Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
891K+ 11.81% |
$41M - $43.6M
|
8.43M
$419M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
860KNew |
$39.6M - $42.1M
|
860K
$42.8M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
140K+ 480.69% |
$6.42M - $6.83M
|
169K
$8.38M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
131K+ 349.85% |
$6.02M - $6.39M
|
168K
$8.35M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
126KNew |
$5.81M - $6.18M
|
126K
$6.28M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
72.6KNew |
$3.34M - $3.55M
|
72.6K
$3.61M
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
69.3KNew |
$3.19M - $3.39M
|
69.3K
$3.45M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58.3K+ 18.99% |
$2.68M - $2.85M
|
365K
$18.1M
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
50.1KNew |
$2.31M - $2.45M
|
50.1K
$2.49M
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
31.5KNew |
$1.45M - $1.54M
|
31.5K
$1.56M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31.4K+ 22.03% |
$1.45M - $1.54M
|
174K
$8.65M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.9K+ 40.54% |
$1.42M - $1.51M
|
107K
$5.33M
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
25.1K+ 127.31% |
$1.15M - $1.23M
|
44.8K
$2.23M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
21.2K+ 6014.16% |
$977K - $1.04M
|
21.6K
$1.07M
|
|
Nov 03, 2021
Q3 2021
|
Solitude Financial Services
|
BUY
|
- |
20.6K+ 13.79% |
$946K - $1.01M
|
170K
$8.43M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.9K+ 57.95% |
$917K - $975K
|
54.3K
$2.7M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18K+ 20.01% |
$828K - $880K
|
108K
$5.36M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.5KNew |
$804K - $855K
|
17.5K
$869K
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
15.8K+ 178.36% |
$725K - $771K
|
24.6K
$1.22M
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
10.1K+ 44.07% |
$467K - $496K
|
33.1K
$1.65M
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10.1KNew |
$465K - $495K
|
10.1K
$503K
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.26KNew |
$426K - $453K
|
9.26K
$460K
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.97K+ 73.05% |
$413K - $439K
|
21.2K
$1.06M
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
8.37K+ 5.38% |
$386K - $410K
|
164K
$8.15M
|
|
Nov 04, 2021
Q3 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
6.64K+ 10.06% |
$306K - $325K
|
72.7K
$3.61M
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5.4KNew |
$249K - $264K
|
5.4K
$268K
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.39KNew |
$202K - $215K
|
4.39K
$218K
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.9K+ 64.72% |
$180K - $191K
|
9.94K
$494K
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.51KNew |
$162K - $172K
|
3.51K
$175K
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
3.51K+ 62.28% |
$162K - $172K
|
9.14K
$454K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
3.21KNew |
$148K - $157K
|
3.21K
$160K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.12K+ 4.53% |
$144K - $153K
|
71.9K
$3.58M
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
2.28K+ 8.32% |
$105K - $112K
|
29.7K
$1.48M
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
2.23K+ 3.32% |
$103K - $109K
|
69.3K
$3.45M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.02K+ 11.05% |
$92.8K - $98.7K
|
20.3K
$1.01M
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.77K+ 3.19% |
$81.7K - $86.8K
|
57.4K
$2.85M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.39K+ 11.47% |
$63.8K - $67.8K
|
13.5K
$670K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
1.12KNew |
$51.6K - $54.9K
|
1.12K
$55.7K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
507+ 2.02% |
$23.3K - $24.8K
|
25.6K
$1.27M
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
503+ 9.89% |
$23.2K - $24.6K
|
5.59K
$278K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
466+ 3.42% |
$21.5K - $22.8K
|
14.1K
$701K
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
423New |
$19.5K - $20.7K
|
423
$21K
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
414+ 7.14% |
$19.1K - $20.3K
|
6.21K
$309K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
407New |
$18.7K - $19.9K
|
407
$20.2K
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
BUY
|
- |
270+ 16.18% |
$12.4K - $13.2K
|
1.94K
$96.4K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
191+ 11.75% |
$8.79K - $9.35K
|
1.82K
$90.3K
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
191+ 2.8% |
$8.79K - $9.35K
|
7.01K
$348K
|
|
Nov 12, 2021
Q3 2021
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
179+ 0.13% |
$8.24K - $8.76K
|
140K
$6.98M
|
|
Nov 12, 2021
Q3 2021
|
Natixis
Paris, I0 |
BUY
|
- |
92+ 0.34% |
$4.24K - $4.5K
|
26.9K
$1.34M
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
74+ 16.7% |
$3.41K - $3.62K
|
517
$25.7K
|