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 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
73+ 0.44% |
$3.36K - $3.57K
|
16.5K
$820K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
64New |
$2.95K - $3.13K
|
64
$3.18K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
57+ 0.77% |
$2.62K - $2.79K
|
7.45K
$370K
|
|
|
Nov 05, 2021
Q3 2021
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
37+ 0.42% |
$1.7K - $1.81K
|
8.85K
$440K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29+ 0.79% |
$1.34K - $1.42K
|
3.69K
$183K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
17+ 0.43% |
$783 - $832
|
4.01K
$199K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
17+ 0.12% |
$783 - $832
|
14.5K
$723K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
5New |
$230 - $245
|
5
$249
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
2+ 0.02% |
$92.1 - $97.9
|
10.9K
$540K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.48% |
$46 - $48.9
|
211
$10.5K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1- 0.45% |
$46 - $48.9
|
221
$11K
|
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-6- 0.21% |
$276 - $294
|
2.83K
$141K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-21- 8.68% |
$967 - $1.03K
|
221
$11K
|
|
|
Nov 04, 2021
Q3 2021
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-50- 0.2% |
$2.3K - $2.45K
|
25.1K
$1.25M
|
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-72- 1.62% |
$3.31K - $3.52K
|
4.37K
$217K
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-82Closed |
$3.78K - $4.01K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-120- 0.52% |
$5.52K - $5.87K
|
22.8K
$1.14M
|
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-150- 0.57% |
$6.91K - $7.34K
|
26.1K
$1.3M
|
|
|
Oct 22, 2021
Q3 2021
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-166- 3.35% |
$7.64K - $8.12K
|
4.79K
$238K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-247- 1.43% |
$11.4K - $12.1K
|
17K
$847K
|
|
|
Nov 15, 2021
Q3 2021
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-271- 5.38% |
$12.5K - $13.3K
|
4.77K
$237K
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-341- 2.56% |
$15.7K - $16.7K
|
13K
$645K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-349- 1.93% |
$16.1K - $17.1K
|
17.7K
$881K
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-450- 4.48% |
$20.7K - $22K
|
9.6K
$478K
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-555- 7.74% |
$25.6K - $27.2K
|
6.61K
$329K
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-750- 12.86% |
$34.5K - $36.7K
|
5.08K
$253K
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-1.03K- 1.11% |
$47.2K - $50.2K
|
91.3K
$4.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.07K- 0.9% |
$49.3K - $52.4K
|
118K
$5.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.15K- 19.52% |
$52.9K - $56.3K
|
4.74K
$236K
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.2K- 7.05% |
$55.3K - $58.8K
|
15.9K
$788K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.32K- 2.12% |
$60.6K - $64.4K
|
60.9K
$3.03M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.67K- 1.43% |
$76.7K - $81.6K
|
115K
$5.73M
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.82K- 4.62% |
$83.9K - $89.2K
|
37.6K
$1.87M
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-2.17K- 3.99% |
$100K - $106K
|
52.3K
$2.6M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.39KClosed |
$202K - $215K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.43K- 17.13% |
$204K - $217K
|
21.4K
$1.07M
|
|
|
Oct 26, 2021
Q3 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-4.88KClosed |
$225K - $239K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.92KClosed |
$226K - $241K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
SELL
|
- |
-6.09K- 18.29% |
$280K - $298K
|
27.2K
$1.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-7.04K- 15.76% |
$324K - $345K
|
37.6K
$1.87M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.52K- 38.42% |
$346K - $368K
|
12K
$599K
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-14.8K- 2.33% |
$683K - $726K
|
623K
$31M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.8KClosed |
$774K - $823K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-29.3K- 16.77% |
$1.35M - $1.43M
|
145K
$7.22M
|
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-82.3KClosed |
$3.79M - $4.03M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-244K- 9.99% |
$11.2M - $11.9M
|
2.2M
$109M
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-262K- 91.61% |
$12.1M - $12.8M
|
24K
$1.19M
|