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 |
---|---|---|---|---|---|---|---|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
916+ 2.46% |
$43K - $48.2K
|
38.1K
$1.85M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.18K- 20.47% |
$102K - $115K
|
8.48K
$412K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-103- 0.08% |
$4.84K - $5.42K
|
127K
$6.15M
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.08K- 3.44% |
$50.7K - $56.8K
|
30.3K
$1.47M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.19K+ 2.65% |
$103K - $115K
|
85K
$4.13M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-493- 85.59% |
$23.2K - $25.9K
|
83
$4.03K
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.17K- 22.11% |
$55.1K - $61.8K
|
4.14K
$201K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-414- 5.17% |
$19.4K - $21.8K
|
7.59K
$369K
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.96KNew |
$186K - $208K
|
3.96K
$192K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 49.54% |
$500K - $561K
|
32.2K
$1.56M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.36K- 1.94% |
$63.9K - $71.6K
|
68.7K
$3.34M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-189- 41.91% |
$8.88K - $9.95K
|
262
$12.7K
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.38K- 21.56% |
$64.6K - $72.4K
|
5.01K
$243K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.88KNew |
$182K - $204K
|
3.88K
$188K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
133K+ 150.9% |
$6.27M - $7.02M
|
222K
$10.8M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.78K+ 208.11% |
$271K - $304K
|
8.55K
$416K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.82K- 1.42% |
$85.5K - $95.8K
|
126K
$6.12M
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
82New |
$3.85K - $4.31K
|
82
$3.99K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.6K- 12.87% |
$781K - $876K
|
113K
$5.48M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-107- 0.95% |
$5.02K - $5.63K
|
11.1K
$541K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-500- 6.54% |
$23.5K - $26.3K
|
7.14K
$347K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
349K+ 36.06% |
$16.4M - $18.3M
|
1.32M
$63.9M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-107K- 5.97% |
$5.02M - $5.62M
|
1.68M
$81.8M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
62.4KNew |
$2.93M - $3.28M
|
62.4K
$3.03M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.04K- 6.98% |
$331K - $370K
|
93.8K
$4.56M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.81% |
$93.9 - $105
|
250
$12.2K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
413+ 7.85% |
$19.4K - $21.7K
|
5.67K
$276K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
39KNew |
$1.83M - $2.05M
|
39K
$1.9M
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
33+ 0.14% |
$1.55K - $1.74K
|
23.8K
$1.15M
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
108+ 1.09% |
$5.07K - $5.68K
|
10K
$487K
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.01% |
$47 - $52.6
|
15.4K
$749K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-108K- 97.7% |
$5.08M - $5.69M
|
2.55K
$124K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
659+ 125.76% |
$30.9K - $34.7K
|
1.18K
$57.5K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
461+ 8.0% |
$21.6K - $24.3K
|
6.22K
$302K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-144- 3.32% |
$6.76K - $7.58K
|
4.2K
$204K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.57K+ 2.9% |
$402K - $451K
|
304K
$14.8M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
221+ 0.74% |
$10.4K - $11.6K
|
30.1K
$1.46M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.1K- 2.19% |
$98.7K - $111K
|
93.8K
$4.56M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
29.2KNew |
$1.37M - $1.54M
|
29.2K
$1.42M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
77+ 0.34% |
$3.62K - $4.05K
|
23K
$1.12M
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.35K- 10.17% |
$63.4K - $71.1K
|
11.9K
$580K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-268- 7.26% |
$12.6K - $14.1K
|
3.42K
$166K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
334+ 1.21% |
$15.7K - $17.6K
|
27.9K
$1.35M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-561- 4.63% |
$26.3K - $29.5K
|
11.6K
$562K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-286- 0.24% |
$13.4K - $15K
|
121K
$5.88M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.45K- 2.84% |
$209K - $234K
|
152K
$7.39M
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
235K+ 2.11% |
$11M - $12.4M
|
11.4M
$552M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-183- 2.03% |
$8.59K - $9.63K
|
8.81K
$428K
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
806+ 4.23% |
$37.8K - $42.4K
|
19.9K
$965K
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-510K- 10.38% |
$23.9M - $26.8M
|
4.4M
$214M
|