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 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
105New |
$4.37K - $4.99K
|
105
$5.14K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.55KNew |
$64.4K - $73.5K
|
1.55K
$75.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
204New |
$8.49K - $9.69K
|
204
$9.99K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
565New |
$23.5K - $26.8K
|
565
$27.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
486+ 6942.86% |
$20.2K - $23.1K
|
493
$24.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-7.56K- 8.0% |
$314K - $359K
|
87K
$4.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-259- 5.5% |
$10.8K - $12.3K
|
4.45K
$218K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
24+ 0.13% |
$998 - $1.14K
|
18.7K
$916K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
278+ 1.26% |
$12.1K - $13K
|
22.3K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
14.6KNew |
$633K - $682K
|
14.6K
$715K
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
7.92KNew |
$344K - $370K
|
7.92K
$388K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.33K+ 3.22% |
$57.8K - $62.2K
|
42.7K
$2.09M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
170+ 126.87% |
$7.37K - $7.94K
|
304
$14.9K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-6.96K- 6.13% |
$301K - $321K
|
107K
$5.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
276New |
$11.9K - $12.7K
|
276
$13.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-837- 13.15% |
$36.2K - $38.6K
|
5.53K
$271K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-62- 10.84% |
$2.68K - $2.86K
|
510
$25K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
193+ 0.64% |
$8.35K - $8.9K
|
30.4K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.7K- 21.26% |
$117K - $125K
|
10K
$490K
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-25- 0.15% |
$1.08K - $1.15K
|
16.4K
$804K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
687+ 0.1% |
$29.7K - $31.7K
|
717K
$35.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
255New |
$11K - $11.8K
|
255
$12.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
763New |
$33K - $35.2K
|
763
$37.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2.27KNew |
$97.9K - $104K
|
2.27K
$111K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
565New |
$24.4K - $26.1K
|
565
$27.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-790- 3.56% |
$34.2K - $36.4K
|
21.4K
$1.05M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
121New |
$5.23K - $5.58K
|
121
$5.93K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.21KNew |
$50.5K - $55.1K
|
1.21K
$59.2K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.68K- 86.65% |
$70.1K - $76.4K
|
258
$12.6K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$4.18K - $4.56K
|
100
$4.9K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
107New |
$4.48K - $4.88K
|
107
$5.24K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
125New |
$5.23K - $5.7K
|
125
$6.12K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
37New |
$1.55K - $1.69K
|
37
$1.81K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.59K- 25.63% |
$66.7K - $72.7K
|
4.63K
$227K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
236New |
$9.87K - $10.8K
|
236
$11.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-4.08K- 62.21% |
$170K - $186K
|
2.48K
$121K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.75KNew |
$199K - $217K
|
4.75K
$233K
|
|
| Q4 2022 | |||||||
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.04KNew |
$177K - $214K
|
5.04K
$247K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8New |
$281 - $340
|
8
$392
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
171New |
$6K - $7.26K
|
171
$8.38K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
135New |
$4.74K - $5.73K
|
135
$6.61K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.54KNew |
$53.9K - $65.3K
|
1.54K
$75.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
5.46KNew |
$192K - $232K
|
5.46K
$268K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-630- 23.28% |
$22.1K - $26.8K
|
2.08K
$102K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-270- 13.92% |
$9.48K - $11.5K
|
1.67K
$81.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.9K- 33.89% |
$207K - $251K
|
11.5K
$564K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
SELL
|
- |
-116- 1.01% |
$4.07K - $4.93K
|
11.3K
$555K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
7.03KNew |
$247K - $299K
|
7.03K
$344K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
248New |
$8.7K - $10.5K
|
248
$12.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
199New |
$6.98K - $8.45K
|
199
$9.75K
|
|