Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
9+ 0.14% |
$319 - $354
|
6.62K
$289K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
5+ 0.48% |
$177 - $196
|
1.05K
$45.6K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.21% |
$142 - $157
|
1.89K
$82.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$70.8 - $78.6
|
7.8K
$340K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.22% |
$70.8 - $78.6
|
896
$39.1K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$70.8 - $78.6
|
22.3K
$974K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.24% |
$70.8 - $78.6
|
852
$37.2K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.51% |
$35.4 - $39.3
|
196
$8.55K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15- 0.4% |
$531 - $589
|
3.72K
$162K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22- 0.28% |
$779 - $864
|
7.9K
$345K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-65- 1.81% |
$2.3K - $2.55K
|
3.53K
$154K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-80- 3.44% |
$2.83K - $3.14K
|
2.25K
$97.9K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-92- 0.21% |
$3.26K - $3.61K
|
44.4K
$1.94M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-109- 0.48% |
$3.86K - $4.28K
|
22.4K
$978K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-110- 0.73% |
$3.89K - $4.32K
|
15.1K
$657K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-114- 5.21% |
$4.03K - $4.48K
|
2.08K
$90.5K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-130- 1.66% |
$4.6K - $5.11K
|
7.7K
$336K
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-137- 1.33% |
$4.85K - $5.38K
|
10.2K
$444K
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
SELL
|
- |
-140- 2.58% |
$4.95K - $5.5K
|
5.3K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-142- 2.24% |
$5.03K - $5.58K
|
6.21K
$271K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-142- 2.24% |
$5.03K - $5.58K
|
6.21K
$271K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-145- 0.21% |
$5.13K - $5.7K
|
69.1K
$3.02M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-178- 2.35% |
$6.3K - $6.99K
|
7.41K
$323K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-200- 4.34% |
$7.08K - $7.86K
|
4.41K
$192K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-200- 1.02% |
$7.08K - $7.86K
|
19.4K
$845K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-256- 2.01% |
$9.06K - $10.1K
|
12.5K
$543K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-264- 81.23% |
$9.34K - $10.4K
|
61
$2.66K
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-265- 3.02% |
$9.38K - $10.4K
|
8.51K
$371K
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-296- 0.38% |
$10.5K - $11.6K
|
78.2K
$3.41M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-297- 38.57% |
$10.5K - $11.7K
|
473
$20.6K
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-330- 1.2% |
$11.7K - $13K
|
27.1K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-350- 3.44% |
$12.4K - $13.7K
|
9.82K
$428K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-395- 3.9% |
$14K - $15.5K
|
9.74K
$425K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-404- 7.22% |
$14.3K - $15.9K
|
5.19K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-410- 4.31% |
$14.5K - $16.1K
|
9.09K
$397K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-420- 3.04% |
$14.9K - $16.5K
|
13.4K
$584K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-480- 0.79% |
$17K - $18.9K
|
59.9K
$2.61M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-485- 6.81% |
$17.2K - $19.1K
|
6.64K
$290K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-498- 2.39% |
$17.6K - $19.6K
|
20.4K
$888K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-500- 46.51% |
$17.7K - $19.6K
|
575
$25.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-563- 2.14% |
$19.9K - $22.1K
|
25.8K
$1.13M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-568- 4.27% |
$20.1K - $22.3K
|
12.7K
$555K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-587- 1.33% |
$20.8K - $23.1K
|
43.5K
$1.9M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-599- 50.34% |
$21.2K - $23.5K
|
591
$25.8K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-727- 8.74% |
$25.7K - $28.6K
|
7.59K
$331K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-739- 5.01% |
$26.2K - $29K
|
14K
$611K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-781- 5.91% |
$27.6K - $30.7K
|
12.4K
$543K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-927- 5.24% |
$32.8K - $36.4K
|
16.8K
$731K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-991- 6.03% |
$35.1K - $38.9K
|
15.4K
$674K
|