Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
508+ 11.56% |
$23.1K - $24.9K
|
4.9K
$244K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
479+ 216.74% |
$21.8K - $23.5K
|
700
$34.8K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
365New |
$16.6K - $17.9K
|
365
$18.1K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
291New |
$13.2K - $14.3K
|
291
$14.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
236New |
$10.7K - $11.6K
|
236
$11.7K
|
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
217+ 0.58% |
$9.88K - $10.6K
|
37.9K
$1.88M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
160+ 9.74% |
$7.28K - $7.84K
|
1.8K
$89.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
128+ 1.72% |
$5.83K - $6.27K
|
7.58K
$377K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
93New |
$4.23K - $4.55K
|
93
$4.62K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
92+ 0.63% |
$4.19K - $4.51K
|
14.6K
$728K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
68New |
$3.1K - $3.33K
|
68
$3.38K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
40+ 1.08% |
$1.82K - $1.96K
|
3.73K
$185K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
27New |
$1.23K - $1.32K
|
27
$1.34K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
26+ 0.65% |
$1.18K - $1.27K
|
4.03K
$200K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 0.16% |
$410 - $441
|
5.6K
$278K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
4New |
$182 - $196
|
4
$199
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 1.9% |
$182 - $196
|
215
$10.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
4+ 0.04% |
$182 - $196
|
10.9K
$540K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-5Closed |
$228 - $245
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11- 0.09% |
$501 - $539
|
12K
$598K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-39Closed |
$1.78K - $1.91K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Prairiewood Capital, LLC
|
SELL
|
- |
-124- 0.39% |
$5.64K - $6.07K
|
31.5K
$1.57M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-148- 0.65% |
$6.74K - $7.25K
|
22.7K
$1.13M
|
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-154- 3.21% |
$7.01K - $7.54K
|
4.64K
$231K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-204- 11.23% |
$9.29K - $9.99K
|
1.61K
$80.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-221Closed |
$10.1K - $10.8K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-241- 3.68% |
$11K - $11.8K
|
6.31K
$314K
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-266- 4.02% |
$12.1K - $13K
|
6.35K
$316K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-273- 1.6% |
$12.4K - $13.4K
|
16.8K
$833K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-300- 70.92% |
$13.7K - $14.7K
|
123
$6.12K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-407Closed |
$18.5K - $19.9K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-409Closed |
$18.6K - $20K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-575- 2.2% |
$26.2K - $28.2K
|
25.5K
$1.27M
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-598- 13.69% |
$27.2K - $29.3K
|
3.77K
$187K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-803- 1.08% |
$36.6K - $39.3K
|
73.7K
$3.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-865- 30.55% |
$39.4K - $42.4K
|
1.97K
$97.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-874- 0.52% |
$39.8K - $42.8K
|
168K
$8.34M
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-1.04K- 1.99% |
$47.3K - $50.9K
|
51.2K
$2.55M
|
|
|
Feb 08, 2022
Q4 2021
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-1.13K- 4.48% |
$51.2K - $55.1K
|
24K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
SELL
|
- |
-1.66K- 6.17% |
$75.7K - $81.4K
|
25.3K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.6K- 4.27% |
$118K - $127K
|
58.3K
$2.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.79K- 11.6% |
$127K - $136K
|
21.2K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-5.19K- 3.57% |
$236K - $254K
|
140K
$6.97M
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-5.4KClosed |
$246K - $264K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-5.9K- 6.46% |
$268K - $289K
|
85.4K
$4.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.25K- 71.43% |
$285K - $306K
|
2.5K
$124K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-7.52K- 23.9% |
$342K - $368K
|
24K
$1.19M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10.1KClosed |
$460K - $495K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.6K- 66.63% |
$530K - $570K
|
5.83K
$290K
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-26.2K- 4.21% |
$1.19M - $1.29M
|
597K
$29.7M
|