Purchases and Sales Made in Q4 2023 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 2023. 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 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
5.44KNew |
$165K - $207K
|
5.44K
$227K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.18KNew |
$157K - $197K
|
5.18K
$216K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.26K+ 1.08% |
$129K - $162K
|
397K
$16.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.35K+ 49.12% |
$102K - $128K
|
10.2K
$425K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.16K+ 21.53% |
$96K - $121K
|
17.8K
$746K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.04K+ 2.43% |
$92.4K - $116K
|
128K
$5.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.97K+ 2.69% |
$90.4K - $113K
|
113K
$4.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.81KNew |
$85.2K - $107K
|
2.81K
$117K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.62K+ 2938.2% |
$79.4K - $99.8K
|
2.7K
$113K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.47K+ 2.02% |
$75.1K - $94.3K
|
125K
$5.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.19KNew |
$66.5K - $83.5K
|
2.19K
$91.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.6K+ 25.21% |
$48.5K - $60.9K
|
7.93K
$331K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
1.5KNew |
$45.6K - $57.2K
|
1.5K
$62.7K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.42KNew |
$43.1K - $54.2K
|
1.42K
$59.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.12KNew |
$34K - $42.7K
|
1.12K
$46.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
891+ 0.75% |
$27.1K - $34K
|
120K
$5.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
841+ 382.27% |
$25.5K - $32.1K
|
1.06K
$44.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
832New |
$25.3K - $31.7K
|
832
$34.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
628+ 0.08% |
$19.1K - $24K
|
812K
$33.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
604+ 8.4% |
$18.3K - $23K
|
7.8K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
500+ 86.96% |
$15.2K - $19.1K
|
1.08K
$44.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
445New |
$13.5K - $17K
|
445
$18.6K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
444+ 3.39% |
$13.5K - $16.9K
|
13.6K
$567K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
420New |
$12.8K - $16K
|
420
$17.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
390+ 2.79% |
$11.8K - $14.9K
|
14.4K
$602K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
389New |
$11.8K - $14.8K
|
389
$16.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
329+ 1.05% |
$10K - $12.6K
|
31.7K
$1.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
304+ 4.47% |
$9.24K - $11.6K
|
7.1K
$297K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
280+ 57.14% |
$8.51K - $10.7K
|
770
$32.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
275+ 2.45% |
$8.35K - $10.5K
|
11.5K
$481K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
262+ 0.94% |
$7.96K - $10K
|
28.3K
$1.18M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250+ 26.6% |
$7.6K - $9.54K
|
1.19K
$49.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
240+ 1.28% |
$7.29K - $9.16K
|
18.9K
$791K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
237New |
$7.2K - $9.04K
|
237
$9.91K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
225New |
$6.84K - $8.58K
|
225
$9.41K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
210New |
$6.38K - $8.01K
|
210
$8.78K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
171+ 29.23% |
$5.19K - $6.52K
|
756
$31.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
160New |
$4.86K - $6.1K
|
160
$6.69K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
124+ 116.98% |
$3.77K - $4.73K
|
230
$9.61K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
101New |
$3.07K - $3.85K
|
101
$4.22K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
96+ 0.95% |
$2.92K - $3.66K
|
10.2K
$426K
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
68+ 0.33% |
$2.07K - $2.59K
|
20.9K
$872K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
34+ 0.18% |
$1.03K - $1.3K
|
18.9K
$791K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
27+ 0.13% |
$820 - $1.03K
|
21K
$876K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
20+ 0.21% |
$608 - $763
|
9.5K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
14+ 0.21% |
$425 - $534
|
6.61K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
10New |
$304 - $382
|
10
$418
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 0.08% |
$243 - $305
|
10.1K
$424K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.32% |
$182 - $229
|
1.88K
$78.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.35% |
$91.1 - $114
|
850
$35.5K
|