Purchases and Sales Made in Q2 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 Q2 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
Feb 02, 2024 Q2 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
125K
New
$19.3M - $21.5M
125K $5.44M
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
85K
+ 408.87%
$13.2M - $14.6M
106K $4.62M
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
39.6K
+ 413.59%
$6.12M - $6.82M
49.1K $2.14M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
28.9K
+ 13.14%
$4.48M - $4.98M
249K $10.9M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
22.7K
+ 596.63%
$3.51M - $3.91M
26.5K $1.16M
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
17.3K
+ 116.59%
$2.68M - $2.99M
32.2K $1.4M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
16.5K
+ 917.07%
$2.56M - $2.85M
18.3K $801K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
13.3K
+ 12.54%
$2.05M - $2.28M
119K $5.19M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
11.1K
+ 10.56%
$1.72M - $1.92M
116K $5.08M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
10.3K
+ 682.68%
$1.6M - $1.78M
11.8K $517K
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
8.32K
+ 126.14%
$1.29M - $1.43M
14.9K $651K
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
7.68K
+ 10.6%
$1.19M - $1.32M
80.2K $3.5M
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
7.64K
New
$1.18M - $1.32M
7.64K $333K
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
7.6K
+ 944.47%
$1.18M - $1.31M
8.41K $367K
Jul 24, 2023 Q2 2023
Trilogy Capital Inc.

BUY
 -
7.59K
+ 388.48%
$1.17M - $1.31M
9.54K $416K
Aug 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
7.09K
+ 4.89%
$1.1M - $1.22M
152K $6.63M
Aug 14, 2023 Q2 2023
First Foundation Advisors

Irvine, CA
BUY
 -
6.33K
+ 7.18%
$978K - $1.09M
94.4K $4.12M
Aug 07, 2023 Q2 2023
Arbor Investment Advisors, LLC

BUY
 -
6.04K
+ 3.87%
$934K - $1.04M
162K $7.07M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
5.4K
+ 28.28%
$836K - $931K
24.5K $1.07M
Jul 26, 2023 Q2 2023
Sws Partners

BUY
 -
4.16K
+ 299.5%
$644K - $717K
5.55K $242K
Aug 14, 2023 Q2 2023
Two Sigma Investments, LP

New York, NY
BUY
 -
3.6K
New
$557K - $620K
3.6K $157K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
3.46K
+ 189.49%
$536K - $596K
5.29K $231K
Jul 28, 2023 Q2 2023
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
2.52K
+ 6.7%
$390K - $435K
40.2K $1.75M
Aug 08, 2023 Q2 2023
Essex Financial Services, Inc.

BUY
 -
2.48K
New
$383K - $426K
2.48K $108K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.14K
+ 3.04%
$330K - $368K
72.4K $3.16M
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
2.01K
+ 105.63%
$311K - $346K
3.91K $171K
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.95K
New
$302K - $336K
1.95K $85.2K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
1.81K
+ 3.35%
$281K - $313K
56K $2.44M
Jul 06, 2023 Q2 2023
Capital Market Strategies LLC

BUY
 -
1.76K
New
$271K - $302K
1.76K $76.6K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
1.48K
+ 4.0%
$228K - $254K
38.4K $1.67M
Aug 17, 2023 Q2 2023
Sws Partners

BUY
 -
1.4K
New
$216K - $240K
1.4K $60.9K
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.38K
New
$213K - $237K
1.38K $60K
Jul 25, 2023 Q2 2023
Johnson & White Wealth Management, LLC

York, PA
BUY
 -
1.37K
+ 5.02%
$212K - $236K
28.7K $1.25M
Aug 07, 2023 Q2 2023
Pinnacle Financial Partners Inc

BUY
 -
1.32K
New
$204K - $227K
1.32K $57.5K
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
1.2K
New
$185K - $206K
1.2K $52.2K
Aug 14, 2023 Q2 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1.17K
New
$180K - $201K
1.17K $50.8K
Jul 06, 2023 Q2 2023
Boston Standard Wealth Management, LLC

BUY
 -
1.14K
+ 31.87%
$177K - $197K
4.73K $207K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.08K
+ 39.94%
$166K - $185K
3.77K $164K
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
1.05K
+ 4.67%
$163K - $181K
23.6K $1.03M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
642
+ 3.23%
$99.3K - $111K
20.5K $897K
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
534
+ 140.9%
$82.6K - $92K
913 $39.8K
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
505
+ 11.36%
$78.1K - $87K
4.95K $216K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
487
+ 6.14%
$75.3K - $83.9K
8.43K $368K
Jul 21, 2023 Q2 2023
Ifg Advisory, LLC

BUY
 -
478
+ 3.47%
$73.9K - $82.4K
14.3K $622K
Aug 01, 2023 Q2 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
445
+ 3.71%
$68.8K - $76.7K
12.4K $543K
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
302
+ 1.41%
$46.7K - $52K
21.8K $950K
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
300
+ 15.79%
$46.4K - $51.7K
2.2K $96K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
235
New
$36.4K - $40.5K
235 $10.3K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
235
New
$36.4K - $40.5K
235 $10.3K

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