Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-41.4K- 10.81% |
$1.96M - $2.24M
|
341K
$18.2M
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-11.2K- 4.9% |
$531K - $608K
|
217K
$11.6M
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-6.21K- 10.35% |
$294K - $337K
|
53.8K
$2.86M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.99K- 44.09% |
$236K - $270K
|
6.32K
$337K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-4.71K- 5.37% |
$223K - $255K
|
83K
$4.42M
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.72K- 1.75% |
$129K - $148K
|
152K
$8.11M
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.85K- 31.42% |
$87.5K - $100K
|
4.03K
$215K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.1K- 8.54% |
$52.1K - $59.7K
|
11.8K
$627K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-937- 6.85% |
$44.4K - $50.8K
|
12.7K
$678K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-900- 1.19% |
$42.7K - $48.8K
|
74.7K
$3.98M
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-831- 1.24% |
$39.4K - $45.1K
|
66.1K
$3.52M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-584- 94.65% |
$27.7K - $31.7K
|
33
$1.76K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-369- 46.77% |
$17.5K - $20K
|
420
$22.4K
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-84- 0.62% |
$3.98K - $4.56K
|
13.5K
$720K
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-63- 0.98% |
$2.99K - $3.42K
|
6.36K
$339K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-216K- 12.8% |
$10.3M - $11.2M
|
1.47M
$78.2M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-88.2K- 6.7% |
$4.2M - $4.57M
|
1.23M
$65.3M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-58.4K- 9.26% |
$2.79M - $3.03M
|
573K
$30.5M
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-42.5K- 77.11% |
$2.03M - $2.2M
|
12.6K
$672K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-23.7K- 99.66% |
$1.13M - $1.23M
|
80
$4.26K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.2K- 47.63% |
$866K - $942K
|
20K
$1.06M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.1K- 14.88% |
$860K - $936K
|
103K
$5.5M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.5K- 58.21% |
$645K - $701K
|
9.72K
$517K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.5K- 38.82% |
$595K - $647K
|
19.7K
$1.05M
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.33K- 5.5% |
$302K - $328K
|
109K
$5.79M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.92K- 84.74% |
$187K - $203K
|
706
$37.6K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.72K- 49.02% |
$177K - $193K
|
3.87K
$206K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.66K- 3.9% |
$174K - $190K
|
90.1K
$4.8M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.98K- 6.57% |
$94.3K - $103K
|
28.1K
$1.5M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.92K- 22.7% |
$91.7K - $99.7K
|
6.55K
$349K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.62K- 7.03% |
$77.2K - $84K
|
21.4K
$1.14M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.43K- 67.25% |
$68K - $74K
|
695
$37K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.32K- 1.05% |
$62.8K - $68.3K
|
125K
$6.63M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.05K- 8.71% |
$50K - $54.4K
|
11K
$586K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-998- 0.79% |
$47.6K - $51.7K
|
126K
$6.69M
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-811- 11.8% |
$38.7K - $42K
|
6.06K
$323K
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-663- 12.82% |
$31.6K - $34.4K
|
4.51K
$240K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-575- 0.51% |
$27.4K - $29.8K
|
112K
$5.97M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-454- 1.16% |
$21.6K - $23.5K
|
38.5K
$2.05M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-436- 0.61% |
$20.8K - $22.6K
|
71K
$3.78M
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-240- 1.42% |
$11.4K - $12.4K
|
16.7K
$888K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-198- 1.71% |
$9.44K - $10.3K
|
11.4K
$605K
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-85- 0.27% |
$4.05K - $4.41K
|
31.4K
$1.67M
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-63- 0.26% |
$3K - $3.27K
|
23.9K
$1.27M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-35- 13.36% |
$1.67K - $1.81K
|
227
$12.1K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-10- 10.1% |
$477 - $518
|
89
$4.74K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 0.23% |
$47.7 - $51.8
|
433
$23K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.7K- 62.05% |
$595K - $667K
|
7.75K
$413K
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.71K- 92.79% |
$127K - $143K
|
211
$11.2K
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.46K- 3.32% |
$68.4K - $76.7K
|
42.4K
$2.26M
|