
297K
$12.7M
|
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
8.17K+ 6.01% |
$1.41M - $1.59M
|
144K
$6.17M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.8K+ 168.1% |
$1.34M - $1.52M
|
12.4K
$532K
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
7.69K+ 25.23% |
$1.32M - $1.5M
|
38.2K
$1.63M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.44K+ 13.25% |
$1.28M - $1.45M
|
63.6K
$2.72M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
7.09KNew |
$1.22M - $1.38M
|
7.09K
$304K
|
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.81K+ 35.13% |
$1.17M - $1.33M
|
26.2K
$1.12M
|
|
|
Feb 14, 2023
Q1 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
6.61K+ 21.85% |
$1.14M - $1.29M
|
36.9K
$1.58M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.42K+ 109.06% |
$1.1M - $1.25M
|
12.3K
$526K
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.11K+ 6.67% |
$880K - $996K
|
81.7K
$3.5M
|
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.14KNew |
$713K - $807K
|
4.14K
$177K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.28KNew |
$563K - $638K
|
3.28K
$140K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.74KNew |
$471K - $533K
|
2.74K
$117K
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.73K+ 7.1% |
$470K - $532K
|
41.2K
$1.76M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.61K+ 104.6% |
$449K - $509K
|
5.11K
$219K
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.5KNew |
$430K - $487K
|
2.5K
$107K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.45K+ 30.26% |
$422K - $478K
|
10.6K
$452K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.36K+ 8.74% |
$405K - $459K
|
29.3K
$1.25M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.16K+ 906.3% |
$371K - $420K
|
2.4K
$103K
|
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
BUY
|
- |
1.64K+ 26.89% |
$281K - $318K
|
7.72K
$330K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.62KNew |
$279K - $316K
|
1.62K
$69.5K
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.53KNew |
$262K - $297K
|
1.53K
$65.3K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.5KNew |
$257K - $291K
|
1.5K
$64K
|
|
|
Apr 21, 2022
Q1 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
1.37K+ 1.11% |
$236K - $268K
|
125K
$5.37M
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.33K+ 69.08% |
$229K - $260K
|
3.27K
$140K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.28KNew |
$220K - $249K
|
1.28K
$54.7K
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
1.22K+ 5.22% |
$210K - $237K
|
24.5K
$1.05M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.14K+ 5.78% |
$196K - $222K
|
20.9K
$895K
|
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.12KNew |
$193K - $218K
|
1.12K
$47.9K
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.03K+ 5.22% |
$177K - $200K
|
20.7K
$886K
|
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
932+ 6.39% |
$160K - $181K
|
15.5K
$664K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
750+ 0.13% |
$129K - $146K
|
590K
$25.2M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
728New |
$125K - $142K
|
728
$31.2K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
722+ 0.67% |
$124K - $141K
|
108K
$4.64M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
713+ 0.99% |
$123K - $139K
|
72.8K
$3.12M
|
|
|
Apr 12, 2022
Q1 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
699+ 25.3% |
$120K - $136K
|
3.46K
$148K
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
562+ 10.78% |
$96.7K - $109K
|
5.77K
$247K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
466+ 16.48% |
$80.2K - $90.7K
|
3.29K
$141K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
448+ 2.2% |
$77.1K - $87.2K
|
20.8K
$890K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
379+ 3.87% |
$65.2K - $73.8K
|
10.2K
$435K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
354New |
$60.9K - $68.9K
|
354
$15.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
313+ 122.27% |
$53.8K - $60.9K
|
569
$24.4K
|