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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.58K- 4.28% |
$46.9K - $269K
|
35.3K
$1.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.82K- 2.48% |
$54.1K - $310K
|
71.5K
$3.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2.1K- 51.51% |
$62.3K - $357K
|
1.97K
$86.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
SELL
|
- |
-2.56K- 17.45% |
$76.1K - $436K
|
12.1K
$528K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.6K- 59.09% |
$77.3K - $443K
|
1.8K
$78.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.55K- 27.19% |
$106K - $605K
|
9.51K
$415K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.95K- 5.71% |
$117K - $673K
|
65.3K
$2.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.46K- 6.18% |
$133K - $759K
|
67.7K
$2.95M
|
|
|
Jan 20, 2023
Q4 2022
|
Prairiewood Capital, LLC
|
SELL
|
- |
-8.76K- 80.52% |
$260K - $1.49M
|
2.12K
$92.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.32K- 55.09% |
$277K - $1.59M
|
7.6K
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-13.1K- 4.07% |
$389K - $2.23M
|
309K
$13.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-13.7K- 99.72% |
$407K - $2.33M
|
39
$1.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.4K- 25.25% |
$546K - $3.13M
|
54.4K
$2.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.4K- 16.07% |
$606K - $3.47M
|
106K
$4.64M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-21.5K- 83.66% |
$638K - $3.65M
|
4.19K
$183K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-52.7K- 1.23% |
$1.57M - $8.97M
|
4.24M
$185M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-68.9K- 40.22% |
$2.05M - $11.7M
|
102K
$4.47M
|