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 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
38K+ 206.91% |
$1.23M - $6.79M
|
56.3K
$2.46M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
37.5K+ 444.65% |
$1.21M - $6.7M
|
45.9K
$2M
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
BUY
|
- |
36.1K+ 351.88% |
$1.17M - $6.45M
|
46.3K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
30.3K+ 400.0% |
$983K - $5.42M
|
37.9K
$1.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
30K+ 634.26% |
$973K - $5.37M
|
34.8K
$1.52M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
29.2K+ 400.0% |
$946K - $5.22M
|
36.5K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28.9K+ 27.32% |
$937K - $5.17M
|
135K
$5.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
BUY
|
- |
27.9K+ 410.11% |
$905K - $4.99M
|
34.7K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.9K+ 227.23% |
$872K - $4.81M
|
38.8K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
26.7K+ 349.63% |
$866K - $4.78M
|
34.4K
$1.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
26.4K+ 533.15% |
$856K - $4.72M
|
31.3K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25.7K+ 530.38% |
$833K - $4.6M
|
30.5K
$1.33M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
25.4KNew |
$825K - $4.55M
|
25.4K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
BUY
|
- |
25.4K+ 408.98% |
$824K - $4.55M
|
31.6K
$1.38M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25.2K+ 168.78% |
$816K - $4.5M
|
40.1K
$1.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
24.5K+ 2684.56% |
$795K - $4.38M
|
25.4K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
23.6K+ 655.56% |
$765K - $4.22M
|
27.2K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
23K+ 384.66% |
$745K - $4.11M
|
28.9K
$1.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
22.4K+ 398.15% |
$726K - $4M
|
28K
$1.22M
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
22.2K+ 400.98% |
$720K - $3.97M
|
27.7K
$1.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
21.8K+ 461.81% |
$708K - $3.9M
|
26.6K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
21KNew |
$679K - $3.75M
|
21K
$914K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
20.2KNew |
$653K - $3.6M
|
20.2K
$879K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
19.7K+ 504.45% |
$639K - $3.53M
|
23.6K
$1.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
18.8K+ 392.98% |
$608K - $3.35M
|
23.5K
$1.03M
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
18.5K+ 399.94% |
$600K - $3.31M
|
23.2K
$1.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
18.5K+ 399.94% |
$600K - $3.31M
|
23.2K
$1.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
18.1K+ 393.98% |
$586K - $3.23M
|
22.7K
$988K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
17.9K+ 400.13% |
$579K - $3.19M
|
22.3K
$974K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
17.9K+ 400.13% |
$579K - $3.19M
|
22.3K
$974K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
16.8K+ 400.86% |
$543K - $3M
|
20.9K
$914K
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
16.5K+ 381.65% |
$534K - $2.95M
|
20.8K
$907K
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
15.8K+ 370.06% |
$512K - $2.82M
|
20.1K
$875K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
15.2K+ 400.0% |
$492K - $2.72M
|
19K
$828K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
15.1K+ 393.88% |
$488K - $2.69M
|
18.9K
$824K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
14.9K+ 400.0% |
$484K - $2.67M
|
18.7K
$815K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
14.9KNew |
$482K - $2.66M
|
14.9K
$649K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.9K+ 394.56% |
$482K - $2.66M
|
18.6K
$813K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.3K+ 386.91% |
$463K - $2.55M
|
18K
$784K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14K+ 538.46% |
$452K - $2.5M
|
16.5K
$722K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
13.6K+ 392.07% |
$442K - $2.44M
|
17.1K
$747K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
12.7K+ 367.25% |
$412K - $2.27M
|
16.2K
$706K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
12.6K+ 442.61% |
$408K - $2.25M
|
15.4K
$672K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12.3K+ 340.24% |
$397K - $2.19M
|
15.9K
$692K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12K+ 426.55% |
$387K - $2.14M
|
14.8K
$644K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.9K+ 540.91% |
$386K - $2.13M
|
14.1K
$615K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
11.9K+ 395.27% |
$384K - $2.12M
|
14.9K
$648K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.7K+ 398.47% |
$380K - $2.1M
|
14.7K
$640K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.2K+ 405.96% |
$364K - $2.01M
|
14K
$611K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
10.9K+ 424.12% |
$352K - $1.94M
|
13.4K
$586K
|