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 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7.6K+ 6.29% |
$362K - $394K
|
129K
$7.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
123+ 2.18% |
$5.86K - $6.38K
|
5.76K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
8.04KNew |
$383K - $417K
|
8.04K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
165New |
$7.86K - $8.55K
|
165
$9.58K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.49KNew |
$214K - $233K
|
4.49K
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
135K+ 3213.81% |
$6.43M - $7M
|
139K
$8.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
626New |
$29.8K - $32.5K
|
626
$36.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 0.23% |
$47.7 - $51.8
|
433
$25.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-663- 12.82% |
$31.6K - $34.4K
|
4.51K
$262K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
54New |
$2.57K - $2.8K
|
54
$3.13K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
55.2KNew |
$2.63M - $2.86M
|
55.2K
$3.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
353+ 425.3% |
$16.8K - $18.3K
|
436
$25.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.5K- 58.21% |
$645K - $701K
|
9.72K
$564K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
210+ 1.07% |
$10K - $10.9K
|
19.9K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.02KNew |
$382K - $416K
|
8.02K
$466K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
40+ 34.78% |
$1.91K - $2.07K
|
155
$9K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.05K- 8.71% |
$50K - $54.4K
|
11K
$639K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
424+ 4.68% |
$20.2K - $22K
|
9.48K
$550K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
120+ 46.88% |
$5.72K - $6.22K
|
376
$21.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.43K- 67.25% |
$68K - $74K
|
695
$40.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
5.94KNew |
$283K - $308K
|
5.94K
$345K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-10- 10.1% |
$477 - $518
|
89
$5.17K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
135New |
$6.43K - $7K
|
135
$7.84K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-23.7K- 99.66% |
$1.13M - $1.23M
|
80
$4.64K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
82New |
$3.85K - $4.31K
|
82
$4.76K
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.17K- 22.11% |
$55.1K - $61.8K
|
4.14K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.35K- 10.17% |
$63.4K - $71.1K
|
11.9K
$692K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-268- 7.26% |
$12.6K - $14.1K
|
3.42K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
413+ 7.85% |
$19.4K - $21.7K
|
5.67K
$329K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.11KNew |
$193K - $216K
|
4.11K
$238K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.35KNew |
$157K - $176K
|
3.35K
$195K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.15KNew |
$195K - $218K
|
4.15K
$241K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.03KNew |
$189K - $212K
|
4.03K
$234K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.46K- 3.32% |
$68.4K - $76.7K
|
42.4K
$2.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
6.67KNew |
$313K - $351K
|
6.67K
$387K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.71K- 92.79% |
$127K - $143K
|
211
$12.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
150New |
$7.04K - $7.89K
|
150
$8.71K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-558- 12.46% |
$26.2K - $29.4K
|
3.92K
$228K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.7K- 62.05% |
$595K - $667K
|
7.75K
$450K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
46New |
$2.16K - $2.42K
|
46
$2.67K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
231+ 4.21% |
$10.8K - $12.2K
|
5.72K
$332K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
50New |
$2.35K - $2.63K
|
50
$2.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
205+ 75.37% |
$9.63K - $10.8K
|
477
$27.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
353New |
$16.6K - $18.6K
|
353
$20.5K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-291K- 93.96% |
$13.9M - $14.9M
|
18.7K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
177New |
$8.44K - $9.05K
|
177
$10.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.65K- 29.22% |
$365K - $391K
|
18.5K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
129New |
$6.15K - $6.6K
|
129
$7.49K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1- 0.14% |
$47.7 - $51.1
|
708
$41.1K
|
|