Purchases and Sales Made in Q3 2023 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 2023. 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 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
16.1M+ 395.98% |
$521M - $2.87B
|
20.1M
$878M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.29M+ 436.88% |
$41.9M - $231M
|
1.59M
$69.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
990K+ 11642.6% |
$32.1M - $177M
|
999K
$43.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
969K+ 389.05% |
$31.4M - $173M
|
1.22M
$53.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
838K+ 395.28% |
$27.2M - $150M
|
1.05M
$45.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
796K+ 404.1% |
$25.8M - $142M
|
993K
$43.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
649K+ 400.59% |
$21M - $116M
|
811K
$35.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
543K+ 466.2% |
$17.6M - $97.1M
|
660K
$28.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
522K+ 488.19% |
$16.9M - $93.4M
|
629K
$27.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
520K+ 393.61% |
$16.8M - $92.9M
|
652K
$28.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
450K+ 378.21% |
$14.6M - $80.4M
|
569K
$24.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
431K+ 425.02% |
$14M - $77M
|
532K
$23.2M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
423K+ 447.86% |
$13.7M - $75.6M
|
517K
$22.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
360K+ 448.76% |
$11.7M - $64.3M
|
440K
$19.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
321K+ 442.5% |
$10.4M - $57.3M
|
393K
$17.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
264K+ 403.75% |
$8.57M - $47.2M
|
330K
$14.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
230K+ 410.0% |
$7.44M - $41.1M
|
286K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
225K+ 398.65% |
$7.3M - $40.2M
|
281K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
219K+ 359.9% |
$7.12M - $39.2M
|
280K
$12.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
216K+ 387.91% |
$6.99M - $38.6M
|
271K
$11.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
178K+ 464.66% |
$5.78M - $31.9M
|
217K
$9.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
165K+ 511.15% |
$5.34M - $29.4M
|
197K
$8.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
163K+ 405.86% |
$5.28M - $29.1M
|
203K
$8.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
150K+ 389.3% |
$4.88M - $26.9M
|
189K
$8.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
139K+ 474.9% |
$4.52M - $24.9M
|
169K
$7.36M
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
114K+ 398.97% |
$3.71M - $20.4M
|
143K
$6.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
99.3K+ 384.43% |
$3.22M - $17.8M
|
125K
$5.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
98.2K+ 400.56% |
$3.18M - $17.6M
|
123K
$5.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
95.9K+ 406.97% |
$3.11M - $17.2M
|
119K
$5.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Solitude Financial Services
|
BUY
|
- |
91.5K+ 4374.08% |
$2.97M - $16.4M
|
93.6K
$4.08M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
89.8K+ 400.0% |
$2.91M - $16.1M
|
112K
$4.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
88.7K+ 407.52% |
$2.88M - $15.9M
|
111K
$4.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
85.2K+ 400.0% |
$2.76M - $15.2M
|
107K
$4.65M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
82.8K+ 402.99% |
$2.68M - $14.8M
|
103K
$4.51M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
81.7K+ 395.7% |
$2.65M - $14.6M
|
102K
$4.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
75.8K+ 286.02% |
$2.46M - $13.5M
|
102K
$4.46M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
70.8K+ 443.86% |
$2.3M - $12.7M
|
86.8K
$3.79M
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
69.6K+ 393.23% |
$2.26M - $12.4M
|
87.3K
$3.81M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
69.2K+ 523.65% |
$2.24M - $12.4M
|
82.4K
$3.59M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
68.4K+ 399.97% |
$2.22M - $12.2M
|
85.5K
$3.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
66.5K+ 400.27% |
$2.16M - $11.9M
|
83.1K
$3.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
65.3K+ 397.98% |
$2.12M - $11.7M
|
81.7K
$3.57M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
56.6K+ 387.93% |
$1.84M - $10.1M
|
71.2K
$3.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
52.6K+ 422.72% |
$1.71M - $9.41M
|
65.1K
$2.84M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
51.4K+ 384.83% |
$1.66M - $9.18M
|
64.7K
$2.82M
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
45.8KNew |
$1.49M - $8.19M
|
45.8K
$2M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
44.3K+ 404.56% |
$1.44M - $7.92M
|
55.3K
$2.41M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
40.9K+ 400.0% |
$1.33M - $7.32M
|
51.1K
$2.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.4K+ 414.36% |
$1.28M - $7.04M
|
48.9K
$2.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
38.7K+ 324.12% |
$1.26M - $6.92M
|
50.7K
$2.21M
|