Purchases and Sales Made in Q3 2024 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 2024. 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 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.77KNew |
$66.8K - $74.5K
|
1.77K
$77.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.56KNew |
$58.9K - $65.6K
|
1.56K
$68.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.5K+ 22.17% |
$56.4K - $62.9K
|
8.25K
$360K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.38KNew |
$52K - $58K
|
1.38K
$60.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.36K+ 58.58% |
$51.1K - $56.9K
|
3.67K
$160K
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.27K+ 3.08% |
$47.9K - $53.4K
|
42.5K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.27KNew |
$47.8K - $53.3K
|
1.27K
$55.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.02K+ 4.66% |
$38.2K - $42.6K
|
22.8K
$994K
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.01K+ 6.17% |
$38.1K - $42.4K
|
17.4K
$758K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
910+ 37.63% |
$34.3K - $38.2K
|
3.33K
$145K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
858New |
$32.3K - $36K
|
858
$37.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
757+ 1.33% |
$28.5K - $31.8K
|
57.5K
$2.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
698+ 8.71% |
$26.3K - $29.3K
|
8.71K
$380K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
650New |
$24.5K - $27.3K
|
650
$28.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
619+ 4.19% |
$23.3K - $26K
|
15.4K
$672K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
571+ 7.0% |
$21.5K - $24K
|
8.73K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
569+ 8.84% |
$21.4K - $23.9K
|
7K
$306K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
438+ 1.04% |
$16.5K - $18.4K
|
42.6K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
420+ 73.04% |
$15.8K - $17.6K
|
995
$43.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
414New |
$15.6K - $17.4K
|
414
$18.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
388New |
$14.6K - $16.3K
|
388
$16.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
360+ 3.41% |
$13.6K - $15.1K
|
10.9K
$477K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
355+ 1.0% |
$13.4K - $14.9K
|
36K
$1.57M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
297+ 1.19% |
$11.2K - $12.5K
|
25.2K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
242+ 0.14% |
$9.12K - $10.2K
|
175K
$7.62M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
240New |
$9.04K - $10.1K
|
240
$10.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
234+ 2.03% |
$8.82K - $9.83K
|
11.8K
$514K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
205+ 21.69% |
$7.72K - $8.61K
|
1.15K
$50.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
149New |
$5.61K - $6.26K
|
149
$6.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
130+ 0.35% |
$4.9K - $5.46K
|
37.6K
$1.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
111+ 1.09% |
$4.18K - $4.66K
|
10.3K
$451K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
82+ 2.18% |
$3.09K - $3.44K
|
3.85K
$168K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
81+ 10.63% |
$3.05K - $3.4K
|
843
$36.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
62+ 0.06% |
$2.34K - $2.6K
|
100K
$4.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
53+ 0.54% |
$2K - $2.23K
|
9.85K
$430K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
40+ 0.3% |
$1.51K - $1.68K
|
13.5K
$589K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
27+ 0.13% |
$1.02K - $1.13K
|
21K
$915K
|
|
|
Oct 02, 2024
Q3 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
25+ 0.33% |
$942 - $1.05K
|
7.69K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
24New |
$904 - $1.01K
|
24
$1.05K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
24+ 240.0% |
$904 - $1.01K
|
34
$1.48K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
20+ 0.08% |
$754 - $840
|
26.1K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.31% |
$678 - $756
|
5.74K
$251K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
17+ 0.07% |
$641 - $714
|
24.2K
$1.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
16+ 0.22% |
$603 - $672
|
7.15K
$312K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
11+ 0.19% |
$414 - $462
|
5.95K
$259K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 0.08% |
$301 - $336
|
9.76K
$426K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7+ 0.35% |
$264 - $294
|
2.02K
$88K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6+ 0.09% |
$226 - $252
|
6.55K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$188 - $210
|
13.4K
$585K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4+ 0.04% |
$151 - $168
|
10.3K
$448K
|