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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-13- 86.67% |
$379 - $2.31K
|
2
$87.3
|
|
|
Oct 13, 2022
Q3 2022
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-27- 0.74% |
$787 - $4.8K
|
3.61K
$158K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-28- 16.97% |
$816 - $4.98K
|
137
$5.98K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-47- 3.24% |
$1.37K - $8.35K
|
1.41K
$61.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-52- 2.98% |
$1.52K - $9.24K
|
1.69K
$73.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-59- 0.36% |
$1.72K - $10.5K
|
16.6K
$722K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-70- 1.49% |
$2.04K - $12.4K
|
4.63K
$202K
|
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-74- 1.09% |
$2.16K - $13.2K
|
6.69K
$292K
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-88- 0.41% |
$2.56K - $15.6K
|
21.6K
$942K
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-90- 1.56% |
$2.62K - $16K
|
5.68K
$248K
|
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
SELL
|
- |
-104- 0.7% |
$3.03K - $18.5K
|
14.7K
$640K
|
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-134- 2.41% |
$3.9K - $23.8K
|
5.44K
$237K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-150- 5.9% |
$4.37K - $26.7K
|
2.39K
$104K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-163- 6.18% |
$4.75K - $29K
|
2.47K
$108K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-174- 7.21% |
$5.07K - $30.9K
|
2.24K
$97.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-179- 3.82% |
$5.22K - $31.8K
|
4.5K
$196K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-187- 2.68% |
$5.45K - $33.2K
|
6.79K
$296K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-193- 1.71% |
$5.62K - $34.3K
|
11.1K
$485K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-225- 22.34% |
$6.56K - $40K
|
782
$34.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-322- 1.05% |
$9.38K - $57.2K
|
30.2K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-324- 0.44% |
$9.44K - $57.6K
|
72.7K
$3.17M
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-330- 16.55% |
$9.62K - $58.7K
|
1.66K
$72.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-354- 1.33% |
$10.3K - $62.9K
|
26.3K
$1.15M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-564- 2.42% |
$16.4K - $100K
|
22.7K
$990K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-598- 8.63% |
$17.4K - $106K
|
6.33K
$276K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-675- 49.89% |
$19.7K - $120K
|
678
$29.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-802- 4.47% |
$23.4K - $143K
|
17.1K
$748K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-807- 3.47% |
$23.5K - $143K
|
22.5K
$980K
|
|
|
Oct 07, 2022
Q3 2022
|
Hoese & CO LLP
|
SELL
|
- |
-810- 28.07% |
$23.6K - $144K
|
2.08K
$90.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-815- 0.33% |
$23.7K - $145K
|
245K
$10.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 6.94% |
$30.8K - $188K
|
14.2K
$619K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.16K- 54.91% |
$33.7K - $206K
|
951
$41.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.6K- 1.03% |
$46.5K - $284K
|
153K
$6.69M
|
|
|
Oct 13, 2022
Q3 2022
|
Solitude Financial Services
|
SELL
|
- |
-1.86K- 44.66% |
$54.1K - $330K
|
2.3K
$100K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.06K- 2.9% |
$60.1K - $367K
|
69.2K
$3.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.12K- 13.68% |
$61.7K - $377K
|
13.4K
$583K
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.15K- 10.74% |
$62.5K - $381K
|
17.8K
$778K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.67K- 62.8% |
$77.7K - $474K
|
1.58K
$68.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-3.41K- 21.81% |
$99.5K - $607K
|
12.2K
$534K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.49K- 60.84% |
$102K - $620K
|
2.25K
$98K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.49K- 60.84% |
$102K - $620K
|
2.25K
$98K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6.1K- 3.06% |
$178K - $1.08M
|
193K
$8.42M
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-7.77K- 75.49% |
$226K - $1.38M
|
2.52K
$110K
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-12.6K- 84.78% |
$369K - $2.25M
|
2.27K
$99K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.8K- 24.49% |
$693K - $4.22M
|
73.3K
$3.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.5K- 20.01% |
$713K - $4.35M
|
97.7K
$4.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-37.7K- 6.62% |
$1.1M - $6.7M
|
531K
$23.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-39.6K- 95.76% |
$1.15M - $7.03M
|
1.75K
$76.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-50.7K- 20.83% |
$1.48M - $9.01M
|
193K
$8.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-237K- 5.22% |
$6.89M - $42M
|
4.29M
$187M
|