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 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-493- 85.59% |
$23.2K - $25.9K
|
83
$3.94K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-500- 2.48% |
$23.5K - $26.3K
|
19.7K
$934K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-500- 6.54% |
$23.5K - $26.3K
|
7.14K
$339K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-558- 12.46% |
$26.2K - $29.4K
|
3.92K
$186K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-561- 4.63% |
$26.3K - $29.5K
|
11.6K
$549K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-654- 0.99% |
$30.7K - $34.4K
|
65.6K
$3.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-760- 3.14% |
$35.7K - $40K
|
23.5K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-777- 5.38% |
$36.5K - $40.9K
|
13.7K
$648K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-827- 1.2% |
$38.8K - $43.5K
|
67.9K
$3.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-923- 1.53% |
$43.3K - $48.6K
|
59.5K
$2.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.06K- 17.05% |
$49.9K - $55.9K
|
5.17K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.08K- 3.44% |
$50.7K - $56.8K
|
30.3K
$1.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.1K- 6.82% |
$51.7K - $57.9K
|
15K
$713K
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.17K- 22.11% |
$55.1K - $61.8K
|
4.14K
$196K
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.29K- 0.7% |
$60.5K - $67.8K
|
182K
$8.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.35K- 10.17% |
$63.4K - $71.1K
|
11.9K
$566K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.36K- 1.94% |
$63.9K - $71.6K
|
68.7K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.38K- 21.56% |
$64.6K - $72.4K
|
5.01K
$238K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.39K- 0.89% |
$65.1K - $73K
|
155K
$7.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.46K- 3.32% |
$68.4K - $76.7K
|
42.4K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.82K- 1.42% |
$85.5K - $95.8K
|
126K
$5.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.1K- 2.19% |
$98.7K - $111K
|
93.8K
$4.45M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.18K- 20.47% |
$102K - $115K
|
8.48K
$402K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.71K- 92.79% |
$127K - $143K
|
211
$10K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.05K- 21.63% |
$143K - $160K
|
11.1K
$525K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.33K- 3.62% |
$203K - $228K
|
115K
$5.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.45K- 2.84% |
$209K - $234K
|
152K
$7.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.54K- 17.84% |
$213K - $239K
|
20.9K
$991K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.04K- 6.98% |
$331K - $370K
|
93.8K
$4.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.7K- 62.05% |
$595K - $667K
|
7.75K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.6K- 12.87% |
$781K - $876K
|
113K
$5.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-107K- 5.97% |
$5.02M - $5.62M
|
1.68M
$79.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-108K- 97.7% |
$5.08M - $5.69M
|
2.55K
$121K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-510K- 10.38% |
$23.9M - $26.8M
|
4.4M
$209M
|