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 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-6.96K- 6.13% |
$301K - $321K
|
107K
$6.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
276New |
$11.9K - $12.7K
|
276
$16.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-25- 0.15% |
$1.08K - $1.15K
|
16.4K
$976K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.7K- 21.26% |
$117K - $125K
|
10K
$595K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
193+ 0.64% |
$8.35K - $8.9K
|
30.4K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
687+ 0.1% |
$29.7K - $31.7K
|
717K
$42.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-837- 13.15% |
$36.2K - $38.6K
|
5.53K
$329K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
255New |
$11K - $11.8K
|
255
$15.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
763New |
$33K - $35.2K
|
763
$45.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2.27KNew |
$97.9K - $104K
|
2.27K
$135K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
565New |
$24.4K - $26.1K
|
565
$33.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-790- 3.56% |
$34.2K - $36.4K
|
21.4K
$1.27M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
121New |
$5.23K - $5.58K
|
121
$7.2K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-5.54KClosed |
$232K - $253K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.21KNew |
$50.5K - $55.1K
|
1.21K
$71.8K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.68K- 86.65% |
$70.1K - $76.4K
|
258
$15.3K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$4.18K - $4.56K
|
100
$5.95K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
107New |
$4.48K - $4.88K
|
107
$6.36K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
125New |
$5.23K - $5.7K
|
125
$7.43K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
37New |
$1.55K - $1.69K
|
37
$2.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
236New |
$9.87K - $10.8K
|
236
$14K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.75KNew |
$199K - $217K
|
4.75K
$283K
|
|
| Q4 2022 | |||||||
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.04KNew |
$177K - $214K
|
5.04K
$299K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8New |
$281 - $340
|
8
$476
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
171New |
$6K - $7.26K
|
171
$10.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
135New |
$4.74K - $5.73K
|
135
$8.03K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.54KNew |
$53.9K - $65.3K
|
1.54K
$91.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
5.46KNew |
$192K - $232K
|
5.46K
$325K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-270- 13.92% |
$9.48K - $11.5K
|
1.67K
$99.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.9K- 33.89% |
$207K - $251K
|
11.5K
$684K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
SELL
|
- |
-116- 1.01% |
$4.07K - $4.93K
|
11.3K
$673K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
7.03KNew |
$247K - $299K
|
7.03K
$418K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
248New |
$8.7K - $10.5K
|
248
$14.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
5New |
$176 - $212
|
5
$297
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
199New |
$6.98K - $8.45K
|
199
$11.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
63New |
$2.21K - $2.68K
|
63
$3.75K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
77New |
$2.7K - $3.27K
|
77
$4.58K
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
165New |
$5.78K - $6.91K
|
165
$9.81K
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
8.12KNew |
$284K - $340K
|
8.12K
$483K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-15.1K- 17.78% |
$529K - $633K
|
69.8K
$4.15M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.76K+ 92.88% |
$272K - $325K
|
16.1K
$959K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
54.1KNew |
$1.9M - $2.27M
|
54.1K
$3.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.23K- 93.36% |
$113K - $135K
|
230
$13.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
67+ 0.86% |
$2.35K - $2.81K
|
7.82K
$465K
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
21.5KNew |
$752K - $900K
|
21.5K
$1.28M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
394+ 0.07% |
$13.8K - $16.5K
|
596K
$35.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
4.83KNew |
$169K - $202K
|
4.83K
$287K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.61KNew |
$56.2K - $67.2K
|
1.61K
$95.4K
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-74- 14.31% |
$2.59K - $3.1K
|
443
$26.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
165New |
$5.78K - $6.91K
|
165
$9.81K
|
|