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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.62KNew |
$268K - $291K
|
5.62K
$280K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18.6K- 62.24% |
$888K - $966K
|
11.3K
$563K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.83K+ 16.57% |
$87.3K - $94.9K
|
12.9K
$642K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-150- 2.49% |
$7.15K - $7.78K
|
5.88K
$293K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
235+ 0.61% |
$11.2K - $12.2K
|
39.1K
$1.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
306+ 19.92% |
$14.6K - $15.9K
|
1.84K
$91.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.92K- 84.74% |
$187K - $203K
|
706
$35.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.8K+ 25.31% |
$181K - $197K
|
18.8K
$938K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14+ 0.66% |
$667 - $726
|
2.12K
$106K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.66KNew |
$365K - $397K
|
7.66K
$382K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
302+ 1.04% |
$14.4K - $15.7K
|
29.4K
$1.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-196- 0.13% |
$9.34K - $10.2K
|
155K
$7.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.72K- 49.02% |
$177K - $193K
|
3.87K
$193K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 12.65% |
$58.7K - $63.8K
|
11K
$546K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7.35K+ 12.35% |
$350K - $381K
|
66.9K
$3.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.77K+ 5.63% |
$84.1K - $91.5K
|
33.1K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.44K+ 19.88% |
$355K - $386K
|
44.9K
$2.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
58.9K+ 18.18% |
$2.8M - $3.05M
|
383K
$19M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-47- 0.34% |
$2.24K - $2.44K
|
13.6K
$678K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-23.7K- 99.66% |
$1.13M - $1.23M
|
80
$3.98K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-63- 0.26% |
$3K - $3.27K
|
23.9K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.94K+ 7.27% |
$235K - $256K
|
72.9K
$3.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-5.57K- 8.5% |
$266K - $289K
|
60K
$2.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
28.1K+ 8.91% |
$1.34M - $1.46M
|
344K
$17.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
725+ 4.31% |
$34.6K - $37.6K
|
17.6K
$874K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$47.7 - $51.8
|
52K
$2.59M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.4K+ 21.72% |
$490K - $549K
|
58.4K
$2.91M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.18K- 20.47% |
$102K - $115K
|
8.48K
$422K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
916+ 2.46% |
$43K - $48.2K
|
38.1K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.38K- 21.56% |
$64.6K - $72.4K
|
5.01K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.08K- 3.44% |
$50.7K - $56.8K
|
30.3K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.19K+ 2.65% |
$103K - $115K
|
85K
$4.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.96KNew |
$186K - $208K
|
3.96K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.17K- 22.11% |
$55.1K - $61.8K
|
4.14K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 49.54% |
$500K - $561K
|
32.2K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-103- 0.08% |
$4.84K - $5.42K
|
127K
$6.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.36K- 1.94% |
$63.9K - $71.6K
|
68.7K
$3.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-189- 41.91% |
$8.88K - $9.95K
|
262
$13K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.88KNew |
$182K - $204K
|
3.88K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
133K+ 150.9% |
$6.27M - $7.02M
|
222K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.04K- 6.98% |
$331K - $370K
|
93.8K
$4.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.78K+ 208.11% |
$271K - $304K
|
8.55K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.82K- 1.42% |
$85.5K - $95.8K
|
126K
$6.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
82New |
$3.85K - $4.31K
|
82
$4.08K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.6K- 12.87% |
$781K - $876K
|
113K
$5.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-107- 0.95% |
$5.02K - $5.63K
|
11.1K
$554K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-500- 6.54% |
$23.5K - $26.3K
|
7.14K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-493- 85.59% |
$23.2K - $25.9K
|
83
$4.13K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
349K+ 36.06% |
$16.4M - $18.3M
|
1.32M
$65.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-107K- 5.97% |
$5.02M - $5.62M
|
1.68M
$83.9M
|
|