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 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
37
New
$6.4K - $6.97K
37 $1.61K
Oct 19, 2021 Q3 2021
Ellevest, Inc.

BUY
 -
31
New
$5.36K - $5.84K
31 $1.35K
Oct 15, 2021 Q3 2021
Sheets Smith Wealth Management

BUY
 -
15
+ 0.82%
$2.59K - $2.83K
1.85K $80.7K
Oct 27, 2021 Q3 2021
Newbridge Financial Services Group, Inc.

BUY
 -
11
New
$1.9K - $2.07K
11 $480
Oct 25, 2021 Q3 2021
Cerity Partners LLC

New York, NY
BUY
 -
7
+ 0.21%
$1.21K - $1.32K
3.28K $143K
Nov 04, 2021 Q3 2021
Brighton Jones LLC

BUY
 -
5
+ 0.12%
$865 - $942
4.09K $179K
Nov 18, 2021 Q3 2021
Wealthsource Partners, LLC

BUY
 -
4
+ 0.03%
$692 - $753
14.5K $634K
Nov 02, 2021 Q3 2021
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
3
+ 0.06%
$519 - $565
5.21K $227K
Nov 15, 2021 Q3 2021
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
3
+ 0.07%
$519 - $565
4.14K $180K
Nov 12, 2021 Q3 2021
Accredited Investors Inc.

BUY
 -
3
+ 0.02%
$519 - $565
16.1K $703K
Oct 15, 2021 Q3 2021
Spectrum Wealth Advisory Group, LLC

BUY
 -
2
+ 0.07%
$346 - $377
2.72K $119K
Nov 02, 2021 Q3 2021
Valeo Financial Advisors, LLC

BUY
 -
1
+ 0.08%
$173 - $188
1.24K $54K
Nov 15, 2021 Q3 2021
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1
+ 0.12%
$173 - $188
805 $35.1K
Nov 02, 2021 Q3 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1
+ 1.96%
$173 - $188
52 $2.27K
Oct 25, 2021 Q3 2021
Sightline Wealth Advisors, LLC

BUY
 -
1
+ 0.09%
$173 - $188
1.1K $48.2K
Nov 15, 2021 Q3 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
1
+ 0.03%
$173 - $188
3.12K $136K
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

SELL
 -
0
Closed
$0 - $0
0 $0
Oct 12, 2021 Q3 2021
Carlson Capital Management

SELL
 -
-3
- 0.17%
$519 - $565
1.75K $76.2K
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

SELL
 -
-5
- 0.17%
$865 - $942
2.88K $125K
Oct 14, 2021 Q3 2021
Forvis Wealth Advisors, LLC

SELL
 -
-9
- 0.1%
$1.56K - $1.7K
8.99K $392K
Nov 12, 2021 Q3 2021
Bellwether Advisors, LLC

SELL
 -
-18
- 7.41%
$3.11K - $3.39K
225 $9.82K
Oct 21, 2021 Q3 2021
Park Avenue Securities LLC

SELL
 -
-23
- 1.15%
$3.98K - $4.33K
1.97K $86.1K
Oct 15, 2021 Q3 2021
Paradigm, Strategies In Wealth Management, LLC

SELL
 -
-25
Closed
$4.32K - $4.71K
0 $0
Oct 08, 2021 Q3 2021
Creative Financial Designs Inc

SELL
 -
-29
Closed
$5.02K - $5.46K
0 $0
Nov 05, 2021 Q3 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-30
- 14.78%
$5.19K - $5.65K
173 $7.55K
Nov 09, 2021 Q3 2021
Barclays PLC

London, X0
SELL
 -
-43
- 41.35%
$7.44K - $8.1K
61 $2.66K
Nov 15, 2021 Q3 2021
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-50
- 16.84%
$8.65K - $9.42K
247 $10.8K
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-57
- 0.24%
$9.86K - $10.7K
23.5K $1.03M
Nov 15, 2021 Q3 2021
Eaton Vance Management

Boston, MA
SELL
 -
-58
Closed
$10K - $10.9K
0 $0
Oct 21, 2021 Q3 2021
Townsend Asset Management Corp

SELL
 -
-59
- 2.47%
$10.2K - $11.1K
2.33K $102K
Nov 12, 2021 Q3 2021
Arlington Financial Advisors, LLC

SELL
 -
-67
- 0.16%
$11.6K - $12.6K
41.4K $1.81M
Nov 12, 2021 Q3 2021
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-72
- 1.17%
$12.5K - $13.6K
6.11K $266K
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-73
- 37.63%
$12.6K - $13.8K
121 $5.28K
Nov 12, 2021 Q3 2021
Natixis

Paris, I0
SELL
 -
-74
- 1.2%
$12.8K - $13.9K
6.07K $265K
Nov 12, 2021 Q3 2021
Personal Capital Advisors Corp

SELL
 -
-74
- 4.51%
$12.8K - $13.9K
1.57K $68.3K
Nov 12, 2021 Q3 2021
Hoey Investments, Inc

Coatesville, PA
SELL
 -
-75
Closed
$13K - $14.1K
0 $0
Oct 28, 2021 Q3 2021
Sterling Financial Planning, Inc.

SELL
 -
-92
- 1.45%
$15.9K - $17.3K
6.25K $273K
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
SELL
 -
-94
- 33.69%
$16.3K - $17.7K
185 $8.07K
Nov 04, 2021 Q3 2021
Choate Investment Advisors

Boston, MA
SELL
 -
-103
Closed
$17.8K - $19.4K
0 $0
Nov 09, 2021 Q3 2021
Oxler Private Wealth LLC

New York, NY
SELL
 -
-108
- 2.19%
$18.7K - $20.3K
4.83K $211K
Oct 15, 2021 Q3 2021
Trilogy Capital Inc.

SELL
 -
-111
- 4.88%
$19.2K - $20.9K
2.16K $94.4K
Nov 02, 2021 Q3 2021
Syverson Strege & CO

West Des Moines, IA
SELL
 -
-112
- 20.59%
$19.4K - $21.1K
432 $18.8K
Nov 03, 2021 Q3 2021
West Coast Financial LLC

SELL
 -
-130
- 7.67%
$22.5K - $24.5K
1.57K $68.3K
Nov 12, 2021 Q3 2021
Gen Trust, LLC

SELL
 -
-131
- 8.88%
$22.7K - $24.7K
1.35K $58.7K
Jun 07, 2022 Q3 2021
True North Advisors, LLC

SELL
 -
-146
- 7.88%
$25.3K - $27.5K
1.71K $74.4K
Nov 15, 2021 Q3 2021
Shakespeare Wealth Management, Inc.

Pewaukee, WI
SELL
 -
-159
- 2.18%
$27.5K - $30K
7.14K $311K
Oct 21, 2021 Q3 2021
Bridgeworth, LLC

Birmingham, AL
SELL
 -
-161
- 7.24%
$27.8K - $30.3K
2.06K $90K
Oct 19, 2021 Q3 2021
Arkadios Wealth Advisors

SELL
 -
-164
Closed
$28.4K - $30.9K
0 $0

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