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
Equitable Holdings, Inc.

New York, NY
BUY
 -
269
+ 17.52%
$42.1K - $48.2K
1.8K $78.7K
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
262
+ 71.0%
$41K - $47K
631 $27.5K
Apr 21, 2023 Q1 2023
Arbor Investment Advisors, LLC

BUY
 -
251
+ 0.16%
$39.3K - $45K
156K $6.81M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
248
+ 8.94%
$38.8K - $44.5K
3.02K $132K
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
200
+ 0.94%
$31.3K - $35.9K
21.5K $940K
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

BUY
 -
179
+ 13.72%
$28K - $32.1K
1.48K $64.7K
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
177
New
$27.7K - $31.7K
177 $7.72K
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
155
+ 4.25%
$24.3K - $27.8K
3.8K $166K
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
110
+ 5.05%
$17.2K - $19.7K
2.29K $99.9K
May 12, 2023 Q1 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
100
+ 5.56%
$15.7K - $17.9K
1.9K $82.9K
May 08, 2023 Q1 2023
Plante Moran Financial Advisors, LLC

BUY
 -
71
New
$11.1K - $12.7K
71 $3.1K
May 10, 2023 Q1 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
65
+ 0.54%
$10.2K - $11.7K
12K $524K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
61
New
$9.55K - $10.9K
61 $2.66K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
55
New
$8.61K - $9.86K
55 $2.4K
Apr 13, 2023 Q1 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
39
+ 0.82%
$6.11K - $6.99K
4.81K $210K
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

BUY
 -
37
New
$5.79K - $6.64K
37 $1.61K
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
35
+ 0.94%
$5.48K - $6.28K
3.74K $163K
May 04, 2023 Q1 2023
Glassman Wealth Services

BUY
 -
26
New
$4.07K - $4.66K
26 $1.13K
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
26
+ 1.03%
$4.07K - $4.66K
2.56K $112K
Apr 25, 2023 Q1 2023
Solitude Financial Services

BUY
 -
17
+ 0.75%
$2.66K - $3.05K
2.28K $99.4K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
14
New
$2.19K - $2.51K
14 $611
May 16, 2023 Q1 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
12
+ 0.29%
$1.88K - $2.15K
4.17K $182K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
9
+ 0.34%
$1.41K - $1.61K
2.62K $114K
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
7
+ 0.38%
$1.1K - $1.26K
1.87K $81.5K
May 04, 2023 Q1 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
7
+ 0.12%
$1.1K - $1.26K
5.69K $248K
May 11, 2023 Q1 2023
Financial Advisory Service, Inc.

BUY
 -
4
+ 0.31%
$626 - $717
1.29K $56.1K
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
3
+ 0.08%
$470 - $538
3.69K $161K
Apr 28, 2023 Q1 2023
Townsend Asset Management Corp

BUY
 -
2
+ 0.1%
$313 - $359
2.04K $89.1K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
2
New
$313 - $359
2 $87.3
May 10, 2023 Q1 2023
Spectrum Wealth Advisory Group, LLC

BUY
 -
2
+ 0.13%
$313 - $359
1.53K $66.6K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
1
+ 0.02%
$157 - $179
4.69K $205K
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1
+ 1.92%
$157 - $179
53 $2.31K
Apr 05, 2023 Q1 2023
Rise Advisors, LLC

BUY
 -
1
+ 2.63%
$157 - $179
39 $1.7K
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
1
+ 0.6%
$157 - $179
168 $7.33K
Apr 20, 2023 Q1 2023
Private Ocean, LLC

SELL
 -
-1
- 0.01%
$157 - $179
17.2K $752K
May 15, 2023 Q1 2023
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-4
- 0.05%
$626 - $717
7.58K $331K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-6
- 0.21%
$939 - $1.08K
2.8K $122K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-12
Closed
$1.88K - $2.15K
0 $0
May 04, 2023 Q1 2023
Washington Trust CO

SELL
 -
-14
Closed
$2.19K - $2.51K
0 $0
Aug 14, 2024 Q1 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-15
Closed
$2.35K - $2.69K
0 $0
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-22
- 1.18%
$3.44K - $3.95K
1.84K $80.3K
Apr 17, 2023 Q1 2023
Carlson Capital Management

SELL
 -
-24
- 1.48%
$3.76K - $4.3K
1.6K $69.7K
May 15, 2023 Q1 2023
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-26
- 0.68%
$4.07K - $4.66K
3.8K $166K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-26
- 0.83%
$4.07K - $4.66K
3.11K $136K
May 11, 2023 Q1 2023
West Hill Financial Advisors, Inc.

SELL
 -
-28
- 26.67%
$4.38K - $5.02K
77 $3.36K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-29
- 1.88%
$4.54K - $5.2K
1.51K $66K
May 03, 2023 Q1 2023
Raymond James Trust N.A.

SELL
 -
-34
- 0.91%
$5.32K - $6.1K
3.7K $161K
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-38
- 2.51%
$5.95K - $6.82K
1.48K $64.4K
Apr 19, 2023 Q1 2023
Prairiewood Capital, LLC

SELL
 -
-40
- 1.89%
$6.26K - $7.17K
2.08K $90.7K

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