Purchases and Sales Made in Q3 2025 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 2025. 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 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.5K+ 62181.82% |
$1.17M - $1.27M
|
20.6K
$1.27M
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
18.3K+ 29.32% |
$1.04M - $1.13M
|
80.6K
$4.98M
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.21K+ 6.47% |
$240K - $259K
|
69.2K
$4.28M
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
684+ 1.9% |
$39K - $42.2K
|
36.7K
$2.27M
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
588+ 84.6% |
$33.5K - $36.3K
|
1.28K
$79.3K
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
430+ 12.11% |
$24.5K - $26.5K
|
3.98K
$246K
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
264+ 0.07% |
$15K - $16.3K
|
366K
$22.6M
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
100New |
$5.7K - $6.17K
|
100
$6.18K
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
95New |
$5.41K - $5.86K
|
95
$5.87K
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-33- 16.1% |
$1.88K - $2.03K
|
172
$10.6K
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-36- 0.29% |
$2.05K - $2.22K
|
12.2K
$752K
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-223- 1.16% |
$12.7K - $13.8K
|
19K
$1.17M
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-287- 0.51% |
$16.4K - $17.7K
|
56.2K
$3.48M
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-485- 0.98% |
$27.6K - $29.9K
|
49.2K
$3.04M
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.75K- 0.75% |
$99.9K - $108K
|
231K
$14.3M
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.11K- 0.82% |
$177K - $192K
|
375K
$23.2M
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-3.12K- 4.7% |
$178K - $192K
|
63.3K
$3.91M
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.31K- 2.22% |
$188K - $204K
|
146K
$9.01M
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-6.08K- 57.95% |
$347K - $375K
|
4.41K
$273K
|