Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
86KNew |
$15.6M - $17.3M
|
86K
$3.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
78.6K+ 3.37% |
$14.2M - $15.8M
|
2.41M
$105M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.5K+ 126.57% |
$3.89M - $4.32M
|
38.5K
$1.68M
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.8K+ 5.0% |
$2.49M - $2.77M
|
289K
$12.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.4K+ 86.09% |
$2.24M - $2.49M
|
26.8K
$1.17M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9.78KNew |
$1.77M - $1.97M
|
9.78K
$427K
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
8.26K+ 37.19% |
$1.5M - $1.66M
|
30.5K
$1.33M
|
|
|
Jan 18, 2022
Q4 2021
|
Solitude Financial Services
|
BUY
|
- |
4.07K+ 12.63% |
$737K - $818K
|
36.3K
$1.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.49K+ 4.77% |
$631K - $701K
|
76.6K
$3.34M
|
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.92K+ 2.19% |
$528K - $586K
|
136K
$5.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.87K+ 1.28% |
$520K - $577K
|
226K
$9.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.74K+ 38.13% |
$497K - $552K
|
9.94K
$434K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.74K+ 17.54% |
$496K - $551K
|
18.4K
$801K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.62K+ 15.22% |
$475K - $527K
|
19.9K
$866K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.6K+ 1.15% |
$470K - $522K
|
228K
$9.95M
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
2.56K+ 2.1% |
$463K - $514K
|
124K
$5.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.5KNew |
$452K - $502K
|
2.5K
$109K
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
2.19KNew |
$397K - $441K
|
2.19K
$95.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.96KNew |
$355K - $394K
|
1.96K
$85.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.93KNew |
$350K - $388K
|
1.93K
$84.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.89KNew |
$342K - $379K
|
1.89K
$82.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
1.76KNew |
$318K - $353K
|
1.76K
$76.6K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
1.56K+ 12.16% |
$282K - $313K
|
14.4K
$627K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.54K+ 10.57% |
$278K - $309K
|
16.1K
$701K
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
1.5KNew |
$272K - $302K
|
1.5K
$65.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
1.27K+ 1514.29% |
$230K - $256K
|
1.36K
$59.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.19K+ 1.67% |
$215K - $238K
|
72.1K
$3.15M
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.15KNew |
$208K - $231K
|
1.15K
$50.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.15KNew |
$208K - $231K
|
1.15K
$50K
|
|
|
Feb 10, 2022
Q4 2021
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1.14K+ 42.04% |
$207K - $230K
|
3.86K
$168K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
1.13KNew |
$204K - $227K
|
1.13K
$49.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.1K+ 136.02% |
$198K - $220K
|
1.9K
$82.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.08KNew |
$196K - $217K
|
1.08K
$47.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.05KNew |
$190K - $211K
|
1.05K
$45.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
995+ 0.17% |
$180K - $200K
|
589K
$25.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
831+ 9233.33% |
$151K - $167K
|
840
$36.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
766+ 4.05% |
$139K - $154K
|
19.7K
$859K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
629+ 166.4% |
$114K - $126K
|
1.01K
$43.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
557New |
$101K - $112K
|
557
$24.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
519+ 2.62% |
$94K - $104K
|
20.3K
$888K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
410New |
$74.3K - $82.4K
|
410
$17.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
404+ 2.51% |
$73.2K - $81.2K
|
16.5K
$721K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
388+ 1.46% |
$70.3K - $78K
|
27K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
373+ 15.2% |
$67.6K - $75K
|
2.83K
$123K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
360+ 1.86% |
$65.2K - $72.4K
|
19.8K
$862K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
287+ 3.67% |
$52K - $57.7K
|
8.11K
$354K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
285+ 11.41% |
$51.6K - $57.3K
|
2.78K
$121K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
250New |
$45.3K - $50.3K
|
250
$10.9K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
235+ 8.73% |
$42.6K - $47.2K
|
2.93K
$128K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
215New |
$38.9K - $43.2K
|
215
$9.38K
|