Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
224K
New
$38.7M - $42.1M
224K $9.75M
Nov 16, 2021 Q3 2021
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
197K
+ 9.21%
$34M - $37M
2.33M $102M
Nov 03, 2021 Q3 2021
Wade G W & Inc

Wellesley, MA
BUY
 -
21.1K
New
$3.65M - $3.97M
21.1K $920K
Nov 02, 2021 Q3 2021
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
20.8K
New
$3.59M - $3.91M
20.8K $907K
Nov 01, 2021 Q3 2021
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
19.8K
New
$3.43M - $3.73M
19.8K $865K
Nov 03, 2021 Q3 2021
Wealth Enhancement Advisory Services, LLC

BUY
 -
12.4K
+ 270.5%
$2.15M - $2.34M
17K $741K
Nov 15, 2021 Q3 2021
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
11.6K
+ 4.41%
$2.01M - $2.19M
275K $12M
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
8.69K
+ 4.01%
$1.5M - $1.64M
225K $9.83M
Nov 12, 2021 Q3 2021
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
5.74K
New
$993K - $1.08M
5.74K $251K
Oct 22, 2021 Q3 2021
Arbor Investment Advisors, LLC

BUY
 -
4.94K
+ 3.85%
$854K - $930K
133K $5.81M
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
3K
+ 4.42%
$520K - $566K
70.9K $3.1M
Oct 18, 2021 Q3 2021
Resonant Capital Advisors, LLC

BUY
 -
2.58K
+ 48.03%
$447K - $487K
7.96K $347K
Nov 02, 2021 Q3 2021
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
2.45K
New
$424K - $462K
2.45K $107K
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
1.99K
+ 0.34%
$343K - $374K
588K $25.6M
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
1.82K
+ 2.49%
$315K - $343K
75.1K $3.28M
Nov 03, 2021 Q3 2021
Tap Consulting, LLC

BUY
 -
1.81K
+ 16.46%
$313K - $341K
12.8K $559K
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
1.81K
+ 13.07%
$312K - $340K
15.6K $681K
Nov 10, 2021 Q3 2021
Goldman Sachs Group Inc

New York, NY
BUY
 -
1.8K
New
$311K - $339K
1.8K $78.4K
Nov 15, 2021 Q3 2021
Kore Private Wealth LLC

New York, NY
BUY
 -
1.6K
+ 9.25%
$277K - $302K
18.9K $825K
Nov 29, 2021 Q3 2021
Badgley Phelps Wealth Managers, LLC

BUY
 -
1.56K
New
$269K - $293K
1.56K $68K
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.42K
+ 1.53%
$246K - $268K
94.2K $4.11M
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

BUY
 -
1.4K
+ 5.54%
$241K - $263K
26.6K $1.16M
Nov 12, 2021 Q3 2021
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
831
New
$144K - $157K
831 $36.3K
Nov 12, 2021 Q3 2021
Cornerstone Wealth Management, LLC

BUY
 -
829
+ 4.46%
$143K - $156K
19.4K $846K
Nov 12, 2021 Q3 2021
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
639
+ 4.57%
$111K - $120K
14.6K $637K
Nov 03, 2021 Q3 2021
Solitude Financial Services

BUY
 -
506
+ 1.6%
$87.5K - $95.3K
32.2K $1.41M
Nov 04, 2021 Q3 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 -
429
+ 13.52%
$74.2K - $80.8K
3.6K $157K
Oct 19, 2021 Q3 2021
Central Trust CO

Jefferson City, MO
BUY
 -
417
+ 22.66%
$72.1K - $78.6K
2.26K $98.5K
Oct 28, 2021 Q3 2021
Pinnacle Wealth Management Group, Inc.

BUY
 -
330
+ 1.45%
$57.1K - $62.2K
23.1K $1.01M
Nov 15, 2021 Q3 2021
Jacobi Capital Management LLC

BUY
 -
280
New
$48.4K - $52.7K
280 $12.2K
Nov 03, 2021 Q3 2021
Lex Aurum Advisors, LLC

BUY
 -
231
+ 10.19%
$40K - $43.5K
2.5K $109K
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
227
+ 0.22%
$39.3K - $42.8K
102K $4.43M
Nov 15, 2021 Q3 2021
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
165
New
$28.5K - $31.1K
165 $7.2K
Nov 12, 2021 Q3 2021
Scotia Capital Inc.

BUY
 -
160
+ 2.92%
$27.7K - $30.1K
5.65K $246K
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

BUY
 -
146
+ 16.92%
$25.3K - $27.5K
1.01K $44K
Nov 12, 2021 Q3 2021
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
142
+ 5.57%
$24.6K - $26.7K
2.69K $117K
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
138
+ 17.31%
$23.9K - $26K
935 $40.8K
Nov 07, 2022 Q3 2021
Red Tortoise LLC

Atlanta, GA
BUY
 -
125
New
$21.6K - $23.5K
125 $5.45K
Nov 12, 2021 Q3 2021
Cibc Private Wealth Group, LLC

BUY
 -
122
+ 2.68%
$21.1K - $23K
4.68K $204K
Nov 02, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 -
107
+ 2.34%
$18.5K - $20.2K
4.69K $205K
Oct 13, 2021 Q3 2021
West Hill Financial Advisors, Inc.

BUY
 -
105
New
$18.2K - $19.8K
105 $4.58K
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

BUY
 -
87
+ 1.76%
$15K - $16.4K
5.03K $219K
Oct 07, 2021 Q3 2021
Boston Standard Wealth Management, LLC

BUY
 -
87
+ 3.29%
$15K - $16.4K
2.73K $119K
Nov 15, 2021 Q3 2021
D.A. Davidson & Co.

BUY
 -
55
+ 1.76%
$9.51K - $10.4K
3.18K $139K
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
BUY
 -
46
+ 0.59%
$7.96K - $8.67K
7.82K $341K
Nov 12, 2021 Q3 2021
Tradition Wealth Management, LLC

BUY
 -
42
+ 0.8%
$7.26K - $7.91K
5.26K $230K
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
42
+ 0.06%
$7.26K - $7.91K
73.1K $3.19M
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
40
New
$6.92K - $7.53K
40 $1.75K
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

BUY
 -
38
+ 0.54%
$6.57K - $7.16K
7.08K $309K

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