Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
64K+ 7699.04% |
$1.86M - $11.4M
|
64.8K
$2.83M
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
BUY
|
- |
28.1K+ 152.75% |
$820K - $5M
|
46.6K
$2.03M
|
|
Nov 14, 2022
Q3 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
25.6KNew |
$747K - $4.56M
|
25.6K
$1.12M
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
18.4K+ 67.4% |
$537K - $3.28M
|
45.8K
$2M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.2K+ 14.62% |
$471K - $2.87M
|
127K
$5.53M
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
14.9K+ 32.42% |
$435K - $2.65M
|
61K
$2.66M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.7K+ 665.34% |
$428K - $2.61M
|
16.9K
$738K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
13.7KNew |
$400K - $2.44M
|
13.7K
$599K
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
13.3KNew |
$387K - $2.36M
|
13.3K
$580K
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.1KNew |
$381K - $2.32M
|
13.1K
$570K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.5K+ 651.22% |
$365K - $2.23M
|
14.4K
$630K
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.7K+ 3.79% |
$342K - $2.09M
|
322K
$14M
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11.2KNew |
$327K - $1.99M
|
11.2K
$490K
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
7.21K+ 70.63% |
$210K - $1.28M
|
17.4K
$760K
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
6.81KNew |
$198K - $1.21M
|
6.81K
$297K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.47K+ 355.53% |
$159K - $972K
|
7.01K
$306K
|
|
Oct 13, 2022
Q3 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
5.44K+ 99.98% |
$158K - $966K
|
10.9K
$474K
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.68KNew |
$136K - $832K
|
4.68K
$204K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.25KNew |
$124K - $755K
|
4.25K
$185K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
4.15K+ 4.32% |
$121K - $738K
|
100K
$4.38M
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
3.85KNew |
$112K - $684K
|
3.85K
$168K
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.78KNew |
$110K - $671K
|
3.78K
$165K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.48K+ 3.56% |
$72.2K - $440K
|
72.2K
$3.15M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.2KNew |
$64K - $391K
|
2.2K
$95.9K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.16K+ 1.27% |
$62.8K - $383K
|
171K
$7.48M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.99K+ 123.69% |
$58K - $354K
|
3.6K
$157K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.98K+ 214.84% |
$57.8K - $352K
|
2.91K
$127K
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.87KNew |
$54.4K - $332K
|
1.87K
$81.4K
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
1.71KNew |
$49.8K - $304K
|
1.71K
$74.5K
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.58KNew |
$46.1K - $281K
|
1.58K
$69K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.56KNew |
$45.5K - $278K
|
1.56K
$68.2K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.53KNew |
$44.6K - $272K
|
1.53K
$66.8K
|
|
Nov 09, 2022
Q3 2022
|
Sws Partners
|
BUY
|
- |
1.38KNew |
$40.2K - $245K
|
1.38K
$60.2K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.1K+ 6.36% |
$32.1K - $196K
|
18.4K
$804K
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
900+ 25.71% |
$26.2K - $160K
|
4.4K
$192K
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
850+ 26.38% |
$24.8K - $151K
|
4.07K
$178K
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
821+ 3.95% |
$23.9K - $146K
|
21.6K
$944K
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
775New |
$22.6K - $138K
|
775
$33.8K
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
741New |
$21.6K - $132K
|
741
$32.3K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
646+ 1.01% |
$18.8K - $115K
|
64.8K
$2.83M
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
590+ 3.0% |
$17.2K - $105K
|
20.2K
$883K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
541+ 36.68% |
$15.8K - $96.2K
|
2.02K
$88K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
489+ 1.33% |
$14.2K - $86.9K
|
37.2K
$1.62M
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
431+ 4.16% |
$12.6K - $76.6K
|
10.8K
$471K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
371New |
$10.8K - $65.9K
|
371
$16.2K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
334+ 1.49% |
$9.73K - $59.4K
|
22.7K
$993K
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
318New |
$9.27K - $56.5K
|
318
$13.9K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
281New |
$8.19K - $49.9K
|
281
$12.3K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
235+ 1.07% |
$6.85K - $41.8K
|
22.3K
$972K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
216New |
$6.29K - $38.4K
|
216
$9.42K
|