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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-447- 38.67% |
$20.4K - $22.2K
|
709
$35.3K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-455- 84.73% |
$20.8K - $22.6K
|
82
$4.08K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-552- 4.15% |
$25.2K - $27.4K
|
12.8K
$634K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-586- 0.8% |
$26.8K - $29.1K
|
72.9K
$3.62M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-685- 5.99% |
$31.3K - $34.1K
|
10.7K
$534K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-714- 22.25% |
$32.7K - $35.5K
|
2.5K
$124K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-754- 8.49% |
$34.5K - $37.5K
|
8.13K
$404K
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-837- 3.39% |
$38.3K - $41.6K
|
23.9K
$1.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-988- 3.74% |
$45.2K - $49.1K
|
25.5K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.01K- 11.35% |
$46K - $50K
|
7.85K
$390K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.32K- 16.33% |
$60.4K - $65.7K
|
6.77K
$336K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.48K- 2.22% |
$67.5K - $73.3K
|
65K
$3.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.88K- 1.02% |
$85.8K - $93.3K
|
183K
$9.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.89K- 7.56% |
$86.4K - $93.9K
|
23.1K
$1.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.92K- 20.45% |
$87.6K - $95.2K
|
7.45K
$371K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.97K- 1.23% |
$90.3K - $98.1K
|
159K
$7.9M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.56K- 87.93% |
$117K - $127K
|
351
$17.5K
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-2.57K- 7.03% |
$118K - $128K
|
34K
$1.69M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.61K- 78.99% |
$120K - $130K
|
695
$34.6K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.88K- 3.95% |
$132K - $143K
|
70.2K
$3.49M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.96K- 41.38% |
$135K - $147K
|
4.19K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.18K- 10.28% |
$191K - $208K
|
36.5K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.61K- 3.45% |
$256K - $279K
|
157K
$7.79M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.1K- 1.32% |
$370K - $403K
|
603K
$30M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-9.67K- 3.09% |
$442K - $481K
|
304K
$15.1M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-10.8K- 8.17% |
$495K - $538K
|
122K
$6.05M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.3K- 14.22% |
$700K - $761K
|
92.3K
$4.59M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.6K- 5.62% |
$805K - $875K
|
296K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-19.9K- 81.92% |
$911K - $991K
|
4.4K
$219K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-25.4K- 33.55% |
$1.16M - $1.26M
|
50.4K
$2.51M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-26.6K- 59.48% |
$1.22M - $1.32M
|
18.1K
$900K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-68.7K- 33.29% |
$3.14M - $3.41M
|
138K
$6.84M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-97.8K- 70.02% |
$4.47M - $4.86M
|
41.9K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-101K- 91.42% |
$4.62M - $5.03M
|
9.49K
$472K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-179K- 72.26% |
$8.2M - $8.91M
|
68.8K
$3.42M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-226K- 32.39% |
$10.3M - $11.2M
|
471K
$23.4M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-334K- 52.38% |
$15.3M - $16.6M
|
304K
$15.1M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-454K- 3.84% |
$20.8M - $22.6M
|
11.4M
$566M
|