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 |
---|---|---|---|---|---|---|---|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
409+ 1.43% |
$16.2K - $19K
|
29K
$1.44M
|
|
Jul 07, 2022
Q2 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
350+ 18.62% |
$13.8K - $16.3K
|
2.23K
$111K
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
301New |
$11.9K - $14K
|
301
$15K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
298+ 6.08% |
$11.8K - $13.9K
|
5.2K
$259K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
285New |
$11.3K - $13.3K
|
285
$14.2K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
285+ 2.61% |
$11.3K - $13.3K
|
11.2K
$557K
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
272New |
$10.8K - $12.7K
|
272
$13.5K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
243New |
$9.61K - $11.3K
|
243
$12.1K
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
203+ 0.68% |
$8.03K - $9.45K
|
30K
$1.49M
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
194New |
$7.67K - $9.03K
|
194
$9.65K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
172+ 166.99% |
$6.8K - $8.01K
|
275
$13.7K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
102+ 45.74% |
$4.04K - $4.75K
|
325
$16.2K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
57New |
$2.25K - $2.65K
|
57
$2.83K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
12+ 0.21% |
$475 - $559
|
5.61K
$279K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
7+ 7.45% |
$277 - $326
|
101
$5.02K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-12Closed |
$475 - $559
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13- 0.06% |
$514 - $605
|
20.1K
$1M
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-19Closed |
$752 - $885
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-39- 0.05% |
$1.54K - $1.82K
|
77.6K
$3.86M
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-47- 0.72% |
$1.86K - $2.19K
|
6.5K
$323K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-49- 1.4% |
$1.94K - $2.28K
|
3.46K
$172K
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-64- 0.09% |
$2.53K - $2.98K
|
73.7K
$3.66M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-68Closed |
$2.69K - $3.17K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-70- 0.54% |
$2.77K - $3.26K
|
12.9K
$640K
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-93Closed |
$3.68K - $4.33K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-118- 2.24% |
$4.67K - $5.49K
|
5.15K
$256K
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-147- 32.89% |
$5.82K - $6.84K
|
300
$14.9K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-155- 40.58% |
$6.13K - $7.22K
|
227
$11.3K
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-163- 3.99% |
$6.45K - $7.59K
|
3.92K
$195K
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-174Closed |
$6.88K - $8.1K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-175- 1.92% |
$6.92K - $8.15K
|
8.92K
$443K
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-287- 17.43% |
$11.4K - $13.4K
|
1.36K
$67.6K
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-291- 1.74% |
$11.5K - $13.5K
|
16.4K
$815K
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-294- 3.65% |
$11.6K - $13.7K
|
7.76K
$386K
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-315- 45.0% |
$12.5K - $14.7K
|
385
$19.1K
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-331- 2.04% |
$13.1K - $15.4K
|
15.9K
$789K
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-335Closed |
$13.3K - $15.6K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-379- 4.91% |
$15K - $17.6K
|
7.33K
$365K
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-403- 0.47% |
$15.9K - $18.8K
|
84.9K
$4.22M
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-448- 2.08% |
$17.7K - $20.9K
|
21.1K
$1.05M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-468Closed |
$18.5K - $21.8K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-526Closed |
$20.8K - $24.5K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-549- 10.81% |
$21.7K - $25.6K
|
4.53K
$225K
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-562Closed |
$22.2K - $26.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-567- 0.74% |
$22.4K - $26.4K
|
76.4K
$3.8M
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-632Closed |
$25K - $29.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-683- 3.37% |
$27K - $31.8K
|
19.6K
$975K
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-700- 2.83% |
$27.7K - $32.6K
|
24.1K
$1.2M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-709- 53.47% |
$28K - $33K
|
617
$30.7K
|