Purchases and Sales Made in Q4 2022 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 2022. 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 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-1.59K- 10.3% |
$55.8K - $67.5K
|
13.8K
$657K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.65K- 2.02% |
$58K - $70.2K
|
80.1K
$3.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.66K- 18.09% |
$58.3K - $70.6K
|
7.53K
$357K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.89K- 6.55% |
$66.3K - $80.2K
|
26.9K
$1.28M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.95K- 26.17% |
$68.3K - $82.6K
|
5.49K
$260K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.23K- 0.88% |
$78.3K - $94.8K
|
252K
$12M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 11.71% |
$79.4K - $96.1K
|
17.1K
$810K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-2.75K- 11.53% |
$96.5K - $117K
|
21.1K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.78K- 6.63% |
$97.5K - $118K
|
39.1K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.85K- 7.73% |
$99.9K - $121K
|
34K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.03K- 11.86% |
$106K - $129K
|
22.5K
$1.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.37K- 38.47% |
$118K - $143K
|
5.38K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.51K- 5.23% |
$193K - $234K
|
99.8K
$4.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.9K- 33.89% |
$207K - $251K
|
11.5K
$546K
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-7.21K- 14.5% |
$253K - $306K
|
42.5K
$2.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.6K- 25.56% |
$267K - $323K
|
22.1K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.65K- 39.48% |
$269K - $325K
|
11.7K
$557K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.54K- 2.61% |
$300K - $363K
|
318K
$15.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-9.71K- 10.05% |
$341K - $413K
|
86.9K
$4.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-10.2K- 10.35% |
$357K - $432K
|
88.1K
$4.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-12.7K- 40.7% |
$447K - $542K
|
18.6K
$882K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-13.5K- 13.55% |
$473K - $572K
|
86K
$4.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.2K- 45.17% |
$1.13M - $1.37M
|
39.1K
$1.85M
|
|
|
Jan 20, 2023
Q4 2022
|
Prairiewood Capital, LLC
|
SELL
|
- |
-33.2K- 52.84% |
$1.17M - $1.41M
|
29.7K
$1.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-46K- 41.78% |
$1.62M - $1.96M
|
64.2K
$3.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-632K- 4.46% |
$22.2M - $26.8M
|
13.5M
$642M
|