Purchases and Sales Made in Q1 2022 in Invesco Iftse Rafi Dev Mkts Ex (PXF)
This table provides information about the institutional ownership of Invesco Iftse Rafi Dev Mkts Ex (PXF) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO IFTSE RAFI DEV MKTS EX.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2022
Q1 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
105+ 1.63% |
$4.46K - $5.19K
|
6.53K
$310K
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
99+ 0.33% |
$4.21K - $4.89K
|
29.8K
$1.41M
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
98+ 0.41% |
$4.17K - $4.84K
|
24.1K
$1.14M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
94New |
$4K - $4.65K
|
94
$4.46K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
90+ 0.54% |
$3.83K - $4.45K
|
16.9K
$800K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
58+ 0.53% |
$2.47K - $2.87K
|
10.9K
$519K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
55+ 1.36% |
$2.34K - $2.72K
|
4.09K
$194K
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
19New |
$808 - $939
|
19
$902
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
17+ 4.66% |
$723 - $840
|
382
$18.1K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8+ 3.72% |
$340 - $395
|
223
$10.6K
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-4Closed |
$170 - $198
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-23- 0.18% |
$978 - $1.14K
|
12.9K
$615K
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-39Closed |
$1.66K - $1.93K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-62- 0.45% |
$2.64K - $3.06K
|
13.6K
$648K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-63- 0.52% |
$2.68K - $3.11K
|
12K
$568K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-85- 0.15% |
$3.61K - $4.2K
|
58.2K
$2.76M
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-85- 1.33% |
$3.61K - $4.2K
|
6.32K
$300K
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-94- 0.56% |
$4K - $4.65K
|
16.7K
$792K
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-108- 0.13% |
$4.59K - $5.34K
|
85.3K
$4.05M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-123Closed |
$5.23K - $6.08K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-160- 8.88% |
$6.8K - $7.91K
|
1.64K
$77.9K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-196- 3.73% |
$8.33K - $9.69K
|
5.05K
$240K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-200- 13.11% |
$8.5K - $9.88K
|
1.33K
$62.9K
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
SELL
|
- |
-214- 1.55% |
$9.1K - $10.6K
|
13.6K
$644K
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-215- 3.92% |
$9.14K - $10.6K
|
5.27K
$250K
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-272Closed |
$11.6K - $13.4K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-279- 34.88% |
$11.9K - $13.8K
|
521
$24.7K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-387Closed |
$16.5K - $19.1K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-449- 1.19% |
$19.1K - $22.2K
|
37.4K
$1.78M
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-482Closed |
$20.5K - $23.8K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-510- 5.31% |
$21.7K - $25.2K
|
9.09K
$432K
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-775- 3.04% |
$33K - $38.3K
|
24.8K
$1.18M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-780- 48.39% |
$33.2K - $38.5K
|
832
$39.5K
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-838- 1.64% |
$35.6K - $41.4K
|
50.4K
$2.39M
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 4.94% |
$47.6K - $55.4K
|
21.6K
$1.02M
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 1.84% |
$48K - $55.8K
|
60.2K
$2.86M
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.52K- 77.26% |
$64.6K - $75.1K
|
447
$21.2K
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2.12K- 56.31% |
$90.3K - $105K
|
1.65K
$78.2K
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-2.68K- 0.45% |
$114K - $132K
|
594K
$28.2M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.71K- 15.54% |
$158K - $183K
|
20.1K
$956K
|
|
May 11, 2022
Q1 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-4.51K- 18.77% |
$192K - $223K
|
19.5K
$925K
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-4.64KClosed |
$197K - $229K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-5.09K- 4.15% |
$216K - $251K
|
117K
$5.57M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.5KClosed |
$234K - $272K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.83KClosed |
$248K - $288K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.92K- 12.68% |
$252K - $293K
|
40.8K
$1.93M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.59K- 56.54% |
$280K - $326K
|
5.07K
$240K
|
|
Apr 26, 2022
Q1 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-7.33K- 5.02% |
$311K - $362K
|
139K
$6.58M
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7.45K- 14.91% |
$317K - $368K
|
42.5K
$2.02M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.12K- 40.05% |
$345K - $401K
|
12.1K
$577K
|