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 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-584- 94.65% |
$27.7K - $31.7K
|
33
$1.87K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-633- 0.41% |
$30K - $34.3K
|
153K
$8.64M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-651- 0.52% |
$30.9K - $35.3K
|
125K
$7.06M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-715- 1.09% |
$33.9K - $38.8K
|
65K
$3.68M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-738- 8.31% |
$35K - $40K
|
8.14K
$460K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-831- 1.24% |
$39.4K - $45.1K
|
66.1K
$3.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-900- 1.19% |
$42.7K - $48.8K
|
74.7K
$4.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-937- 6.85% |
$44.4K - $50.8K
|
12.7K
$720K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.1K- 8.54% |
$52.1K - $59.7K
|
11.8K
$666K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.22K- 6.18% |
$57.6K - $66K
|
18.5K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.37K- 4.86% |
$64.8K - $74.2K
|
26.8K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.39K- 5.51% |
$65.7K - $75.2K
|
23.8K
$1.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.45K- 25.75% |
$68.5K - $78.5K
|
4.17K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.49K- 2.12% |
$70.4K - $80.6K
|
68.6K
$3.88M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.53K- 23.34% |
$72.5K - $83K
|
5.02K
$284K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.7K- 7.12% |
$80.6K - $92.3K
|
22.2K
$1.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.85K- 31.42% |
$87.5K - $100K
|
4.03K
$228K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.91K- 6.5% |
$90.6K - $104K
|
27.5K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.98K- 10.53% |
$94K - $108K
|
16.9K
$952K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.07K- 6.42% |
$98.2K - $112K
|
30.2K
$1.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.72K- 1.75% |
$129K - $148K
|
152K
$8.61M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.95K- 23.39% |
$140K - $160K
|
9.67K
$547K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.96K- 19.69% |
$140K - $161K
|
12.1K
$682K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.19K- 2.93% |
$151K - $173K
|
106K
$5.97M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-4.47K- 6.29% |
$212K - $243K
|
66.6K
$3.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-4.71K- 5.37% |
$223K - $255K
|
83K
$4.69M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.85K- 45.65% |
$230K - $263K
|
5.78K
$326K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.99K- 44.09% |
$236K - $270K
|
6.32K
$357K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.26K- 5.09% |
$249K - $285K
|
98K
$5.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-6.21K- 10.35% |
$294K - $337K
|
53.8K
$3.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-11.2K- 4.9% |
$531K - $608K
|
217K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.9K- 29.92% |
$941K - $1.08M
|
46.5K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-28.3K- 31.39% |
$1.34M - $1.53M
|
61.8K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-34.1K- 5.95% |
$1.62M - $1.85M
|
539K
$30.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-41.4K- 10.81% |
$1.96M - $2.24M
|
341K
$19.3M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-64.7K- 26.33% |
$3.07M - $3.51M
|
181K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-91.2K- 93.93% |
$4.32M - $4.95M
|
5.9K
$333K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-127K- 2.78% |
$6.04M - $6.92M
|
4.46M
$252M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-160K- 13.01% |
$7.57M - $8.66M
|
1.07M
$60.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-550K- 37.48% |
$26.1M - $29.9M
|
918K
$51.9M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-595K- 4.84% |
$28.2M - $32.3M
|
11.7M
$661M
|