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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
316+ 0.8% |
$14.6K - $18.2K
|
39.6K
$2.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
38.2K+ 158.32% |
$1.77M - $2.2M
|
62.4K
$3.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-218- 5.01% |
$10.1K - $12.5K
|
4.13K
$240K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.18KNew |
$193K - $241K
|
4.18K
$243K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.11K+ 0.86% |
$144K - $179K
|
366K
$21.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.9K- 8.55% |
$87.7K - $109K
|
20.3K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$46.2 - $57.5
|
6.37K
$369K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-1.32K- 9.79% |
$61.2K - $76.1K
|
12.2K
$708K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
36.9K+ 10.81% |
$1.7M - $2.12M
|
378K
$21.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-4.1K- 7.62% |
$190K - $236K
|
49.7K
$2.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.64K- 3.83% |
$122K - $152K
|
66.4K
$3.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.3K- 2.16% |
$152K - $190K
|
149K
$8.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-106- 25.24% |
$4.9K - $6.1K
|
314
$18.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.39K+ 51.4% |
$157K - $195K
|
9.98K
$579K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-886- 7.52% |
$41K - $51K
|
10.9K
$632K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
852+ 1.29% |
$39.4K - $49K
|
66.9K
$3.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
4.71KNew |
$218K - $271K
|
4.71K
$273K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.07KNew |
$49.6K - $61.7K
|
1.07K
$62.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
385+ 1.84% |
$17.8K - $22.1K
|
21.3K
$1.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.81KNew |
$176K - $219K
|
3.81K
$221K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
83.7KNew |
$3.87M - $4.81M
|
83.7K
$4.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
120+ 0.16% |
$5.55K - $6.9K
|
74.9K
$4.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
663+ 0.87% |
$30.6K - $38.1K
|
76.9K
$4.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 1.49% |
$139 - $173
|
205
$11.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
20.2K+ 55.61% |
$934K - $1.16M
|
56.5K
$3.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
800+ 161.94% |
$37K - $46K
|
1.29K
$75.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 8.43% |
$68.9K - $85.7K
|
19.2K
$1.11M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.85K+ 75.73% |
$277K - $317K
|
13.6K
$787K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-550K- 37.48% |
$26.1M - $29.9M
|
918K
$53.3M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
35.8KNew |
$1.7M - $1.94M
|
35.8K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.49K- 2.12% |
$70.4K - $80.6K
|
68.6K
$3.98M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
925+ 2.81% |
$43.8K - $50.2K
|
33.8K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.89K+ 376.69% |
$89.6K - $103K
|
2.39K
$139K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.53K- 23.34% |
$72.5K - $83K
|
5.02K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.9KNew |
$185K - $211K
|
3.9K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
137+ 60.35% |
$6.49K - $7.43K
|
364
$21.1K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.22K- 6.18% |
$57.6K - $66K
|
18.5K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2+ 66.67% |
$94.8 - $109
|
5
$290
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-160K- 13.01% |
$7.57M - $8.66M
|
1.07M
$62M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-106- 0.64% |
$5.02K - $5.75K
|
16.6K
$962K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
441+ 3.22% |
$20.9K - $23.9K
|
14.1K
$819K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.38K+ 5.21% |
$160K - $184K
|
68.3K
$3.97M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.37K- 4.86% |
$64.8K - $74.2K
|
26.8K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-82- 1.62% |
$3.89K - $4.45K
|
4.97K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
100New |
$4.74K - $5.43K
|
100
$5.8K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.01KNew |
$285K - $326K
|
6.01K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.25K+ 7.14% |
$107K - $122K
|
33.8K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-555- 0.84% |
$26.3K - $30.1K
|
65.3K
$3.79M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.83K+ 6.09% |
$324K - $371K
|
119K
$6.9M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.96K- 19.69% |
$140K - $161K
|
12.1K
$700K
|
|