Purchases and Sales Made in Q3 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
162K+ 341.81% |
$7.01M - $7.54M
|
209K
$10.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
156K+ 35236.2% |
$6.75M - $7.27M
|
156K
$7.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
135K+ 24.61% |
$5.84M - $6.29M
|
682K
$33.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.4K+ 8.03% |
$3.36M - $3.61M
|
1.04M
$51.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
54.4KNew |
$2.36M - $2.54M
|
54.4K
$2.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.3K+ 21.33% |
$2.36M - $2.54M
|
309K
$15.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
46K+ 31.1% |
$2M - $2.15M
|
194K
$9.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.6K+ 38.3% |
$1.37M - $1.48M
|
114K
$5.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
21K+ 45.67% |
$913K - $982K
|
67.1K
$3.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14.6KNew |
$635K - $684K
|
14.6K
$728K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
14.6KNew |
$633K - $682K
|
14.6K
$726K
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
13.7KNew |
$594K - $640K
|
13.7K
$681K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.1K+ 30.76% |
$527K - $567K
|
51.6K
$2.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.8KNew |
$510K - $549K
|
11.8K
$584K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.4K+ 8.14% |
$451K - $485K
|
138K
$6.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.83K+ 12.17% |
$426K - $459K
|
90.6K
$4.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
7.92KNew |
$344K - $370K
|
7.92K
$394K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
7.7KNew |
$334K - $359K
|
7.7K
$383K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.48K+ 23.71% |
$324K - $349K
|
39K
$1.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
7.13K+ 46.19% |
$309K - $333K
|
22.6K
$1.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
6.27K+ 2.12% |
$272K - $293K
|
303K
$15M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.06K+ 2.46% |
$263K - $283K
|
252K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.16KNew |
$224K - $241K
|
5.16K
$256K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.75K+ 36.94% |
$206K - $222K
|
17.6K
$875K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.86K+ 5.27% |
$168K - $180K
|
77.2K
$3.84M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.09K+ 13.43% |
$134K - $144K
|
26.1K
$1.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
2.63K+ 3.91% |
$114K - $123K
|
69.9K
$3.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.57K+ 8.64% |
$111K - $120K
|
32.3K
$1.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.25K+ 3568.25% |
$97.5K - $105K
|
2.31K
$115K
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.8K+ 7.86% |
$78K - $84K
|
24.7K
$1.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
1.64K+ 1.83% |
$71.1K - $76.6K
|
91.4K
$4.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.43K+ 5.06% |
$62.1K - $66.8K
|
29.8K
$1.48M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.33K+ 3.22% |
$57.8K - $62.2K
|
42.7K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.23K+ 12.91% |
$53.2K - $57.2K
|
10.7K
$533K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.06K+ 5.83% |
$46K - $49.5K
|
19.2K
$956K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.06K+ 2.97% |
$45.9K - $49.4K
|
36.7K
$1.83M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
925+ 4.02% |
$40.1K - $43.2K
|
23.9K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
848+ 2.09% |
$36.8K - $39.6K
|
41.4K
$2.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
777+ 1.18% |
$33.7K - $36.3K
|
66.9K
$3.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
750+ 1.14% |
$32.5K - $35K
|
66.8K
$3.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
722+ 0.58% |
$31.3K - $33.7K
|
124K
$6.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
681+ 2.93% |
$29.5K - $31.8K
|
24K
$1.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
585+ 0.9% |
$25.4K - $27.3K
|
65.7K
$3.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
517+ 6.59% |
$22.4K - $24.1K
|
8.36K
$416K
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
479+ 0.68% |
$20.8K - $22.4K
|
71K
$3.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
437+ 3.31% |
$19K - $20.4K
|
13.6K
$678K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
421+ 2.1% |
$18.3K - $19.7K
|
20.5K
$1.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
278+ 1.26% |
$12.1K - $13K
|
22.3K
$1.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
262+ 0.7% |
$11.4K - $12.2K
|
37.9K
$1.88M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
232+ 4.28% |
$10.1K - $10.8K
|
5.65K
$281K
|