Purchases and Sales Made in Q2 2024 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 2024. 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 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
11.1MNew |
$530M - $569M
|
11.1M
$553M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
164K+ 3.47% |
$7.84M - $8.41M
|
4.91M
$244M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
108K+ 4335.47% |
$5.16M - $5.53M
|
111K
$5.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
50.1K+ 65.34% |
$2.39M - $2.56M
|
127K
$6.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
35K+ 13.31% |
$1.67M - $1.79M
|
298K
$14.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20.2KNew |
$962K - $1.03M
|
20.2K
$1M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
14.9KNew |
$709K - $760K
|
14.9K
$739K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
14.8K+ 50.81% |
$705K - $756K
|
43.9K
$2.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.1K+ 220.32% |
$670K - $718K
|
20.4K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.3K+ 129.21% |
$585K - $627K
|
21.8K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.3K+ 81.67% |
$492K - $528K
|
23K
$1.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10K+ 9.22% |
$478K - $513K
|
119K
$5.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
9.06KNew |
$432K - $463K
|
9.06K
$450K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.73KNew |
$416K - $446K
|
8.73K
$434K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.46K+ 9.16% |
$403K - $432K
|
101K
$5.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.89K+ 13.37% |
$328K - $352K
|
58.4K
$2.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
6.5K+ 26.26% |
$310K - $332K
|
31.3K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.56KNew |
$217K - $233K
|
4.56K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.63K+ 17.83% |
$173K - $186K
|
24K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.98K+ 62.04% |
$142K - $152K
|
7.79K
$387K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.93KNew |
$139K - $150K
|
2.93K
$145K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.91KNew |
$139K - $149K
|
2.91K
$145K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.86K+ 25.4% |
$136K - $146K
|
14.1K
$701K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.78KNew |
$132K - $142K
|
2.78K
$138K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
2.77K+ 12.88% |
$132K - $141K
|
24.2K
$1.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.61K+ 9.99% |
$124K - $134K
|
28.7K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.5K+ 2.0% |
$119K - $128K
|
128K
$6.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.32K+ 7.18% |
$111K - $119K
|
34.7K
$1.72M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.31K+ 11.08% |
$110K - $118K
|
23.1K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.18K+ 12.94% |
$104K - $112K
|
19.1K
$947K
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.97K+ 1.68% |
$94.1K - $101K
|
120K
$5.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.88K+ 6.71% |
$89.7K - $96.2K
|
29.9K
$1.49M
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 11.32% |
$79.5K - $85.3K
|
16.4K
$816K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.56K+ 1.91% |
$74.1K - $79.5K
|
82.8K
$4.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.42KNew |
$67.9K - $72.8K
|
1.42K
$70.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.2K+ 8.42% |
$57K - $61.2K
|
15.4K
$766K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.03K+ 2.26% |
$49.3K - $52.8K
|
46.7K
$2.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
920+ 1.82% |
$43.9K - $47K
|
51.4K
$2.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
918+ 3.45% |
$43.8K - $46.9K
|
27.5K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
739+ 2.03% |
$35.2K - $37.8K
|
37.2K
$1.85M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
714+ 0.24% |
$34K - $36.5K
|
304K
$15.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
598+ 2.06% |
$28.5K - $30.6K
|
29.6K
$1.47M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
598+ 776.62% |
$28.5K - $30.6K
|
675
$33.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
575+ 0.31% |
$27.4K - $29.4K
|
183K
$9.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
558+ 5.53% |
$26.6K - $28.5K
|
10.7K
$530K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
524New |
$25K - $26.8K
|
524
$26.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
341+ 0.89% |
$16.3K - $17.4K
|
38.7K
$1.92M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
292+ 10.67% |
$13.9K - $14.9K
|
3.03K
$151K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
256New |
$12.2K - $13.1K
|
256
$12.7K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
235New |
$11.2K - $12K
|
235
$11.7K
|