Purchases and Sales Made in Q1 2025 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 2025. 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 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
69KNew |
$3.27M - $3.74M
|
69K
$3.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
18.9K+ 5.48% |
$894K - $1.02M
|
363K
$18.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.7K+ 37.57% |
$365K - $418K
|
28.2K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.41K+ 4.68% |
$161K - $185K
|
76.3K
$3.93M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.7K+ 6.02% |
$128K - $147K
|
47.6K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
293+ 3.82% |
$13.9K - $15.9K
|
7.95K
$410K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
274+ 2.5% |
$13K - $14.9K
|
11.2K
$579K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
227+ 1.1% |
$10.8K - $12.3K
|
20.9K
$1.08M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
125+ 0.71% |
$5.92K - $6.78K
|
17.7K
$911K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
120+ 0.51% |
$5.69K - $6.51K
|
23.6K
$1.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.5% |
$47.4 - $54.3
|
202
$10.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-369- 46.77% |
$17.5K - $20K
|
420
$21.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-584- 94.65% |
$27.7K - $31.7K
|
33
$1.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-831- 1.24% |
$39.4K - $45.1K
|
66.1K
$3.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-900- 1.19% |
$42.7K - $48.8K
|
74.7K
$3.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.85K- 31.42% |
$87.5K - $100K
|
4.03K
$208K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.72K- 1.75% |
$129K - $148K
|
152K
$7.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-4.71K- 5.37% |
$223K - $255K
|
83K
$4.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.99K- 44.09% |
$236K - $270K
|
6.32K
$326K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-6.21K- 10.35% |
$294K - $337K
|
53.8K
$2.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-11.2K- 4.9% |
$531K - $608K
|
217K
$11.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-41.4K- 10.81% |
$1.96M - $2.24M
|
341K
$17.6M
|