Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
218+ 6.05% |
$32.5K - $40.3K
|
3.82K
$167K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
202+ 15.87% |
$30.1K - $37.3K
|
1.48K
$64.4K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
198+ 0.27% |
$29.5K - $36.6K
|
73K
$3.19M
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
194+ 1.91% |
$28.9K - $35.8K
|
10.4K
$452K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
187New |
$27.9K - $34.5K
|
187
$8.16K
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
184+ 5.64% |
$27.4K - $34K
|
3.45K
$150K
|
|
Jul 12, 2022
Q2 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
177+ 5.11% |
$26.4K - $32.7K
|
3.64K
$159K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
165New |
$24.6K - $30.5K
|
165
$7.2K
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
161+ 4.12% |
$24K - $29.7K
|
4.07K
$178K
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
160+ 5.47% |
$23.9K - $29.5K
|
3.09K
$135K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
157+ 747.62% |
$23.4K - $29K
|
178
$7.77K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
148+ 6.18% |
$22.1K - $27.3K
|
2.54K
$111K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
108New |
$16.1K - $19.9K
|
108
$4.71K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
87New |
$13K - $16.1K
|
87
$3.8K
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
86+ 0.21% |
$12.8K - $15.9K
|
41.3K
$1.8M
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
50New |
$7.46K - $9.23K
|
50
$2.18K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
47New |
$7.01K - $8.68K
|
47
$2.05K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
35New |
$5.22K - $6.46K
|
35
$1.53K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
32+ 1.34% |
$4.77K - $5.91K
|
2.41K
$105K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
29New |
$4.32K - $5.35K
|
29
$1.27K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
26+ 2.58% |
$3.88K - $4.8K
|
1.03K
$45.1K
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
18New |
$2.68K - $3.32K
|
18
$785
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
17New |
$2.54K - $3.14K
|
17
$742
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
17New |
$2.54K - $3.14K
|
17
$742
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15+ 0.07% |
$2.24K - $2.77K
|
20.8K
$908K
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
13+ 0.28% |
$1.94K - $2.4K
|
4.68K
$204K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10New |
$1.49K - $1.85K
|
10
$436
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
6+ 0.15% |
$895 - $1.11K
|
4.11K
$179K
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5+ 0.12% |
$746 - $923
|
4.15K
$181K
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
3+ 0.13% |
$447 - $554
|
2.39K
$104K
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
3+ 0.16% |
$447 - $554
|
1.86K
$81.2K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.24% |
$298 - $369
|
834
$36.4K
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.09% |
$298 - $369
|
2.34K
$102K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1+ 0.03% |
$149 - $185
|
2.96K
$129K
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
1+ 0.05% |
$149 - $185
|
2.21K
$96.4K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.53% |
$149 - $185
|
189
$8.25K
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$149 - $185
|
252
$11K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-4- 5.8% |
$596 - $739
|
65
$2.84K
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-6Closed |
$895 - $1.11K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-6- 0.1% |
$895 - $1.11K
|
5.77K
$252K
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-7- 8.33% |
$1.04K - $1.29K
|
77
$3.36K
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-10- 0.51% |
$1.49K - $1.85K
|
1.93K
$84.3K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-14- 0.75% |
$2.09K - $2.58K
|
1.86K
$81.2K
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-15- 2.69% |
$2.24K - $2.77K
|
542
$23.6K
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-24Closed |
$3.58K - $4.43K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-25- 0.53% |
$3.73K - $4.62K
|
4.7K
$205K
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-29- 0.73% |
$4.32K - $5.35K
|
3.96K
$173K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-32Closed |
$4.77K - $5.91K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-33- 68.75% |
$4.92K - $6.09K
|
15
$654
|