Purchases and Sales Made in Q4 2022 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 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.59% |
$29.7 - $170
|
171
$7.46K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 2.17% |
$29.7 - $170
|
47
$2.05K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
1+ 0.05% |
$29.7 - $170
|
2.21K
$96.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 3.85% |
$29.7 - $170
|
27
$1.18K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$29.7 - $170
|
4.69K
$205K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-1- 1.47% |
$29.7 - $170
|
67
$2.92K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-7- 0.06% |
$208 - $1.19K
|
11.1K
$485K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9- 7.32% |
$268 - $1.53K
|
114
$4.97K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-11- 0.72% |
$327 - $1.87K
|
1.51K
$66.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-15- 20.55% |
$446 - $2.55K
|
58
$2.53K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-17- 0.45% |
$505 - $2.89K
|
3.73K
$163K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-22- 0.52% |
$654 - $3.75K
|
4.19K
$183K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-28- 1.79% |
$832 - $4.77K
|
1.54K
$67K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-32- 3.35% |
$951 - $5.45K
|
922
$40.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Solitude Financial Services
|
SELL
|
- |
-40- 1.74% |
$1.19K - $6.81K
|
2.26K
$98.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-44- 0.95% |
$1.31K - $7.49K
|
4.59K
$200K
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-49- 0.73% |
$1.46K - $8.34K
|
6.64K
$290K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-51- 1.56% |
$1.52K - $8.68K
|
3.21K
$140K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-53- 0.43% |
$1.58K - $9.02K
|
12.2K
$532K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-60- 2.68% |
$1.78K - $10.2K
|
2.18K
$95.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-72- 4.25% |
$2.14K - $12.3K
|
1.62K
$70.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-78- 14.39% |
$2.32K - $13.3K
|
464
$20.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-82- 3.32% |
$2.44K - $14K
|
2.39K
$104K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-83- 2.23% |
$2.47K - $14.1K
|
3.65K
$159K
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-105- 2.33% |
$3.12K - $17.9K
|
4.4K
$192K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-125- 2.3% |
$3.72K - $21.3K
|
5.31K
$232K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-126- 0.95% |
$3.75K - $21.5K
|
13.2K
$574K
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-128- 0.56% |
$3.81K - $21.8K
|
22.6K
$985K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-131- 4.51% |
$3.89K - $22.3K
|
2.78K
$121K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-157- 6.38% |
$4.67K - $26.7K
|
2.3K
$100K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-160- 5.39% |
$4.76K - $27.2K
|
2.81K
$122K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-171- 0.93% |
$5.08K - $29.1K
|
18.2K
$796K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-192- 0.85% |
$5.71K - $32.7K
|
22.3K
$972K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-200- 5.15% |
$5.95K - $34.1K
|
3.68K
$161K
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-215- 5.44% |
$6.39K - $36.6K
|
3.74K
$163K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-236- 8.29% |
$7.02K - $40.2K
|
2.61K
$114K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-299- 38.58% |
$8.89K - $50.9K
|
476
$20.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-299- 12.78% |
$8.89K - $50.9K
|
2.04K
$89K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-310- 1.44% |
$9.22K - $52.8K
|
21.3K
$929K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-343- 5.42% |
$10.2K - $58.4K
|
5.99K
$261K
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-412- 55.6% |
$12.2K - $70.1K
|
329
$14.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-508- 12.05% |
$15.1K - $86.5K
|
3.71K
$162K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-598- 8.54% |
$17.8K - $102K
|
6.41K
$280K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-631- 1.7% |
$18.8K - $107K
|
36.5K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-637- 4.49% |
$18.9K - $108K
|
13.5K
$591K
|
|
|
Jan 25, 2023
Q4 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-866- 36.22% |
$25.7K - $147K
|
1.53K
$66.5K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-873- 36.48% |
$26K - $149K
|
1.52K
$66.3K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-909- 98.38% |
$27K - $155K
|
15
$654
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-949- 13.98% |
$28.2K - $162K
|
5.84K
$255K
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.49K- 11.13% |
$44.2K - $253K
|
11.9K
$518K
|