Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.59M+ 14.41% |
$63.1M - $74.2M
|
12.7M
$629M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
628K+ 328.2% |
$24.8M - $29.2M
|
819K
$40.7M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
519KNew |
$20.5M - $24.2M
|
519K
$25.8M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
136K+ 16.32% |
$5.36M - $6.31M
|
966K
$48M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
136K+ 16.32% |
$5.36M - $6.31M
|
966K
$48M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
125KNew |
$4.95M - $5.83M
|
125K
$6.22M
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
111KNew |
$4.37M - $5.15M
|
111K
$5.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
57.8K+ 81.41% |
$2.29M - $2.69M
|
129K
$6.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.4K+ 19.98% |
$1.28M - $1.51M
|
195K
$9.68M
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
BUY
|
- |
30.5KNew |
$1.21M - $1.42M
|
30.5K
$1.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
26.5K+ 64.99% |
$1.05M - $1.23M
|
67.3K
$3.34M
|
|
|
Nov 10, 2022
Q2 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
17.1KNew |
$678K - $798K
|
17.1K
$852K
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
BUY
|
- |
15.7KNew |
$620K - $729K
|
15.7K
$779K
|
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
13.6K+ 8.16% |
$537K - $632K
|
180K
$8.95M
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
13K+ 14.57% |
$516K - $607K
|
102K
$5.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.4K+ 13.72% |
$449K - $528K
|
94.1K
$4.68M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.16KNew |
$362K - $426K
|
9.16K
$455K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.1K+ 4.34% |
$360K - $424K
|
219K
$10.9M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.08K+ 3.98% |
$359K - $423K
|
237K
$11.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.26K+ 2.65% |
$327K - $384K
|
320K
$15.9M
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.6KNew |
$301K - $354K
|
7.6K
$378K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.35K+ 23.51% |
$291K - $342K
|
38.6K
$1.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.62K+ 33.4% |
$262K - $308K
|
26.5K
$1.32M
|
|
|
Aug 09, 2022
Q2 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
6.3K+ 16.84% |
$249K - $293K
|
43.7K
$2.17M
|
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6.05K+ 44.36% |
$239K - $282K
|
19.7K
$979K
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.85KNew |
$231K - $272K
|
5.85K
$291K
|
|
|
Jul 13, 2022
Q2 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
5.05K+ 16.02% |
$200K - $235K
|
36.6K
$1.82M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.58K+ 36.78% |
$181K - $213K
|
17K
$846K
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.53K+ 74.46% |
$140K - $165K
|
8.28K
$412K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.52K+ 28.93% |
$139K - $164K
|
15.7K
$779K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.26K+ 64.02% |
$129K - $152K
|
8.36K
$416K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.18K+ 20.85% |
$126K - $148K
|
18.4K
$916K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.11K+ 11.57% |
$123K - $145K
|
30K
$1.49M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.09K+ 18.31% |
$122K - $144K
|
19.9K
$991K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.71KNew |
$107K - $126K
|
2.71K
$135K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.47K+ 46.06% |
$97.8K - $115K
|
7.84K
$390K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
2.46K+ 48.58% |
$97.1K - $114K
|
7.51K
$373K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.25KNew |
$88.9K - $105K
|
2.25K
$112K
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
1.4K+ 0.24% |
$55.5K - $65.3K
|
596K
$29.6M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.4KNew |
$55.4K - $65.2K
|
1.4K
$69.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.39K+ 1.0% |
$55.1K - $64.9K
|
140K
$6.97M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
BUY
|
- |
959+ 4.69% |
$37.9K - $44.7K
|
21.4K
$1.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
957New |
$37.9K - $44.6K
|
957
$47.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
933+ 17.77% |
$36.9K - $43.4K
|
6.18K
$307K
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
773+ 9.19% |
$30.6K - $36K
|
9.19K
$457K
|
|
|
Jul 27, 2022
Q2 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
772+ 9.46% |
$30.5K - $35.9K
|
8.93K
$444K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
695New |
$27.5K - $32.4K
|
695
$34.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
543+ 8.59% |
$21.5K - $25.3K
|
6.86K
$341K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
533+ 64.06% |
$21.1K - $24.8K
|
1.37K
$67.9K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
440New |
$17.4K - $20.5K
|
440
$21.9K
|