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 16, 2021
Q2 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-6.66KClosed |
$311K - $335K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
90New |
$4.2K - $4.53K
|
90
$4.37K
|
|
|
Aug 11, 2021
Q2 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-6.86KClosed |
$320K - $345K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-37Closed |
$1.73K - $1.86K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-36.7K- 3.32% |
$1.71M - $1.85M
|
1.07M
$51.9M
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-300Closed |
$14K - $15.1K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
81+ 65.32% |
$3.78K - $4.08K
|
205
$9.96K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-343Closed |
$16K - $17.3K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-4.99KClosed |
$233K - $251K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-146Closed |
$6.21K - $6.86K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
7.27KNew |
$309K - $342K
|
7.27K
$353K
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-466Closed |
$19.8K - $21.9K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-5.48KClosed |
$233K - $257K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-9.6KClosed |
$408K - $451K
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
499New |
$17.1K - $21.4K
|
499
$24.3K
|
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
126New |
$4.31K - $5.4K
|
126
$6.12K
|
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-503Closed |
$17.2K - $21.6K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.4KClosed |
$47.7K - $59.9K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-549Closed |
$18.8K - $23.5K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-100Closed |
$3.42K - $4.29K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Horan Securities, Inc.
|
BUY
|
- |
100New |
$3.42K - $4.29K
|
100
$4.86K
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-221Closed |
$7.55K - $9.48K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Wood Trust Financial Corp
|
SELL
|
- |
-9.7KClosed |
$332K - $416K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 10, 2020
Q3 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4KClosed |
$139K - $150K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-497Closed |
$17.2K - $18.7K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.39KClosed |
$256K - $278K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Townsend Asset Management Corp
|
SELL
|
- |
-250Closed |
$8.67K - $9.4K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 21, 2020
Q2 2020
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-10.2KClosed |
$296K - $384K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.08KClosed |
$31.3K - $40.6K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Covington Capital Management
|
SELL
|
- |
-2.51KClosed |
$72.7K - $94.4K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-264Closed |
$7.64K - $9.92K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
First Personal Financial Services
|
SELL
|
- |
-902Closed |
$26.1K - $33.9K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-337KClosed |
$9.75M - $12.7M
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-27.3KClosed |
$791K - $1.03M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.06KClosed |
$212K - $345K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-2.1KClosed |
$55.3K - $90K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Dt Investment Partners, LLC
|
SELL
|
- |
-58KClosed |
$1.53M - $2.49M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
BUY
|
- |
42New |
$1.11K - $1.8K
|
42
$2.04K
|
|
|
Apr 28, 2020
Q1 2020
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.33KClosed |
$35K - $57K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-351Closed |
$9.23K - $15K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Legacy Private Trust Co.
|
SELL
|
- |
-58.4KClosed |
$1.54M - $2.5M
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-8.35KClosed |
$220K - $358K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-20.7KClosed |
$796K - $885K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-198Closed |
$7.62K - $8.47K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-62Closed |
$2.39K - $2.65K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Belmont Capital, LLC
|
BUY
|
- |
361New |
$13.9K - $15.4K
|
361
$17.5K
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.72MClosed |
$64.2M - $70.8M
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-7.34KClosed |
$274K - $302K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-250Closed |
$9.34K - $10.3K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Baldwin Brothers LLC
|
SELL
|
- |
-4.6K- 49.99% |
$172K - $189K
|
4.6K
$224K
|
|