Purchases and Sales Made in Q2 2023 in Invesco Iftse Rafi Dev Mkts Ex (PXF)

PXF Quotes by TradingView

This table provides information about the institutional ownership of Invesco Iftse Rafi Dev Mkts Ex (PXF) during Q2 2023. 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 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
1.09K
+ 3.98%
$46.9K - $50K
28.3K $1.34M
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
1.01K
+ 14.73%
$43.5K - $46.4K
7.84K $372K
Jul 13, 2023 Q2 2023
Aries Wealth Management

BUY
 -
860
+ 4.02%
$37.2K - $39.7K
22.3K $1.06M
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
763
New
$33K - $35.2K
763 $36.2K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
740
+ 8.55%
$32K - $34.1K
9.4K $446K
Aug 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
687
+ 0.1%
$29.7K - $31.7K
717K $34M
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
620
+ 4.18%
$26.8K - $28.6K
15.4K $733K
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
600
+ 2.7%
$25.9K - $27.7K
22.8K $1.08M
Jul 26, 2023 Q2 2023
Arlington Partners LLC

BUY
 -
565
New
$24.4K - $26.1K
565 $26.8K
Aug 08, 2023 Q2 2023
Advisor Os, LLC

BUY
 -
545
+ 2.4%
$23.6K - $25.1K
23.3K $1.1M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
442
New
$19.1K - $20.4K
442 $21K
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
431
+ 6.44%
$18.6K - $19.9K
7.12K $338K
Aug 11, 2023 Q2 2023
Natixis

Paris, I0
BUY
 -
427
+ 0.85%
$18.5K - $19.7K
51K $2.42M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
342
+ 3.05%
$14.8K - $15.8K
11.6K $549K
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
332
+ 2.96%
$14.4K - $15.3K
11.6K $548K
Aug 14, 2023 Q2 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
276
New
$11.9K - $12.7K
276 $13.1K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
255
New
$11K - $11.8K
255 $12.1K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
218
+ 41.84%
$9.43K - $10.1K
739 $35.1K
Jul 06, 2023 Q2 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
199
New
$8.6K - $9.18K
199 $9.44K
Aug 11, 2023 Q2 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
193
+ 0.64%
$8.35K - $8.9K
30.4K $1.44M
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
121
New
$5.23K - $5.58K
121 $5.74K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
115
+ 0.53%
$4.97K - $5.3K
22K $1.04M
Aug 01, 2023 Q2 2023
Empirical Asset Management, LLC

BUY
 -
72
+ 1.37%
$3.11K - $3.32K
5.33K $253K
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
66
+ 0.56%
$2.85K - $3.04K
11.8K $561K
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
65
+ 0.33%
$2.81K - $3K
20K $951K
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
46
+ 0.25%
$1.99K - $2.12K
18.7K $885K
Apr 04, 2024 Q2 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
39
+ 12.96%
$1.69K - $1.8K
340 $16.1K
Jul 17, 2024 Q2 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
8
+ 1.37%
$346 - $369
591 $28K
Aug 08, 2023 Q2 2023
Financial Advisory Service, Inc.

BUY
 -
7
New
$303 - $323
7 $332
Aug 11, 2023 Q2 2023
Front Barnett Associates LLC

Chicago, IL
SELL
 -
-25
- 0.15%
$1.08K - $1.15K
16.4K $779K
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-44
- 0.99%
$1.9K - $2.03K
4.39K $209K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

SELL
 -
-46
- 25.56%
$1.99K - $2.12K
134 $6.36K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
SELL
 -
-62
- 10.84%
$2.68K - $2.86K
510 $24.2K
Aug 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-100
- 1.81%
$4.32K - $4.61K
5.42K $257K
Jul 06, 2023 Q2 2023
Solitude Financial Services

SELL
 -
-118
- 1.67%
$5.1K - $5.44K
6.97K $331K
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

SELL
 -
-140
- 0.85%
$6.05K - $6.46K
16.3K $774K
Jul 18, 2023 Q2 2023
Octavia Wealth Advisors, LLC

SELL
 -
-186
- 2.07%
$8.04K - $8.58K
8.8K $418K
Aug 08, 2023 Q2 2023
Foster & Motley Inc

Cincinnati, OH
SELL
 -
-240
- 1.37%
$10.4K - $11.1K
17.3K $822K
Aug 09, 2023 Q2 2023
Us Bancorp \De\

SELL
 -
-351
- 0.41%
$15.2K - $16.2K
85.2K $4.05M
Oct 17, 2023 Q2 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
SELL
 -
-431
- 1.19%
$18.6K - $19.9K
35.7K $1.69M
Aug 02, 2023 Q2 2023
Woodmont Investment Counsel LLC

Nashville, TN
SELL
 -
-450
- 5.44%
$19.5K - $20.8K
7.82K $371K
Jul 26, 2023 Q2 2023
National Bank Of Canada

SELL
 -
-545
- 40.82%
$23.6K - $25.1K
790 $37.5K
Aug 14, 2024 Q2 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-548
- 11.58%
$23.7K - $25.3K
4.18K $199K
Jul 24, 2023 Q2 2023
Verum Partners LLC

Charlotte, NC
SELL
 -
-557
- 0.78%
$24.1K - $25.7K
70.6K $3.35M
Jul 13, 2023 Q2 2023
Rtd Financial Advisors, Inc.

SELL
 -
-782
- 0.47%
$33.8K - $36.1K
165K $7.82M
Jul 18, 2023 Q2 2023
Rothschild Investment Corp

SELL
 -
-790
- 3.56%
$34.2K - $36.4K
21.4K $1.02M
Aug 11, 2023 Q2 2023
Cibc World Market Inc.

Toronto, A6
SELL
 -
-837
- 13.15%
$36.2K - $38.6K
5.53K $262K
Aug 03, 2023 Q2 2023
Avidian Wealth Solutions, LLC

SELL
 -
-843
- 8.41%
$36.5K - $38.9K
9.18K $436K
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-916
- 4.33%
$39.6K - $42.2K
20.2K $960K

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