Latest Institutional Transactions on Invesco Iftse Rafi Dev Mkts Ex (PXF)
This table provides information on the latest institutional transactions involving Invesco Iftse Rafi Dev Mkts Ex (PXF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7.6K+ 6.29% |
$362K - $394K
|
129K
$6.57M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-389- 1.86% |
$18.5K - $20.2K
|
20.5K
$1.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
69+ 0.08% |
$3.29K - $3.58K
|
87.7K
$4.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
45+ 0.9% |
$2.14K - $2.33K
|
5.05K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
479+ 16.47% |
$22.8K - $24.8K
|
3.39K
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-998- 0.79% |
$47.6K - $51.7K
|
126K
$6.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
8.04KNew |
$383K - $417K
|
8.04K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-216K- 12.8% |
$10.3M - $11.2M
|
1.47M
$75M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.36K+ 1.98% |
$64.7K - $70.3K
|
70.1K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
123+ 2.18% |
$5.86K - $6.38K
|
5.76K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.1KNew |
$2.25M - $2.44M
|
47.1K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.5K- 38.82% |
$595K - $647K
|
19.7K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-35- 13.36% |
$1.67K - $1.81K
|
227
$11.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
54+ 4.56% |
$2.57K - $2.8K
|
1.24K
$63.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.1K+ 287.69% |
$531K - $578K
|
15K
$768K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-575- 0.51% |
$27.4K - $29.8K
|
112K
$5.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.6KNew |
$791K - $860K
|
16.6K
$848K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.98K- 6.57% |
$94.3K - $103K
|
28.1K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
132+ 1.85% |
$6.29K - $6.84K
|
7.28K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
31+ 1.15% |
$1.48K - $1.61K
|
2.73K
$139K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-88.2K- 6.7% |
$4.2M - $4.57M
|
1.23M
$62.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.32K- 1.05% |
$62.8K - $68.3K
|
125K
$6.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.25K+ 3.59% |
$107K - $117K
|
65K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
165New |
$7.86K - $8.55K
|
165
$8.43K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.66K- 3.9% |
$174K - $190K
|
90.1K
$4.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
450+ 0.69% |
$21.4K - $23.3K
|
65.9K
$3.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
154+ 1.54% |
$7.34K - $7.98K
|
10.2K
$520K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
186K+ 4.23% |
$8.87M - $9.65M
|
4.59M
$234M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.2KNew |
$153K - $166K
|
3.2K
$164K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.65K+ 5.37% |
$78.4K - $85.3K
|
32.3K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.57K+ 8.47% |
$122K - $133K
|
32.9K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
159+ 6.24% |
$7.58K - $8.24K
|
2.71K
$138K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-811- 11.8% |
$38.7K - $42K
|
6.06K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
177+ 0.61% |
$8.44K - $9.18K
|
29.4K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.97K+ 4.23% |
$189K - $206K
|
97.7K
$4.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.13K+ 59.96% |
$244K - $266K
|
13.7K
$699K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.98K+ 6.38% |
$190K - $206K
|
66.4K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.66K+ 13.13% |
$174K - $190K
|
31.5K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.2K- 47.63% |
$866K - $942K
|
20K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-240- 1.42% |
$11.4K - $12.4K
|
16.7K
$852K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.09K+ 13.84% |
$385K - $419K
|
66.5K
$3.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
25.6KNew |
$1.22M - $1.33M
|
25.6K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.92K- 22.7% |
$91.7K - $99.7K
|
6.55K
$335K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.69K+ 3.95% |
$176K - $191K
|
97.1K
$4.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
71+ 0.81% |
$3.38K - $3.68K
|
8.88K
$454K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
626New |
$29.8K - $32.5K
|
626
$32K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23.9K+ 10.77% |
$1.14M - $1.24M
|
246K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
135K+ 3213.81% |
$6.43M - $7M
|
139K
$7.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.49KNew |
$214K - $233K
|
4.49K
$230K
|