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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
63New |
$2.21K - $2.68K
|
63
$3.06K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
5New |
$176 - $212
|
5
$243
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
77New |
$2.7K - $3.27K
|
77
$3.74K
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
165New |
$5.78K - $6.91K
|
165
$8.02K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.9KNew |
$242K - $289K
|
6.9K
$335K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-15.1K- 17.78% |
$529K - $633K
|
69.8K
$3.39M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.76K+ 92.88% |
$272K - $325K
|
16.1K
$783K
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
8.12KNew |
$284K - $340K
|
8.12K
$395K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
54.1KNew |
$1.9M - $2.27M
|
54.1K
$2.63M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.23K- 93.36% |
$113K - $135K
|
230
$11.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
67+ 0.86% |
$2.35K - $2.81K
|
7.82K
$380K
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
21.5KNew |
$752K - $900K
|
21.5K
$1.04M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
394+ 0.07% |
$13.8K - $16.5K
|
596K
$29M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
4.83KNew |
$169K - $202K
|
4.83K
$235K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.61KNew |
$56.2K - $67.2K
|
1.61K
$78K
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-74- 14.31% |
$2.59K - $3.1K
|
443
$21.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
165New |
$5.78K - $6.91K
|
165
$8.02K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
20.6KNew |
$723K - $865K
|
20.6K
$1M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.5KClosed |
$98.9K - $116K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
194New |
$7.67K - $9.03K
|
194
$9.43K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
125KNew |
$4.95M - $5.83M
|
125K
$6.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-12Closed |
$475 - $559
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-335Closed |
$13.3K - $15.6K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.25KNew |
$88.9K - $105K
|
2.25K
$109K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-549- 10.81% |
$21.7K - $25.6K
|
4.53K
$220K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-93Closed |
$3.68K - $4.33K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
172+ 166.99% |
$6.8K - $8.01K
|
275
$13.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-562Closed |
$22.2K - $26.2K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-174Closed |
$6.88K - $8.1K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-6.53KClosed |
$258K - $304K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-19Closed |
$752 - $885
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-468Closed |
$18.5K - $21.8K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
440New |
$17.4K - $20.5K
|
440
$21.4K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-482Closed |
$20.5K - $23.8K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-59.6KClosed |
$2.53M - $2.95M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-4Closed |
$170 - $198
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
SELL
|
- |
-70.4KClosed |
$2.99M - $3.48M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-39Closed |
$1.66K - $1.93K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-407Closed |
$18.5K - $19.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-221Closed |
$10.1K - $10.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
27New |
$1.23K - $1.32K
|
27
$1.31K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-409Closed |
$18.6K - $20K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-5.4KClosed |
$246K - $264K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10.1KClosed |
$460K - $495K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-39Closed |
$1.78K - $1.91K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-5Closed |
$228 - $245
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
1.12KNew |
$51.6K - $54.9K
|
1.12K
$54.5K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
5.09KNew |
$234K - $249K
|
5.09K
$247K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
69.3KNew |
$3.19M - $3.39M
|
69.3K
$3.37M
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-82Closed |
$3.78K - $4.01K
|
0
$0
|
|