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 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.8K+ 4.73% |
$1.09M - $1.18M
|
506K
$26.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.47K+ 0.96% |
$69.8K - $75.9K
|
154K
$7.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.1K+ 27.02% |
$627K - $682K
|
61.8K
$3.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.4% |
$47.7 - $51.8
|
251
$12.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 0.23% |
$47.7 - $51.8
|
433
$22.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.73K+ 18.73% |
$273K - $297K
|
36.3K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-58.4K- 9.26% |
$2.79M - $3.03M
|
573K
$29.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.61K+ 98.98% |
$125K - $136K
|
5.26K
$271K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-663- 12.82% |
$31.6K - $34.4K
|
4.51K
$232K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
54New |
$2.57K - $2.8K
|
54
$2.78K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-198- 1.71% |
$9.44K - $10.3K
|
11.4K
$586K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
55.2KNew |
$2.63M - $2.86M
|
55.2K
$2.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
46.5K+ 536.12% |
$2.22M - $2.41M
|
55.1K
$2.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
991+ 16.45% |
$47.2K - $51.4K
|
7.02K
$362K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
649+ 0.76% |
$30.9K - $33.6K
|
85.6K
$4.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.62K- 7.03% |
$77.2K - $84K
|
21.4K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
353+ 425.3% |
$16.8K - $18.3K
|
436
$22.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
939K+ 8.27% |
$44.7M - $48.7M
|
12.3M
$634M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.9KNew |
$520K - $566K
|
10.9K
$563K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.42% |
$143 - $156
|
711
$36.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-436- 0.61% |
$20.8K - $22.6K
|
71K
$3.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.49K+ 42.81% |
$71.2K - $77.4K
|
4.98K
$257K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
86+ 36.6% |
$4.1K - $4.46K
|
321
$16.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
872+ 20.2% |
$41.6K - $45.2K
|
5.19K
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
296New |
$14.1K - $15.3K
|
296
$15.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.5K- 58.21% |
$645K - $701K
|
9.72K
$501K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
210+ 1.07% |
$10K - $10.9K
|
19.9K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
811+ 20.98% |
$38.7K - $42K
|
4.68K
$241K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.33K- 5.5% |
$302K - $328K
|
109K
$5.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-454- 1.16% |
$21.6K - $23.5K
|
38.5K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
822+ 4.14% |
$39.2K - $42.6K
|
20.7K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.02KNew |
$382K - $416K
|
8.02K
$414K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.6KNew |
$506K - $551K
|
10.6K
$548K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
40+ 34.78% |
$1.91K - $2.07K
|
155
$7.99K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.05K- 8.71% |
$50K - $54.4K
|
11K
$568K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
424+ 4.68% |
$20.2K - $22K
|
9.48K
$489K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-170- 1.23% |
$8.1K - $8.81K
|
13.7K
$705K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
120+ 46.88% |
$5.72K - $6.22K
|
376
$19.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.43K- 67.25% |
$68K - $74K
|
695
$35.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$47.7 - $51.8
|
6.43K
$331K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1+ 0.43% |
$47.7 - $51.8
|
235
$12.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
135New |
$6.43K - $7K
|
135
$6.96K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-10- 10.1% |
$477 - $518
|
89
$4.59K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
345+ 1.45% |
$16.4K - $17.9K
|
24.1K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
5.94KNew |
$283K - $308K
|
5.94K
$306K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-85- 0.27% |
$4.05K - $4.41K
|
31.4K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
46.6K+ 25.62% |
$2.22M - $2.42M
|
229K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
796+ 5.21% |
$37.9K - $41.3K
|
16.1K
$828K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
449+ 0.69% |
$21.4K - $23.3K
|
65.7K
$3.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 1.01% |
$95.3 - $104
|
201
$10.4K
|