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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
441+ 3.22% |
$20.9K - $23.9K
|
14.1K
$798K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
426+ 15.73% |
$20.2K - $23.1K
|
3.14K
$177K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
417New |
$19.8K - $22.6K
|
417
$23.6K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
367+ 6.06% |
$17.4K - $19.9K
|
6.43K
$363K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
316+ 1.07% |
$15K - $17.1K
|
29.7K
$1.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
293+ 3.82% |
$13.9K - $15.9K
|
7.95K
$450K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
283+ 4.03% |
$13.4K - $15.4K
|
7.3K
$412K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
274+ 2.5% |
$13K - $14.9K
|
11.2K
$635K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
273+ 3.75% |
$12.9K - $14.8K
|
7.55K
$427K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
272+ 1.75% |
$12.9K - $14.8K
|
15.8K
$892K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
227+ 1.1% |
$10.8K - $12.3K
|
20.9K
$1.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
220+ 0.56% |
$10.4K - $11.9K
|
39.3K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
137+ 60.35% |
$6.49K - $7.43K
|
364
$20.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
125+ 0.71% |
$5.92K - $6.78K
|
17.7K
$999K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
120New |
$5.69K - $6.51K
|
120
$6.78K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
120+ 0.51% |
$5.69K - $6.51K
|
23.6K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
100New |
$4.74K - $5.43K
|
100
$5.65K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
53+ 1.66% |
$2.51K - $2.88K
|
3.26K
$184K
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
42+ 0.17% |
$1.99K - $2.28K
|
24.1K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
41New |
$1.94K - $2.22K
|
41
$2.32K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
18+ 0.34% |
$853 - $977
|
5.27K
$298K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13+ 0.48% |
$616 - $705
|
2.74K
$155K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6+ 2.03% |
$284 - $326
|
302
$17.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.56% |
$190 - $217
|
715
$40.4K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2+ 0.85% |
$94.8 - $109
|
237
$13.4K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2+ 66.67% |
$94.8 - $109
|
5
$283
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.86% |
$94.8 - $109
|
235
$13.3K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.8% |
$94.8 - $109
|
253
$14.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.5% |
$47.4 - $54.3
|
202
$11.4K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-59- 34.3% |
$2.8K - $3.2K
|
113
$6.39K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-60- 1.28% |
$2.84K - $3.26K
|
4.62K
$261K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-63- 0.98% |
$2.99K - $3.42K
|
6.36K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-82- 1.62% |
$3.89K - $4.45K
|
4.97K
$281K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-84- 0.62% |
$3.98K - $4.56K
|
13.5K
$765K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-100- 0.26% |
$4.74K - $5.43K
|
38.4K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-106- 0.64% |
$5.02K - $5.75K
|
16.6K
$936K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-145- 11.72% |
$6.87K - $7.87K
|
1.09K
$61.7K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-182- 56.7% |
$8.62K - $9.88K
|
139
$7.86K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-184- 1.81% |
$8.72K - $9.98K
|
9.99K
$564K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-240- 33.47% |
$11.4K - $13K
|
477
$27K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-251- 0.98% |
$11.9K - $13.6K
|
25.4K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-262- 2.35% |
$12.4K - $14.2K
|
10.9K
$614K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-265- 0.84% |
$12.6K - $14.4K
|
31.1K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-338- 47.88% |
$16K - $18.3K
|
368
$20.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-369- 46.77% |
$17.5K - $20K
|
420
$23.7K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-381- 30.09% |
$18.1K - $20.7K
|
885
$50K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-436- 8.4% |
$20.7K - $23.7K
|
4.75K
$269K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-443- 2.76% |
$21K - $24K
|
15.6K
$883K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-555- 0.84% |
$26.3K - $30.1K
|
65.3K
$3.69M
|