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 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.28K+ 23.3% |
$46.2K - $50.5K
|
6.75K
$281K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.12K+ 11.86% |
$40.5K - $44.4K
|
10.6K
$440K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.09K+ 88.82% |
$39.4K - $43.1K
|
2.31K
$96.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.08K+ 9.71% |
$39K - $42.7K
|
12.2K
$507K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.02K+ 45.21% |
$36.7K - $40.2K
|
3.26K
$136K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.01K+ 100.6% |
$36.5K - $39.9K
|
2.01K
$83.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
957+ 24.96% |
$34.6K - $37.9K
|
4.79K
$200K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
792+ 0.8% |
$28.7K - $31.4K
|
100K
$4.17M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
781+ 6.28% |
$28.3K - $30.9K
|
13.2K
$551K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
750New |
$27.1K - $29.7K
|
750
$31.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
681+ 9.11% |
$24.6K - $27K
|
8.16K
$340K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
669+ 5.26% |
$24.2K - $26.5K
|
13.4K
$558K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
524+ 27.67% |
$19K - $20.8K
|
2.42K
$101K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
512New |
$18.5K - $20.3K
|
512
$21.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
496+ 0.07% |
$17.9K - $19.6K
|
692K
$28.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
383+ 0.19% |
$13.9K - $15.2K
|
197K
$8.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
365+ 4.19% |
$13.2K - $14.5K
|
9.07K
$378K
|
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
349+ 0.85% |
$12.6K - $13.8K
|
41.3K
$1.72M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
338+ 142.62% |
$12.2K - $13.4K
|
575
$23.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
280+ 3.97% |
$10.1K - $11.1K
|
7.33K
$305K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
279+ 3.77% |
$10.1K - $11.1K
|
7.68K
$320K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
260+ 22.15% |
$9.41K - $10.3K
|
1.43K
$59.7K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
210New |
$7.6K - $8.32K
|
210
$8.75K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
206+ 5.92% |
$7.45K - $8.16K
|
3.69K
$153K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
205New |
$7.42K - $8.12K
|
205
$8.54K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
171+ 28.93% |
$6.19K - $6.77K
|
762
$31.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
131+ 1.05% |
$4.74K - $5.19K
|
12.6K
$524K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
127+ 0.22% |
$4.59K - $5.03K
|
56.8K
$2.37M
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
84+ 0.41% |
$3.04K - $3.33K
|
20.4K
$851K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
48New |
$1.74K - $1.9K
|
48
$2K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
34+ 0.18% |
$1.23K - $1.35K
|
18.8K
$783K
|
|
|
Jul 18, 2024
Q2 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
31+ 0.41% |
$1.12K - $1.23K
|
7.67K
$319K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
26New |
$941 - $1.03K
|
26
$1.08K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
26+ 0.1% |
$941 - $1.03K
|
26.1K
$1.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.4% |
$832 - $911
|
5.72K
$238K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
22+ 0.31% |
$796 - $871
|
7.14K
$297K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
20+ 0.23% |
$724 - $792
|
8.85K
$369K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
10New |
$362 - $396
|
10
$417
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
10+ 0.1% |
$362 - $396
|
10.2K
$426K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
10+ 0.1% |
$362 - $396
|
9.75K
$406K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10+ 0.16% |
$362 - $396
|
6.22K
$259K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6+ 0.04% |
$217 - $238
|
15.4K
$642K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 0.45% |
$145 - $158
|
900
$37.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$72.4 - $79.2
|
7.97K
$332K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2+ 0.01% |
$72.4 - $79.2
|
14.6K
$608K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.41% |
$72.4 - $79.2
|
486
$20.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.99% |
$36.2 - $39.6
|
102
$4.25K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.21% |
$36.2 - $39.6
|
474
$19.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.32% |
$36.2 - $39.6
|
309
$12.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1New |
$36.2 - $39.6
|
1
$41.7
|