Purchases and Sales Made in Q1 2022 in Invesco Iftse Rafi Dev Mkts Ex (PXF)
This table provides information about the institutional ownership of Invesco Iftse Rafi Dev Mkts Ex (PXF) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO IFTSE RAFI DEV MKTS EX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.3M+ 13.31% |
$55.2M - $64.2M
|
11.1M
$541M
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
78.8K+ 5.27% |
$3.35M - $3.9M
|
1.57M
$77.1M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
69.3K+ 49.34% |
$2.95M - $3.43M
|
210K
$10.3M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.3K+ 35.97% |
$2.56M - $2.98M
|
228K
$11.2M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
48K+ 138.44% |
$2.04M - $2.37M
|
82.7K
$4.05M
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
46K+ 184.09% |
$1.96M - $2.27M
|
71K
$3.48M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
35.9KNew |
$1.53M - $1.77M
|
35.9K
$1.76M
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
33.7K+ 60.56% |
$1.43M - $1.67M
|
89.4K
$4.38M
|
|
|
May 10, 2022
Q1 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
32.1K+ 362.13% |
$1.36M - $1.58M
|
40.9K
$2M
|
|
|
Apr 12, 2022
Q1 2022
|
Solitude Financial Services
|
BUY
|
- |
18.5K+ 9.35% |
$785K - $912K
|
216K
$10.6M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.8K+ 11.53% |
$713K - $828K
|
162K
$7.94M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14KNew |
$594K - $690K
|
14K
$684K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.4KNew |
$529K - $615K
|
12.4K
$609K
|
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
BUY
|
- |
11.7K+ 46.21% |
$496K - $577K
|
36.9K
$1.81M
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
11.4K+ 7.35% |
$484K - $563K
|
166K
$8.14M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.63K+ 4.72% |
$367K - $426K
|
191K
$9.36M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
8.42KNew |
$358K - $416K
|
8.42K
$412K
|
|
|
May 16, 2022
Q1 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
8.16KNew |
$347K - $403K
|
8.16K
$399K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.93K+ 41.86% |
$337K - $392K
|
26.9K
$1.32M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
7.71KNew |
$328K - $381K
|
7.71K
$378K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
7.65K+ 52.25% |
$325K - $378K
|
22.3K
$1.09M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.91K+ 23.34% |
$294K - $342K
|
36.5K
$1.79M
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.3KNew |
$268K - $311K
|
6.3K
$308K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.37KNew |
$228K - $265K
|
5.37K
$263K
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.25KNew |
$223K - $259K
|
5.25K
$257K
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.1KNew |
$217K - $252K
|
5.1K
$249K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.89K+ 23.03% |
$208K - $242K
|
26.1K
$1.28M
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.75KNew |
$202K - $235K
|
4.75K
$232K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.27K+ 27.41% |
$181K - $211K
|
19.8K
$971K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.71KNew |
$115K - $134K
|
2.71K
$132K
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.42K+ 13.53% |
$103K - $120K
|
20.3K
$994K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.42K+ 3.24% |
$103K - $120K
|
77K
$3.77M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2K+ 15.12% |
$85.1K - $98.9K
|
15.2K
$746K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.88KNew |
$79.9K - $92.9K
|
1.88K
$92K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.57K+ 5.27% |
$66.5K - $77.3K
|
31.3K
$1.53M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.23K+ 10.91% |
$52.3K - $60.7K
|
12.5K
$612K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.04K+ 28.18% |
$44.2K - $51.4K
|
4.73K
$232K
|
|
|
Feb 14, 2023
Q1 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
985+ 5.54% |
$41.9K - $48.7K
|
18.8K
$918K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
956+ 3.46% |
$40.6K - $47.2K
|
28.6K
$1.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
632New |
$26.9K - $31.2K
|
632
$30.9K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
506+ 3.52% |
$21.5K - $25K
|
14.9K
$728K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
474+ 6.26% |
$20.2K - $23.4K
|
8.05K
$394K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
468New |
$19.9K - $23.1K
|
468
$22.9K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
386+ 1.64% |
$16.4K - $19.1K
|
23.9K
$1.17M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
383+ 267.83% |
$16.3K - $18.9K
|
526
$25.8K
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
336+ 0.43% |
$14.3K - $16.6K
|
77.6K
$3.8M
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
335New |
$14.2K - $16.6K
|
335
$16.4K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
266New |
$11.3K - $13.1K
|
266
$13K
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
204+ 3.21% |
$8.67K - $10.1K
|
6.55K
$321K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
165+ 4.42% |
$7.02K - $8.15K
|
3.89K
$191K
|