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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-436- 8.4% |
$20.7K - $23.7K
|
4.75K
$276K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.98K- 10.53% |
$94K - $108K
|
16.9K
$978K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-182- 56.7% |
$8.62K - $9.88K
|
139
$8.07K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-4.47K- 6.29% |
$212K - $243K
|
66.6K
$3.86M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.22KNew |
$200K - $229K
|
4.22K
$245K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.56K+ 91.99% |
$169K - $193K
|
7.43K
$431K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.85K- 45.65% |
$230K - $263K
|
5.78K
$335K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.61K+ 1.11% |
$266K - $304K
|
511K
$29.7M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
367+ 6.06% |
$17.4K - $19.9K
|
6.43K
$373K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
53+ 1.66% |
$2.51K - $2.88K
|
3.26K
$189K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
759+ 3.54% |
$36K - $41.2K
|
22.2K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
69.4K+ 71.02% |
$3.29M - $3.77M
|
167K
$9.7M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.91K- 6.5% |
$90.6K - $104K
|
27.5K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.58KNew |
$122K - $140K
|
2.58K
$150K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-715- 1.09% |
$33.9K - $38.8K
|
65K
$3.77M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-251- 0.98% |
$11.9K - $13.6K
|
25.4K
$1.47M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.95K- 23.39% |
$140K - $160K
|
9.67K
$561K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
18+ 0.34% |
$853 - $977
|
5.27K
$306K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
10.3KNew |
$490K - $561K
|
10.3K
$600K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6+ 2.03% |
$284 - $326
|
302
$17.5K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.36K+ 10.04% |
$64.6K - $74K
|
14.9K
$867K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-60- 1.28% |
$2.84K - $3.26K
|
4.62K
$268K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.49KNew |
$308K - $352K
|
6.49K
$377K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-240- 33.47% |
$11.4K - $13K
|
477
$27.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.86% |
$94.8 - $109
|
235
$13.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.07K- 6.42% |
$98.2K - $112K
|
30.2K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.87KNew |
$183K - $210K
|
3.87K
$225K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.19K- 2.93% |
$151K - $173K
|
106K
$6.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
604New |
$28.6K - $32.8K
|
604
$35.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.26K- 5.09% |
$249K - $285K
|
98K
$5.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-338- 47.88% |
$16K - $18.3K
|
368
$21.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.45K- 25.75% |
$68.5K - $78.5K
|
4.17K
$242K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-265- 0.84% |
$12.6K - $14.4K
|
31.1K
$1.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
589+ 31.98% |
$27.9K - $32K
|
2.43K
$141K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
283+ 4.03% |
$13.4K - $15.4K
|
7.3K
$424K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
120New |
$5.69K - $6.51K
|
120
$6.96K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-937- 6.85% |
$44.4K - $50.8K
|
12.7K
$740K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.7K+ 6.02% |
$128K - $147K
|
47.6K
$2.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.99K- 44.09% |
$236K - $270K
|
6.32K
$367K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
120+ 0.51% |
$5.69K - $6.51K
|
23.6K
$1.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.7K+ 37.57% |
$365K - $418K
|
28.2K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
274+ 2.5% |
$13K - $14.9K
|
11.2K
$652K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
293+ 3.82% |
$13.9K - $15.9K
|
7.95K
$462K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-584- 94.65% |
$27.7K - $31.7K
|
33
$1.92K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.85K- 31.42% |
$87.5K - $100K
|
4.03K
$234K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-4.71K- 5.37% |
$223K - $255K
|
83K
$4.82M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-11.2K- 4.9% |
$531K - $608K
|
217K
$12.6M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-66K- 85.03% |
$3.15M - $3.42M
|
11.6K
$675K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
195New |
$9.29K - $10.1K
|
195
$11.3K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
170New |
$8.1K - $8.81K
|
170
$9.87K
|
|