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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.32% |
$151 - $168
|
1.24K
$54.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 0.33% |
$113 - $126
|
903
$39.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.41% |
$75.4 - $84
|
488
$21.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.02% |
$75.4 - $84
|
12.2K
$531K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.51% |
$37.7 - $42
|
197
$8.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.21% |
$37.7 - $42
|
475
$20.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1+ 0.01% |
$37.7 - $42
|
7.57K
$330K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.42% |
$37.7 - $42
|
239
$10.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-24- 0.43% |
$904 - $1.01K
|
5.61K
$245K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-25- 0.28% |
$942 - $1.05K
|
8.96K
$391K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-34- 0.28% |
$1.28K - $1.43K
|
12.2K
$531K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-35- 1.07% |
$1.32K - $1.47K
|
3.23K
$141K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.07% |
$1.88K - $2.1K
|
67.7K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-64- 0.02% |
$2.41K - $2.69K
|
294K
$12.8M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-68- 0.52% |
$2.56K - $2.86K
|
13.1K
$570K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-70- 1.59% |
$2.64K - $2.94K
|
4.34K
$189K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-113- 3.99% |
$4.26K - $4.75K
|
2.72K
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-120- 1.49% |
$4.52K - $5.04K
|
7.96K
$347K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-140- 0.22% |
$5.28K - $5.88K
|
63.6K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-169- 0.16% |
$6.37K - $7.1K
|
109K
$4.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-173- 4.81% |
$6.52K - $7.27K
|
3.43K
$150K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-183- 4.97% |
$6.9K - $7.69K
|
3.5K
$153K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-184- 0.83% |
$6.93K - $7.73K
|
22K
$961K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-189- 0.67% |
$7.12K - $7.94K
|
28.1K
$1.22M
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-205- 2.59% |
$7.72K - $8.61K
|
7.71K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-237- 1.28% |
$8.93K - $9.95K
|
18.3K
$800K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-245- 59.76% |
$9.23K - $10.3K
|
165
$7.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-266- 1.98% |
$10K - $11.2K
|
13.2K
$575K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-288- 1.96% |
$10.9K - $12.1K
|
14.4K
$627K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-335- 0.8% |
$12.6K - $14.1K
|
41.5K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-361- 2.92% |
$13.6K - $15.2K
|
12K
$523K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-384- 16.55% |
$14.5K - $16.1K
|
1.94K
$84.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-483- 53.49% |
$18.2K - $20.3K
|
420
$18.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-530- 5.4% |
$20K - $22.3K
|
9.29K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-575- 2.13% |
$21.7K - $24.2K
|
26.4K
$1.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-608- 7.63% |
$22.9K - $25.5K
|
7.36K
$321K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-611- 6.9% |
$23K - $25.7K
|
8.24K
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-636- 10.25% |
$24K - $26.7K
|
5.57K
$243K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-636- 10.23% |
$24K - $26.7K
|
5.58K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-646- 7.07% |
$24.3K - $27.1K
|
8.5K
$371K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-646- 5.37% |
$24.3K - $27.1K
|
11.4K
$497K
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-668- 3.27% |
$25.2K - $28.1K
|
19.8K
$863K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-776- 1.0% |
$29.2K - $32.6K
|
76.9K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-846- 0.3% |
$31.9K - $35.5K
|
285K
$12.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-900- 2.21% |
$33.9K - $37.8K
|
39.8K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-996- 5.3% |
$37.5K - $41.8K
|
17.8K
$777K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.01K- 6.57% |
$38.2K - $42.5K
|
14.4K
$629K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.05K- 6.46% |
$39.6K - $44.1K
|
15.2K
$664K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.1K- 8.75% |
$41.5K - $46.2K
|
11.5K
$501K
|