Purchases and Sales Made in Q4 2022 in Invesco Ftse Rafi Us 1500 Smal (PRFZ)

PRFZ Quotes by TradingView

This table provides information about the institutional ownership of Invesco Ftse Rafi Us 1500 Smal (PRFZ) during Q4 2022. 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 09, 2023 Q4 2022
Huntington National Bank

Columbus, OH
BUY
 -
420
New
$12.5K - $71.5K
420 $18.3K
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

BUY
 -
418
+ 11.62%
$12.4K - $71.2K
4.02K $175K
Feb 09, 2023 Q4 2022
Waddell & Associates, LLC

BUY
 -
406
+ 16.09%
$12.1K - $69.1K
2.93K $128K
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
405
+ 25.63%
$12K - $69K
1.99K $86.6K
Feb 10, 2023 Q4 2022
Assetmark, Inc

BUY
 -
369
New
$11K - $62.8K
369 $16.1K
Feb 02, 2023 Q4 2022
Western Wealth Management, LLC

BUY
 -
336
+ 15.29%
$9.99K - $57.2K
2.53K $111K
Mar 15, 2023 Q4 2022
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
263
New
$7.82K - $44.8K
263 $11.5K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
248
New
$7.37K - $42.2K
248 $10.8K
Feb 10, 2023 Q4 2022
Creative Planning

Overland Park, KS
BUY
 -
234
+ 1.97%
$6.96K - $39.8K
12.1K $530K
Jun 13, 2023 Q4 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
215
+ 0.32%
$6.39K - $36.6K
68.3K $2.98M
Feb 02, 2023 Q4 2022
Principle Wealth Partners LLC

BUY
 -
168
+ 4.7%
$4.99K - $28.6K
3.74K $163K
Feb 10, 2023 Q4 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
165
+ 78.95%
$4.91K - $28.1K
374 $16.3K
Feb 13, 2023 Q4 2022
Bellwether Advisors, LLC

BUY
 -
156
+ 57.99%
$4.64K - $26.6K
425 $18.5K
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
BUY
 -
152
+ 69.09%
$4.52K - $25.9K
372 $16.2K
Feb 01, 2023 Q4 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
125
New
$3.72K - $21.3K
125 $5.45K
Jan 19, 2023 Q4 2022
Stratos Wealth Partners, Ltd.

BUY
 -
119
+ 5.9%
$3.54K - $20.3K
2.14K $93.2K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
114
New
$3.39K - $19.4K
114 $4.97K
Jun 01, 2023 Q4 2022
Cibc Private Wealth Group, LLC

BUY
 -
107
+ 2.33%
$3.18K - $18.2K
4.69K $205K
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
106
New
$3.15K - $18K
106 $4.62K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
106
New
$3.15K - $18K
106 $4.62K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
99
New
$2.94K - $16.9K
99 $4.32K
Feb 01, 2023 Q4 2022
Private Ocean, LLC

BUY
 -
95
+ 0.55%
$2.82K - $16.2K
17.2K $752K
Feb 09, 2023 Q4 2022
Wealthsource Partners, LLC

BUY
 -
89
+ 0.54%
$2.65K - $15.2K
16.6K $726K
Feb 06, 2023 Q4 2022
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
87
+ 3.83%
$2.59K - $14.8K
2.36K $103K
Feb 13, 2023 Q4 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
77
New
$2.29K - $13.1K
77 $3.36K
Feb 14, 2023 Q4 2022
Evercore Wealth Management, LLC

New York, NY
BUY
 -
68
+ 0.9%
$2.02K - $11.6K
7.59K $331K
Feb 15, 2023 Q4 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
56
+ 0.09%
$1.66K - $9.53K
64.9K $2.83M
Jan 27, 2023 Q4 2022
Baldwin Brothers LLC

BUY
 -
50
New
$1.49K - $8.51K
50 $2.18K
Feb 14, 2024 Q4 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
47
+ 79.66%
$1.4K - $8K
106 $4.62K
Jan 04, 2023 Q4 2022
Bartlett & Co. LLC

BUY
 -
47
+ 79.66%
$1.4K - $8K
106 $4.62K
Jan 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

BUY
 -
33
+ 12.89%
$981 - $5.62K
289 $12.6K
Feb 14, 2023 Q4 2022
West Coast Financial LLC

BUY
 -
30
+ 1.94%
$892 - $5.11K
1.58K $68.7K
Feb 10, 2023 Q4 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
20
+ 0.0%
$595 - $3.41K
531K $23.2M
Jan 10, 2023 Q4 2022
Gradient Investments LLC

BUY
 -
19
New
$565 - $3.23K
19 $829
Jan 10, 2023 Q4 2022
Boston Standard Wealth Management, LLC

BUY
 -
19
+ 0.53%
$565 - $3.23K
3.63K $158K
Jan 31, 2023 Q4 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
19
New
$565 - $3.23K
19 $829
Mar 08, 2023 Q4 2022
Sheets Smith Wealth Management

BUY
 -
18
+ 0.97%
$535 - $3.06K
1.88K $82.2K
Jan 24, 2023 Q4 2022
Park Avenue Securities LLC

BUY
 -
16
+ 0.83%
$476 - $2.72K
1.94K $84.6K
Jan 17, 2023 Q4 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
15
New
$446 - $2.55K
15 $654
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
12
New
$357 - $2.04K
12 $524
Feb 13, 2023 Q4 2022
Cibc Private Wealth Group, LLC

BUY
 -
12
+ 0.26%
$357 - $2.04K
4.69K $205K
Nov 13, 2023 Q4 2022
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
10
+ 0.09%
$297 - $1.7K
10.8K $471K
Feb 08, 2023 Q4 2022
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
8
+ 0.14%
$238 - $1.36K
5.69K $248K
Feb 01, 2023 Q4 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
6
+ 0.34%
$178 - $1.02K
1.76K $76.7K
Feb 14, 2023 Q4 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
5
+ 0.27%
$149 - $851
1.86K $81.2K
Feb 03, 2023 Q4 2022
Spire Wealth Management

BUY
 -
3
+ 0.32%
$89.2 - $511
954 $41.6K
Feb 01, 2023 Q4 2022
Financial Advisory Service, Inc.

BUY
 -
3
+ 0.23%
$89.2 - $511
1.28K $55.9K
Feb 13, 2023 Q4 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1
+ 0.05%
$29.7 - $170
1.86K $81.2K
Jan 17, 2023 Q4 2022
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
1
New
$29.7 - $170
1 $43.6

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