Purchases and Sales Made in Q1 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 Q1 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
May 15, 2023 Q1 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
145K
New
$22.7M - $26M
145K $6.32M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
26.7K
+ 35.9%
$4.19M - $4.8M
101K $4.42M
Apr 26, 2023 Q1 2023
Pinnacle Wealth Management Group, Inc.

BUY
 -
26.2K
New
$4.1M - $4.7M
26.2K $1.14M
Apr 17, 2023 Q1 2023
Johnson & White Wealth Management, LLC

York, PA
BUY
 -
23.1K
+ 551.13%
$3.62M - $4.14M
27.3K $1.19M
May 12, 2023 Q1 2023
First Foundation Advisors

Irvine, CA
BUY
 -
9.21K
+ 11.67%
$1.44M - $1.65M
88.1K $3.84M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
9.07K
New
$1.42M - $1.63M
9.07K $396K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
7.94K
New
$1.24M - $1.42M
7.94K $346K
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
7.66K
+ 106.27%
$1.2M - $1.37M
14.9K $649K
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
6.54K
+ 372.17%
$1.02M - $1.17M
8.3K $362K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
6.39K
+ 6.44%
$1M - $1.15M
106K $4.61M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
4.45K
New
$696K - $797K
4.45K $194K
May 03, 2023 Q1 2023
Smith, Salley & Associates

BUY
 -
3.84K
New
$601K - $688K
3.84K $167K
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
3.82K
+ 1.95%
$598K - $685K
200K $8.73M
May 15, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
3.29K
New
$516K - $591K
3.29K $144K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
3.29K
New
$516K - $591K
3.29K $144K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
3.12K
+ 11.35%
$488K - $560K
30.6K $1.34M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
3.08K
+ 48.02%
$482K - $552K
9.49K $414K
Apr 12, 2023 Q1 2023
Lion Street Advisors, LLC

BUY
 -
3.05K
New
$478K - $548K
3.05K $133K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
2.91K
+ 2.84%
$455K - $522K
105K $4.6M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.72K
+ 4.02%
$426K - $488K
70.3K $3.07M
May 11, 2023 Q1 2023
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
2.36K
+ 6.68%
$369K - $423K
37.6K $1.64M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.99K
New
$311K - $356K
1.99K $86.6K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
1.74K
+ 14.32%
$272K - $312K
13.9K $605K
May 26, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
1.72K
+ 1044.85%
$270K - $309K
1.89K $82.4K
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
1.58K
New
$247K - $283K
1.58K $68.8K
Apr 24, 2023 Q1 2023
Accredited Investors Inc.

BUY
 -
1.45K
+ 2.59%
$227K - $260K
57.3K $2.5M
May 05, 2023 Q1 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
1.41K
New
$221K - $253K
1.41K $61.5K
May 09, 2023 Q1 2023
Sws Partners

BUY
 -
1.39K
New
$217K - $249K
1.39K $60.6K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
1.37K
+ 22900.0%
$215K - $246K
1.38K $60.2K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
1.14K
+ 119.6%
$179K - $205K
2.1K $91.4K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.11K
+ 38.52%
$173K - $199K
3.98K $174K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
1.06K
+ 4.76%
$165K - $189K
23.2K $1.01M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.02K
+ 1.43%
$160K - $183K
72.5K $3.16M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
965
+ 0.91%
$151K - $173K
107K $4.68M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
897
+ 0.65%
$140K - $161K
139K $6.08M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
859
+ 4.71%
$134K - $154K
19.1K $834K
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

BUY
 -
788
+ 36.91%
$123K - $141K
2.92K $128K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
684
+ 3.29%
$107K - $123K
21.5K $937K
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
645
+ 7.23%
$101K - $116K
9.57K $417K
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
613
+ 4.66%
$96K - $110K
13.8K $601K
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
481
+ 14.98%
$75.3K - $86.3K
3.69K $161K
May 15, 2023 Q1 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
474
New
$74.2K - $85K
474 $20.7K
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
421
+ 18.29%
$65.9K - $75.5K
2.72K $119K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
380
+ 1.04%
$59.5K - $68.2K
36.9K $1.61M
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
329
+ 69.12%
$51.5K - $59K
805 $35.1K
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
312
+ 465.67%
$48.8K - $56K
379 $16.5K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
295
+ 12.3%
$46.2K - $52.9K
2.69K $118K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
287
New
$44.9K - $51.5K
287 $12.5K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
286
New
$44.8K - $51.3K
286 $12.5K

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