Latest Institutional Purchases of Invesco Iftse Rafi Dev Mkts Ex (PXF)
This list provides information on the latest institutional transactions involving Invesco Iftse Rafi Dev Mkts Ex (PXF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
204New |
$8.49K - $9.69K
|
204
$10.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
161New |
$6.7K - $7.64K
|
161
$8.45K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
111+ 0.23% |
$4.62K - $5.27K
|
49.2K
$2.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
105New |
$4.37K - $4.99K
|
105
$5.51K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
24+ 0.13% |
$998 - $1.14K
|
18.7K
$981K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
14.6KNew |
$633K - $682K
|
14.6K
$766K
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
7.92KNew |
$344K - $370K
|
7.92K
$416K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.33K+ 3.22% |
$57.8K - $62.2K
|
42.7K
$2.24M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
278+ 1.26% |
$12.1K - $13K
|
22.3K
$1.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
170+ 126.87% |
$7.37K - $7.94K
|
304
$16K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2.27KNew |
$97.9K - $104K
|
2.27K
$119K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
763New |
$33K - $35.2K
|
763
$40K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
687+ 0.1% |
$29.7K - $31.7K
|
717K
$37.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
565New |
$24.4K - $26.1K
|
565
$29.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
276New |
$11.9K - $12.7K
|
276
$14.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
255New |
$11K - $11.8K
|
255
$13.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
193+ 0.64% |
$8.35K - $8.9K
|
30.4K
$1.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
121New |
$5.23K - $5.58K
|
121
$6.35K
|
|
| Q1 2023 | |||||||
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.75KNew |
$199K - $217K
|
4.75K
$249K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.21KNew |
$50.5K - $55.1K
|
1.21K
$63.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
236New |
$9.87K - $10.8K
|
236
$12.4K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
125New |
$5.23K - $5.7K
|
125
$6.56K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
107New |
$4.48K - $4.88K
|
107
$5.62K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$4.18K - $4.56K
|
100
$5.25K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
37New |
$1.55K - $1.69K
|
37
$1.94K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
7.03KNew |
$247K - $299K
|
7.03K
$369K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
5.46KNew |
$192K - $232K
|
5.46K
$287K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.04KNew |
$177K - $214K
|
5.04K
$264K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.54KNew |
$53.9K - $65.3K
|
1.54K
$80.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
248New |
$8.7K - $10.5K
|
248
$13K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
199New |
$6.98K - $8.45K
|
199
$10.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
171New |
$6K - $7.26K
|
171
$8.98K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
135New |
$4.74K - $5.73K
|
135
$7.09K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
77New |
$2.7K - $3.27K
|
77
$4.04K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
63New |
$2.21K - $2.68K
|
63
$3.31K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8New |
$281 - $340
|
8
$420
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
5New |
$176 - $212
|
5
$262
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
54.1KNew |
$1.9M - $2.27M
|
54.1K
$2.84M
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
21.5KNew |
$752K - $900K
|
21.5K
$1.13M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
20.6KNew |
$723K - $865K
|
20.6K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
8.12KNew |
$284K - $340K
|
8.12K
$426K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.76K+ 92.88% |
$272K - $325K
|
16.1K
$846K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
4.83KNew |
$169K - $202K
|
4.83K
$254K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.61KNew |
$56.2K - $67.2K
|
1.61K
$84.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
394+ 0.07% |
$13.8K - $16.5K
|
596K
$31.3M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
165New |
$5.78K - $6.91K
|
165
$8.66K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
165New |
$5.78K - $6.91K
|
165
$8.66K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
67+ 0.86% |
$2.35K - $2.81K
|
7.82K
$411K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
125KNew |
$4.95M - $5.83M
|
125K
$6.57M
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
440New |
$17.4K - $20.5K
|
440
$23.1K
|
|