Purchases and Sales Made in Q1 2024 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 2024. 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 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
576+ 68.82% |
$26.3K - $28.6K
|
1.41K
$69.9K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
493+ 593.98% |
$22.5K - $24.5K
|
576
$28.5K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
459+ 118.6% |
$21K - $22.8K
|
846
$41.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
378+ 16.02% |
$17.3K - $18.8K
|
2.74K
$135K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
369+ 3.17% |
$16.9K - $18.3K
|
12K
$594K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
351+ 1.44% |
$16.1K - $17.4K
|
24.8K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
338New |
$15.5K - $16.8K
|
338
$16.7K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
284+ 130.28% |
$13K - $14.1K
|
502
$24.8K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
266New |
$12.2K - $13.2K
|
266
$13.2K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
201+ 1.44% |
$9.19K - $9.99K
|
14.2K
$703K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
197+ 0.92% |
$9.01K - $9.79K
|
21.6K
$1.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
162+ 0.42% |
$7.41K - $8.05K
|
38.3K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
161+ 2.51% |
$7.36K - $8K
|
6.58K
$326K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
113+ 191.53% |
$5.17K - $5.62K
|
172
$8.51K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
109+ 1.74% |
$4.99K - $5.42K
|
6.38K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
78+ 1.25% |
$3.57K - $3.88K
|
6.34K
$313K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
64New |
$2.93K - $3.18K
|
64
$3.17K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
60+ 1.07% |
$2.74K - $2.98K
|
5.67K
$280K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
50+ 7.69% |
$2.29K - $2.49K
|
700
$34.6K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
39+ 0.73% |
$1.78K - $1.94K
|
5.42K
$268K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
20+ 4.42% |
$915 - $994
|
472
$23.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
14+ 0.22% |
$640 - $696
|
6.34K
$314K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
11New |
$503 - $547
|
11
$544
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8+ 800.0% |
$366 - $398
|
9
$445
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 6.48% |
$320 - $348
|
115
$5.69K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4+ 0.04% |
$183 - $199
|
11.2K
$556K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1+ 0.01% |
$45.7 - $49.7
|
6.85K
$339K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-18- 2.91% |
$823 - $895
|
601
$29.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-21- 0.14% |
$961 - $1.04K
|
14.7K
$726K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-21- 0.15% |
$961 - $1.04K
|
13.7K
$680K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-33- 0.13% |
$1.51K - $1.64K
|
24.7K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-60- 1.1% |
$2.74K - $2.98K
|
5.41K
$268K
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-63- 21.8% |
$2.88K - $3.13K
|
226
$11.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-103- 10.53% |
$4.71K - $5.12K
|
875
$43.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-106- 0.72% |
$4.85K - $5.27K
|
14.6K
$723K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-107- 0.42% |
$4.89K - $5.32K
|
25.2K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-119- 32.69% |
$5.44K - $5.92K
|
245
$12.1K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-146- 0.55% |
$6.68K - $7.26K
|
26.6K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-157- 1.26% |
$7.18K - $7.8K
|
12.3K
$610K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-240- 4.08% |
$11K - $11.9K
|
5.64K
$279K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-244- 1.48% |
$11.2K - $12.1K
|
16.3K
$805K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-260- 1.26% |
$11.9K - $12.9K
|
20.4K
$1.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-262- 87.04% |
$12K - $13K
|
39
$1.93K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-264- 1.88% |
$12.1K - $13.1K
|
13.8K
$682K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-265- 1.77% |
$12.1K - $13.2K
|
14.7K
$729K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-274- 4.06% |
$12.5K - $13.6K
|
6.48K
$320K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-300- 0.36% |
$13.7K - $14.9K
|
82.1K
$4.06M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-325- 2.51% |
$14.9K - $16.2K
|
12.6K
$625K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-338- 7.21% |
$15.5K - $16.8K
|
4.35K
$215K
|