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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-40- 0.98% |
$7.24K - $8.04K
|
4.03K
$173K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-50- 28.9% |
$9.06K - $10.1K
|
123
$5.26K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-59- 23.89% |
$10.7K - $11.9K
|
188
$8.05K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-61Closed |
$11K - $12.3K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-63Closed |
$11.4K - $12.7K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-63- 14.58% |
$11.4K - $12.7K
|
369
$15.8K
|
|
|
Jan 27, 2022
Q4 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-70- 1.45% |
$12.7K - $14.1K
|
4.76K
$204K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-71- 2.63% |
$12.9K - $14.3K
|
2.62K
$112K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-87Closed |
$15.8K - $17.5K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
SELL
|
- |
-97- 6.19% |
$17.6K - $19.5K
|
1.47K
$62.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-105- 4.65% |
$19K - $21.1K
|
2.15K
$92.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-125- 8.02% |
$22.6K - $25.1K
|
1.43K
$61.3K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-133- 49.08% |
$24.1K - $26.7K
|
138
$5.91K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-138- 74.19% |
$25K - $27.7K
|
48
$2.05K
|
|
|
Jan 19, 2022
Q4 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-150- 0.91% |
$27.2K - $30.2K
|
16.4K
$700K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-154- 0.37% |
$27.9K - $31K
|
41.2K
$1.76M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-167- 2.67% |
$30.2K - $33.6K
|
6.09K
$261K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-190- 6.09% |
$34.4K - $38.2K
|
2.93K
$125K
|
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-200Closed |
$36.2K - $40.2K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-213- 1.03% |
$38.6K - $42.8K
|
20.6K
$880K
|
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-248- 3.47% |
$44.9K - $49.9K
|
6.89K
$295K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-280Closed |
$50.7K - $56.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-298- 0.32% |
$54K - $59.9K
|
91.6K
$3.92M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-299Closed |
$54.2K - $60.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-323- 1.88% |
$58.5K - $64.9K
|
16.9K
$722K
|
|
|
Feb 08, 2022
Q4 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-325- 14.93% |
$58.9K - $65.3K
|
1.85K
$79.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-366- 0.31% |
$66.3K - $73.6K
|
117K
$4.99M
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-397- 11.21% |
$71.9K - $79.8K
|
3.15K
$135K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-430- 10.11% |
$77.9K - $86.4K
|
3.82K
$164K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-500Closed |
$90.6K - $101K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-752- 4.47% |
$136K - $151K
|
16.1K
$688K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-909- 0.89% |
$165K - $183K
|
101K
$4.31M
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-949- 4.65% |
$172K - $191K
|
19.5K
$833K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1K- 88.26% |
$181K - $201K
|
133
$5.69K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.29K- 5.42% |
$234K - $260K
|
22.5K
$965K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.41K- 12.6% |
$256K - $284K
|
9.81K
$420K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.45K- 1.92% |
$262K - $290K
|
73.6K
$3.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.8KClosed |
$325K - $361K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-1.81K- 14.9% |
$327K - $363K
|
10.3K
$441K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.52K- 35.2% |
$456K - $506K
|
4.64K
$198K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.74K- 2.4% |
$497K - $552K
|
112K
$4.77M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.88K- 13.37% |
$522K - $580K
|
18.7K
$800K
|
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.76K- 16.24% |
$681K - $756K
|
19.4K
$830K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-5.65KClosed |
$1.02M - $1.13M
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.74KClosed |
$1.04M - $1.15M
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-33.5K- 94.51% |
$6.07M - $6.74M
|
1.95K
$83.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-38K- 40.37% |
$6.88M - $7.64M
|
56.2K
$2.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-525K- 93.4% |
$95.1M - $106M
|
37.1K
$1.59M
|