Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
19.4K+ 6.38% |
$911K - $1.02M
|
324K
$16.5M
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
17.9K+ 6.01% |
$842K - $943K
|
316K
$16.1M
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
9.3K+ 11.87% |
$437K - $489K
|
87.6K
$4.48M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.02KNew |
$283K - $317K
|
6.02K
$308K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.3K+ 7.37% |
$202K - $226K
|
62.7K
$3.2M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.75K+ 7.93% |
$129K - $145K
|
37.4K
$1.91M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.97K+ 4.22% |
$92.6K - $104K
|
48.7K
$2.49M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.41K+ 203.31% |
$66.4K - $74.4K
|
2.11K
$108K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
836+ 27.6% |
$39.3K - $44K
|
3.87K
$197K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
691+ 2.99% |
$32.4K - $36.4K
|
23.8K
$1.22M
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
425+ 2.59% |
$20K - $22.4K
|
16.8K
$860K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
353New |
$16.6K - $18.6K
|
353
$18K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
231+ 4.21% |
$10.8K - $12.2K
|
5.72K
$292K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
205+ 75.37% |
$9.63K - $10.8K
|
477
$24.4K
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
50New |
$2.35K - $2.63K
|
50
$2.55K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
46New |
$2.16K - $2.42K
|
46
$2.35K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.39% |
$282 - $316
|
1.54K
$78.5K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.51% |
$47 - $52.6
|
199
$10.2K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-10- 9.17% |
$470 - $526
|
99
$5.06K
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-83- 1.36% |
$3.9K - $4.37K
|
6.03K
$308K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-106- 17.67% |
$4.98K - $5.58K
|
494
$25.2K
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-269- 2.69% |
$12.6K - $14.2K
|
9.73K
$497K
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-384- 1.58% |
$18K - $20.2K
|
24K
$1.22M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-500- 2.48% |
$23.5K - $26.3K
|
19.7K
$1.01M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-558- 12.46% |
$26.2K - $29.4K
|
3.92K
$200K
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-654- 0.99% |
$30.7K - $34.4K
|
65.6K
$3.35M
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-777- 5.38% |
$36.5K - $40.9K
|
13.7K
$698K
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-827- 1.2% |
$38.8K - $43.5K
|
67.9K
$3.47M
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-923- 1.53% |
$43.3K - $48.6K
|
59.5K
$3.04M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.05K- 21.63% |
$143K - $160K
|
11.1K
$565K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.7K- 62.05% |
$595K - $667K
|
7.75K
$396K
|