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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
14.9KNew |
$709K - $760K
|
14.9K
$863K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
32New |
$1.53K - $1.64K
|
32
$1.86K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-495- 8.73% |
$23.6K - $25.3K
|
5.17K
$300K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
598+ 776.62% |
$28.5K - $30.6K
|
675
$39.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
145New |
$6.91K - $7.41K
|
145
$8.42K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-400- 38.46% |
$19.1K - $20.5K
|
640
$37.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.12K- 16.36% |
$53.4K - $57.3K
|
5.73K
$332K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-1.34K- 3.18% |
$63.7K - $68.3K
|
40.6K
$2.36M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
235New |
$11.2K - $12K
|
235
$13.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
61New |
$2.91K - $3.12K
|
61
$3.54K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.03K- 28.48% |
$96.6K - $104K
|
5.09K
$295K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
11New |
$503 - $547
|
11
$638
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.46KNew |
$204K - $222K
|
4.46K
$259K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.95K+ 3.15% |
$135K - $147K
|
96.5K
$5.6M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-157- 1.26% |
$7.18K - $7.8K
|
12.3K
$716K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.57K+ 5.28% |
$118K - $128K
|
51.3K
$2.98M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
369+ 3.17% |
$16.9K - $18.3K
|
12K
$696K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-455- 84.73% |
$20.8K - $22.6K
|
82
$4.76K
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
7.89KNew |
$361K - $392K
|
7.89K
$458K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-454K- 3.84% |
$20.8M - $22.6M
|
11.4M
$661M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
266New |
$12.2K - $13.2K
|
266
$15.4K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4+ 0.04% |
$183 - $199
|
11.2K
$653K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
20+ 4.42% |
$915 - $994
|
472
$27.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
64New |
$2.93K - $3.18K
|
64
$3.71K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
50+ 7.69% |
$2.29K - $2.49K
|
700
$40.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.4KNew |
$64K - $69.6K
|
1.4K
$81.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-63- 21.8% |
$2.88K - $3.13K
|
226
$13.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-262- 87.04% |
$12K - $13K
|
39
$2.26K
|
|
| Q4 2023 | |||||||
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
424New |
$17.6K - $20.1K
|
424
$24.6K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-941- 2.56% |
$39.1K - $44.7K
|
35.8K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9.15KNew |
$381K - $434K
|
9.15K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
5.46KNew |
$227K - $259K
|
5.46K
$317K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
20KNew |
$832K - $950K
|
20K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
111+ 0.23% |
$4.62K - $5.27K
|
49.2K
$2.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
20KNew |
$832K - $950K
|
20K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-2- 0.03% |
$83.2 - $95
|
7.06K
$410K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
225New |
$9.36K - $10.7K
|
225
$13.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
601+ 305.08% |
$25K - $28.5K
|
798
$46.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
105New |
$4.37K - $4.99K
|
105
$6.09K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.55KNew |
$64.4K - $73.5K
|
1.55K
$89.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
204New |
$8.49K - $9.69K
|
204
$11.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
565New |
$23.5K - $26.8K
|
565
$32.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
486+ 6942.86% |
$20.2K - $23.1K
|
493
$28.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-259- 5.5% |
$10.8K - $12.3K
|
4.45K
$258K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
24+ 0.13% |
$998 - $1.14K
|
18.7K
$1.09M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
278+ 1.26% |
$12.1K - $13K
|
22.3K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
14.6KNew |
$633K - $682K
|
14.6K
$847K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.33K+ 3.22% |
$57.8K - $62.2K
|
42.7K
$2.48M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
170+ 126.87% |
$7.37K - $7.94K
|
304
$17.6K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-6.96K- 6.13% |
$301K - $321K
|
107K
$6.19M
|
|