Purchases and Sales Made in Q1 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
861+ 15.99% |
$36K - $39.3K
|
6.24K
$310K
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
850+ 144.31% |
$35.6K - $38.8K
|
1.44K
$71.5K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
759+ 12.8% |
$31.7K - $34.6K
|
6.69K
$333K
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
705+ 23.88% |
$29.5K - $32.2K
|
3.66K
$182K
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
583New |
$24.4K - $26.6K
|
583
$29K
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
543+ 6.43% |
$22.7K - $24.8K
|
8.99K
$447K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
452+ 5.99% |
$18.9K - $20.6K
|
8K
$398K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
452New |
$18.9K - $20.6K
|
452
$22.5K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
441+ 8.38% |
$18.4K - $20.1K
|
5.7K
$284K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
386+ 7.26% |
$16.1K - $17.6K
|
5.7K
$284K
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
267+ 0.64% |
$11.2K - $12.2K
|
42.2K
$2.1M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
236New |
$9.87K - $10.8K
|
236
$11.7K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
180New |
$7.53K - $8.21K
|
180
$8.95K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
125New |
$5.23K - $5.7K
|
125
$6.22K
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
109+ 0.36% |
$4.56K - $4.97K
|
30.2K
$1.5M
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
107New |
$4.48K - $4.88K
|
107
$5.32K
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
106+ 0.71% |
$4.43K - $4.84K
|
15K
$744K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
101+ 0.19% |
$4.22K - $4.61K
|
51.9K
$2.58M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$4.18K - $4.56K
|
100
$4.97K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
72+ 0.05% |
$3.01K - $3.28K
|
148K
$7.34M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
62+ 12.16% |
$2.59K - $2.83K
|
572
$28.4K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
50+ 1.14% |
$2.09K - $2.28K
|
4.44K
$221K
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
41+ 0.79% |
$1.72K - $1.87K
|
5.25K
$261K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
37New |
$1.55K - $1.69K
|
37
$1.84K
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
27+ 0.15% |
$1.13K - $1.23K
|
18.6K
$925K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12+ 0.1% |
$502 - $547
|
12K
$595K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
5+ 0.04% |
$209 - $228
|
11.2K
$558K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 3.85% |
$167 - $182
|
108
$5.37K
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1+ 0.02% |
$41.8 - $45.6
|
5.73K
$285K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-18- 22.22% |
$753 - $821
|
63
$3.13K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-22- 2.7% |
$920 - $1K
|
793
$39.4K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-23- 17.04% |
$962 - $1.05K
|
112
$5.57K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-32- 2.29% |
$1.34K - $1.46K
|
1.37K
$68K
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-75- 0.9% |
$3.14K - $3.42K
|
8.27K
$411K
|
|
Apr 25, 2023
Q1 2023
|
Solitude Financial Services
|
SELL
|
- |
-85- 1.19% |
$3.56K - $3.88K
|
7.09K
$352K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-107Closed |
$4.48K - $4.88K
|
0
$0
|
|
May 04, 2023
Q1 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-114- 0.66% |
$4.77K - $5.2K
|
17K
$847K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-154- 0.45% |
$6.44K - $7.03K
|
33.8K
$1.68M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-203- 1.73% |
$8.49K - $9.26K
|
11.5K
$573K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-233- 0.86% |
$9.75K - $10.6K
|
26.7K
$1.33M
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-288- 1.42% |
$12K - $13.1K
|
20K
$993K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-346- 0.26% |
$14.5K - $15.8K
|
131K
$6.5M
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-463- 0.65% |
$19.4K - $21.1K
|
71.1K
$3.54M
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-471- 1.2% |
$19.7K - $21.5K
|
38.9K
$1.93M
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-474- 2.63% |
$19.8K - $21.6K
|
17.6K
$873K
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-494- 0.67% |
$20.7K - $22.5K
|
73.2K
$3.64M
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-508- 0.58% |
$21.2K - $23.2K
|
87.6K
$4.35M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-548- 2.9% |
$22.9K - $25K
|
18.4K
$913K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-608- 3.56% |
$25.4K - $27.7K
|
16.5K
$818K
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-690- 9.17% |
$28.9K - $31.5K
|
6.84K
$340K
|