Purchases and Sales Made in Q2 2023 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 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
228New |
$35.3K - $39.3K
|
228
$9.59K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
214+ 3.35% |
$33.1K - $36.9K
|
6.59K
$277K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
208New |
$32.2K - $35.8K
|
208
$8.75K
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
208+ 2.51% |
$32.2K - $35.8K
|
8.5K
$358K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
207+ 1.93% |
$32K - $35.7K
|
11K
$461K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
194+ 6.24% |
$30K - $33.4K
|
3.3K
$139K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
172New |
$26.6K - $29.6K
|
172
$7.23K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
131New |
$20.3K - $22.6K
|
131
$5.51K
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
123+ 6.51% |
$19K - $21.2K
|
2.01K
$84.6K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
116+ 101.75% |
$17.9K - $20K
|
230
$9.67K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
114+ 7.53% |
$17.6K - $19.6K
|
1.63K
$68.4K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
107+ 28.76% |
$16.6K - $18.4K
|
479
$20.1K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
106New |
$16.4K - $18.3K
|
106
$4.46K
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
94New |
$14.5K - $16.2K
|
94
$3.95K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
93New |
$14.4K - $16K
|
93
$3.91K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
88+ 6.12% |
$13.6K - $15.2K
|
1.53K
$64.2K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
84New |
$13K - $14.5K
|
84
$3.53K
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
80+ 2.14% |
$12.4K - $13.8K
|
3.82K
$161K
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
77New |
$11.9K - $13.3K
|
77
$3.24K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
71+ 5.53% |
$11K - $12.2K
|
1.36K
$57K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
71+ 0.07% |
$11K - $12.2K
|
101K
$4.26M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
69+ 3.09% |
$10.7K - $11.9K
|
2.3K
$96.8K
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
65New |
$10.1K - $11.2K
|
65
$2.73K
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
59New |
$9.13K - $10.2K
|
59
$2.48K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
57+ 3.1% |
$8.82K - $9.82K
|
1.9K
$79.8K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
52New |
$8.04K - $8.96K
|
52
$2.19K
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
44+ 1.62% |
$6.81K - $7.58K
|
2.77K
$116K
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
35+ 2.57% |
$5.41K - $6.03K
|
1.4K
$58.8K
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
BUY
|
- |
30+ 0.29% |
$4.64K - $5.17K
|
10.3K
$431K
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
30+ 103.45% |
$4.64K - $5.17K
|
59
$2.48K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
27+ 7.22% |
$4.18K - $4.65K
|
401
$16.9K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24+ 39.34% |
$3.71K - $4.13K
|
85
$3.57K
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
24+ 0.39% |
$3.71K - $4.13K
|
6.22K
$261K
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
22+ 0.12% |
$3.4K - $3.79K
|
17.7K
$744K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
21+ 1.46% |
$3.25K - $3.62K
|
1.46K
$61.4K
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
19+ 0.44% |
$2.94K - $3.27K
|
4.32K
$181K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16+ 0.17% |
$2.48K - $2.76K
|
9.5K
$400K
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11New |
$1.7K - $1.9K
|
11
$463
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
9+ 0.05% |
$1.39K - $1.55K
|
16.6K
$698K
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
8+ 0.19% |
$1.24K - $1.38K
|
4.18K
$176K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4+ 0.11% |
$619 - $689
|
3.69K
$155K
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
4+ 0.3% |
$619 - $689
|
1.32K
$55.3K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4+ 0.15% |
$619 - $689
|
2.62K
$110K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 1.62% |
$464 - $517
|
188
$7.91K
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.1% |
$309 - $345
|
2.04K
$86K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$309 - $345
|
3.6K
$151K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.08% |
$309 - $345
|
2.56K
$108K
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
2New |
$309 - $345
|
2
$84.1
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.56% |
$155 - $172
|
178
$7.48K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1+ 0.04% |
$155 - $172
|
2.8K
$118K
|