Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
20.6MNew |
$745M - $816M
|
20.6M
$858M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
201KNew |
$7.28M - $7.97M
|
201K
$8.38M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
183K+ 21.66% |
$6.61M - $7.24M
|
1.03M
$42.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
35.8K+ 63.31% |
$1.29M - $1.42M
|
92.3K
$3.84M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34.7K+ 2.96% |
$1.26M - $1.38M
|
1.21M
$50.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
33.7K+ 419.38% |
$1.22M - $1.33M
|
41.7K
$1.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33.4K+ 11.38% |
$1.21M - $1.32M
|
327K
$13.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
33K+ 3.98% |
$1.19M - $1.31M
|
860K
$35.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.7K+ 2.67% |
$1.15M - $1.26M
|
1.22M
$50.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
27.2K+ 16.1% |
$982K - $1.08M
|
196K
$8.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.8K+ 89.64% |
$970K - $1.06M
|
56.7K
$2.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
26KNew |
$940K - $1.03M
|
26K
$1.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
23.7K+ 199.74% |
$859K - $940K
|
35.6K
$1.48M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.4K+ 4.27% |
$630K - $689K
|
425K
$17.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
15.2KNew |
$549K - $601K
|
15.2K
$632K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.5K+ 13.16% |
$487K - $533K
|
116K
$4.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
12KNew |
$435K - $477K
|
12K
$501K
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
9.38KNew |
$339K - $371K
|
9.38K
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
9.31K+ 154.19% |
$337K - $369K
|
15.3K
$639K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
8.88KNew |
$321K - $352K
|
8.88K
$370K
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
8.48K+ 107.63% |
$307K - $336K
|
16.4K
$681K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.38KNew |
$303K - $332K
|
8.38K
$349K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
8.15KNew |
$295K - $323K
|
8.15K
$339K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
7.38KNew |
$267K - $292K
|
7.38K
$307K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.34K+ 6.06% |
$266K - $291K
|
129K
$5.36M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.8KNew |
$246K - $269K
|
6.8K
$283K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
6.77KNew |
$245K - $268K
|
6.77K
$282K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.28K+ 6.95% |
$227K - $249K
|
96.6K
$4.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
5.63KNew |
$204K - $223K
|
5.63K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.45K+ 907.83% |
$197K - $216K
|
6.05K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.24K+ 4.16% |
$189K - $207K
|
131K
$5.46M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
4.77K+ 62.87% |
$173K - $189K
|
12.4K
$515K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.71K+ 273.92% |
$170K - $186K
|
6.42K
$268K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.58K+ 0.81% |
$166K - $181K
|
568K
$23.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.18K+ 79.0% |
$151K - $166K
|
9.48K
$395K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.98KNew |
$144K - $158K
|
3.98K
$166K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.77KNew |
$136K - $149K
|
3.77K
$157K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.48K+ 23.97% |
$126K - $138K
|
18K
$749K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.33K+ 14.4% |
$120K - $132K
|
26.5K
$1.1M
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.25K+ 1.12% |
$118K - $129K
|
294K
$12.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
3.15K+ 4.15% |
$114K - $125K
|
79K
$3.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.07K+ 14.02% |
$111K - $121K
|
24.9K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.01K+ 2.86% |
$109K - $119K
|
108K
$4.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.74K+ 52.08% |
$99.3K - $109K
|
8.01K
$334K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.39K+ 8.94% |
$86.3K - $94.5K
|
29.1K
$1.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
2.24K+ 29.66% |
$81.1K - $88.8K
|
9.8K
$408K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.21K+ 3.34% |
$80.1K - $87.7K
|
68.5K
$2.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.13KNew |
$77.1K - $84.4K
|
2.13K
$88.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.97K+ 1.58% |
$71.2K - $78K
|
127K
$5.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.79KNew |
$64.8K - $70.9K
|
1.79K
$74.6K
|