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 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
206New |
$37.3K - $41.4K
|
206
$8.82K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
200+ 15.02% |
$36.2K - $40.2K
|
1.53K
$65.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
172+ 3.42% |
$31.2K - $34.6K
|
5.2K
$222K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
160+ 0.68% |
$29K - $32.2K
|
23.7K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
117+ 96.69% |
$21.2K - $23.5K
|
238
$10.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
100+ 4.85% |
$18.1K - $20.1K
|
2.16K
$92.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
100New |
$18.1K - $20.1K
|
100
$4.28K
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
87+ 0.37% |
$15.8K - $17.5K
|
23.3K
$998K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
74+ 5.27% |
$13.4K - $14.9K
|
1.48K
$63.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
70+ 4.47% |
$12.7K - $14.1K
|
1.64K
$70K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
56+ 1.95% |
$10.1K - $11.3K
|
2.93K
$125K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
52+ 0.99% |
$9.42K - $10.5K
|
5.31K
$227K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
40New |
$7.24K - $8.04K
|
40
$1.71K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
38New |
$6.88K - $7.64K
|
38
$1.63K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
34+ 85.0% |
$6.16K - $6.83K
|
74
$3.17K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
33New |
$5.98K - $6.63K
|
33
$1.41K
|
|
|
Jan 18, 2022
Q4 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
31+ 1.13% |
$5.61K - $6.23K
|
2.76K
$118K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
24New |
$4.35K - $4.82K
|
24
$1.03K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13+ 7.03% |
$2.35K - $2.61K
|
198
$8.47K
|
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
BUY
|
- |
7+ 0.12% |
$1.27K - $1.41K
|
6.08K
$260K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
6+ 0.15% |
$1.09K - $1.21K
|
4.1K
$175K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4+ 0.4% |
$724 - $804
|
1.01K
$43.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4+ 0.1% |
$724 - $804
|
4.14K
$177K
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.08% |
$724 - $804
|
5.21K
$223K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2+ 0.06% |
$362 - $402
|
3.6K
$154K
|
|
|
Jan 26, 2022
Q4 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.18% |
$362 - $402
|
1.11K
$47.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.09% |
$362 - $402
|
2.33K
$99.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.12% |
$181 - $201
|
832
$35.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$181 - $201
|
7.08K
$303K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.1% |
$181 - $201
|
1.03K
$44K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$181 - $201
|
4.69K
$201K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.05% |
$181 - $201
|
1.85K
$79.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-2- 0.17% |
$362 - $402
|
1.2K
$51.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2- 0.03% |
$362 - $402
|
6.11K
$261K
|
|
|
Mar 10, 2022
Q4 2021
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-3- 60.0% |
$543 - $603
|
2
$85.6
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-4- 4.0% |
$724 - $804
|
96
$4.11K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-10- 1.27% |
$1.81K - $2.01K
|
777
$33.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-11Closed |
$1.99K - $2.21K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-11- 0.05% |
$1.99K - $2.21K
|
21.1K
$902K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.16% |
$2.54K - $2.81K
|
8.98K
$384K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-15- 0.76% |
$2.72K - $3.02K
|
1.96K
$83.8K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-21- 1.62% |
$3.8K - $4.22K
|
1.27K
$54.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-23- 0.16% |
$4.17K - $4.62K
|
14.6K
$624K
|
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
SELL
|
- |
-26- 1.93% |
$4.71K - $5.23K
|
1.32K
$56.5K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
SELL
|
- |
-29- 1.7% |
$5.25K - $5.83K
|
1.68K
$71.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-31Closed |
$5.61K - $6.23K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-35Closed |
$6.34K - $7.04K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-37Closed |
$6.7K - $7.44K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-38- 1.2% |
$6.88K - $7.64K
|
3.14K
$134K
|