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 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
212+ 400.0% |
$6.87K - $37.9K
|
265
$11.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
200+ 400.0% |
$6.48K - $35.8K
|
250
$10.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
200+ 400.0% |
$6.48K - $35.8K
|
250
$10.9K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
189+ 402.13% |
$6.13K - $33.8K
|
236
$10.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
175New |
$5.67K - $31.3K
|
175
$7.64K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
156+ 400.0% |
$5.06K - $27.9K
|
195
$8.51K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
148+ 400.0% |
$4.8K - $26.5K
|
185
$8.07K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
90New |
$2.92K - $16.1K
|
90
$3.93K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
85New |
$2.76K - $15.2K
|
85
$3.71K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
76+ 400.0% |
$2.46K - $13.6K
|
95
$4.14K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
76+ 400.0% |
$2.46K - $13.6K
|
95
$4.14K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
72+ 400.0% |
$2.33K - $12.9K
|
90
$3.93K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
56+ 400.0% |
$1.82K - $10K
|
70
$3.05K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
55New |
$1.78K - $9.84K
|
55
$2.4K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
44+ 400.0% |
$1.43K - $7.87K
|
55
$2.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
32New |
$1.04K - $5.72K
|
32
$1.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
8+ 400.0% |
$259 - $1.43K
|
10
$436
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-20- 38.46% |
$648 - $3.58K
|
32
$1.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-361- 3.32% |
$11.7K - $64.6K
|
10.5K
$459K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.61K- 3.28% |
$52.2K - $288K
|
47.5K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-7.34K- 51.47% |
$238K - $1.31M
|
6.92K
$302K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.32K- 98.94% |
$270K - $1.49M
|
89
$3.88K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-125KClosed |
$4.04M - $22.3M
|
0
$0
|