Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.51M+ 11.92% |
$52.8M - $63.2M
|
14.2M
$704M
|
|
Nov 14, 2022
Q3 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
213KNew |
$7.45M - $8.91M
|
213K
$10.6M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
128K+ 20758.02% |
$4.48M - $5.37M
|
129K
$6.4M
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
126K+ 123.01% |
$4.41M - $5.28M
|
229K
$11.4M
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
68.9K+ 225.96% |
$2.41M - $2.89M
|
99.4K
$4.94M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
54.1KNew |
$1.9M - $2.27M
|
54.1K
$2.69M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.5KNew |
$1.63M - $1.95M
|
46.5K
$2.31M
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
30KNew |
$1.05M - $1.26M
|
30K
$1.49M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29K+ 14.9% |
$1.02M - $1.21M
|
224K
$11.1M
|
|
Oct 13, 2022
Q3 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
26.4K+ 72.11% |
$923K - $1.1M
|
62.9K
$3.13M
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
21.5KNew |
$752K - $900K
|
21.5K
$1.07M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
20.6KNew |
$723K - $865K
|
20.6K
$1.03M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.7K+ 586.91% |
$654K - $783K
|
21.9K
$1.09M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
17K+ 7.17% |
$595K - $712K
|
254K
$12.6M
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15.3KNew |
$536K - $642K
|
15.3K
$761K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.2K+ 6.5% |
$499K - $597K
|
233K
$11.6M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.6K+ 51.73% |
$440K - $526K
|
36.8K
$1.83M
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
11.5K+ 40.17% |
$401K - $480K
|
40K
$1.99M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.3K+ 11.96% |
$394K - $471K
|
105K
$5.24M
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.4K+ 56.24% |
$363K - $434K
|
28.8K
$1.43M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
10K+ 47.04% |
$351K - $420K
|
31.3K
$1.56M
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
8.35K+ 100.85% |
$292K - $350K
|
16.6K
$827K
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
8.12KNew |
$284K - $340K
|
8.12K
$404K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.76K+ 92.88% |
$272K - $325K
|
16.1K
$801K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.14K+ 2.23% |
$250K - $299K
|
327K
$16.3M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
7.14KNew |
$250K - $299K
|
7.14K
$355K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.9KNew |
$242K - $289K
|
6.9K
$343K
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
6.01K+ 13.74% |
$210K - $252K
|
49.7K
$2.47M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.9K+ 30.09% |
$207K - $247K
|
25.5K
$1.27M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.35K+ 7.0% |
$187K - $224K
|
81.8K
$4.07M
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
4.83KNew |
$169K - $202K
|
4.83K
$240K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.82K+ 8.34% |
$169K - $202K
|
62.6K
$3.11M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.01K+ 15.16% |
$140K - $168K
|
30.5K
$1.51M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.3K+ 8.55% |
$115K - $138K
|
41.9K
$2.08M
|
|
Oct 18, 2022
Q3 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.73K+ 1.95% |
$95.7K - $114K
|
143K
$7.1M
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
2.7K+ 17.2% |
$94.4K - $113K
|
18.4K
$913K
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.29K+ 24.99% |
$80.1K - $95.9K
|
11.4K
$569K
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
2.13K+ 11.02% |
$74.4K - $89.1K
|
21.4K
$1.06M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.87KNew |
$65.4K - $78.3K
|
1.87K
$92.9K
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 28.49% |
$64.9K - $77.6K
|
8.36K
$415K
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.71K+ 570.33% |
$59.9K - $71.7K
|
2.01K
$100K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.61KNew |
$56.2K - $67.2K
|
1.61K
$79.8K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.33K+ 97.36% |
$46.5K - $55.7K
|
2.69K
$134K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.25K+ 20.2% |
$43.7K - $52.3K
|
7.43K
$370K
|
|
Nov 14, 2022
Q3 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
644+ 3.93% |
$22.5K - $27K
|
17K
$847K
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
639+ 3.73% |
$22.4K - $26.8K
|
17.8K
$884K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
506+ 6.9% |
$17.7K - $21.2K
|
7.84K
$390K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
469+ 5.38% |
$16.4K - $19.6K
|
9.19K
$457K
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
394+ 0.07% |
$13.8K - $16.5K
|
596K
$29.6M
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
BUY
|
- |
385+ 1.8% |
$13.5K - $16.1K
|
21.8K
$1.08M
|