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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
659+ 125.76% |
$30.9K - $34.7K
|
1.18K
$56.1K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
584+ 1769.7% |
$27.4K - $30.7K
|
617
$29.3K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
483+ 3.61% |
$22.7K - $25.4K
|
13.9K
$657K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
461+ 8.0% |
$21.6K - $24.3K
|
6.22K
$295K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
434New |
$20.4K - $22.8K
|
434
$20.6K
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
425+ 2.59% |
$20K - $22.4K
|
16.8K
$799K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
420+ 49.65% |
$19.7K - $22.1K
|
1.27K
$60.1K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
413+ 7.85% |
$19.4K - $21.7K
|
5.67K
$269K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
353New |
$16.6K - $18.6K
|
353
$16.8K
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
343+ 1.19% |
$16.1K - $18K
|
29.1K
$1.38M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
334+ 1.21% |
$15.7K - $17.6K
|
27.9K
$1.32M
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
234New |
$11K - $12.3K
|
234
$11.1K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
233New |
$10.9K - $12.3K
|
233
$11.1K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
231+ 4.21% |
$10.8K - $12.2K
|
5.72K
$271K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
221+ 0.74% |
$10.4K - $11.6K
|
30.1K
$1.43M
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
215+ 0.69% |
$10.1K - $11.3K
|
31.5K
$1.49M
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
205+ 75.37% |
$9.63K - $10.8K
|
477
$22.6K
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
166+ 0.43% |
$7.8K - $8.73K
|
38.8K
$1.84M
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
150New |
$7.04K - $7.89K
|
150
$7.12K
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
108+ 1.09% |
$5.07K - $5.68K
|
10K
$475K
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
82New |
$3.85K - $4.31K
|
82
$3.89K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
77+ 0.34% |
$3.62K - $4.05K
|
23K
$1.09M
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
50New |
$2.35K - $2.63K
|
50
$2.37K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
46New |
$2.16K - $2.42K
|
46
$2.18K
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
33+ 0.14% |
$1.55K - $1.74K
|
23.8K
$1.13M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
25+ 0.16% |
$1.17K - $1.32K
|
15.3K
$724K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.39% |
$282 - $316
|
1.54K
$72.9K
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.43% |
$141 - $158
|
708
$33.6K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.81% |
$93.9 - $105
|
250
$11.9K
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.01% |
$47 - $52.6
|
15.4K
$731K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.51% |
$47 - $52.6
|
199
$9.44K
|
|
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
$4.7K
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-68- 0.4% |
$3.19K - $3.58K
|
16.9K
$803K
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-83- 1.36% |
$3.9K - $4.37K
|
6.03K
$286K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-103- 0.08% |
$4.84K - $5.42K
|
127K
$6.01M
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-106- 17.67% |
$4.98K - $5.58K
|
494
$23.4K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-107- 0.95% |
$5.02K - $5.63K
|
11.1K
$528K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-144- 3.32% |
$6.76K - $7.58K
|
4.2K
$199K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-150- 0.21% |
$7.04K - $7.89K
|
71.5K
$3.39M
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-164- 0.25% |
$7.7K - $8.63K
|
65.3K
$3.1M
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-166- 1.21% |
$7.8K - $8.73K
|
13.6K
$644K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-183- 2.03% |
$8.59K - $9.63K
|
8.81K
$418K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-189- 41.91% |
$8.88K - $9.95K
|
262
$12.4K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-268- 7.26% |
$12.6K - $14.1K
|
3.42K
$162K
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-269- 2.69% |
$12.6K - $14.2K
|
9.73K
$462K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-286- 0.24% |
$13.4K - $15K
|
121K
$5.74M
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-305- 1.2% |
$14.3K - $16K
|
25.1K
$1.19M
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-384- 1.58% |
$18K - $20.2K
|
24K
$1.14M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-414- 5.17% |
$19.4K - $21.8K
|
7.59K
$360K
|