Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
907K+ 233.92% |
$39.2M - $41.8M
|
1.29M
$63.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
211K+ 62.67% |
$9.12M - $9.73M
|
548K
$26.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
138KNew |
$5.98M - $6.38M
|
138K
$6.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
107K+ 828.06% |
$4.62M - $4.92M
|
120K
$5.86M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
87.8K+ 100.3% |
$3.8M - $4.05M
|
175K
$8.59M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
55K+ 299.47% |
$2.38M - $2.53M
|
73.3K
$3.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28.6K+ 13.16% |
$1.24M - $1.32M
|
246K
$12M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
27.5K+ 81.25% |
$1.19M - $1.27M
|
61.3K
$3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.1K+ 1.49% |
$1M - $1.07M
|
1.57M
$77M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
17.6K+ 36.2% |
$759K - $810K
|
66.1K
$3.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
15.1KNew |
$655K - $698K
|
15.1K
$741K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.7K+ 13.02% |
$636K - $678K
|
128K
$6.25M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
14.7K+ 5.21% |
$634K - $677K
|
296K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.1K+ 101.77% |
$568K - $606K
|
26K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
11.7K+ 21.12% |
$507K - $541K
|
67.3K
$3.3M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.5K+ 99.87% |
$499K - $532K
|
23.1K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
11K+ 1.16% |
$478K - $509K
|
964K
$47.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.39K+ 46.16% |
$406K - $433K
|
29.7K
$1.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
9.16K+ 16.35% |
$396K - $422K
|
65.2K
$3.19M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.31K+ 5.2% |
$316K - $337K
|
148K
$7.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.13K+ 26.71% |
$308K - $329K
|
33.8K
$1.66M
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
6.88K+ 87.1% |
$298K - $317K
|
14.8K
$724K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.74KNew |
$291K - $311K
|
6.74K
$330K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.63K+ 26.59% |
$287K - $306K
|
31.6K
$1.55M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.16K+ 36.59% |
$266K - $284K
|
23K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.5KNew |
$238K - $254K
|
5.5K
$269K
|
|
|
Jul 25, 2023
Q2 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
5.45K+ 2.38% |
$236K - $251K
|
235K
$11.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.85K+ 60.69% |
$210K - $224K
|
12.8K
$629K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
4.56K+ 10.98% |
$197K - $210K
|
46.1K
$2.26M
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
4.51KNew |
$195K - $208K
|
4.51K
$221K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.49KNew |
$194K - $207K
|
4.49K
$220K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.39K+ 1.75% |
$190K - $203K
|
255K
$12.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.97K+ 2.19% |
$171K - $183K
|
185K
$9.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.43K+ 23.28% |
$148K - $158K
|
18.2K
$890K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.37K+ 4.26% |
$146K - $155K
|
82.6K
$4.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.32K+ 3.38% |
$143K - $153K
|
101K
$4.97M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.08K+ 8.46% |
$133K - $142K
|
39.5K
$1.93M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.76K+ 75.58% |
$120K - $127K
|
6.42K
$314K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.27K+ 2409.57% |
$97.9K - $104K
|
2.36K
$115K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2.27KNew |
$97.9K - $104K
|
2.27K
$111K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.13K+ 32.04% |
$92.2K - $98.3K
|
8.79K
$430K
|
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.04K+ 9.78% |
$88.2K - $94K
|
22.9K
$1.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.81K+ 15.72% |
$78.4K - $83.6K
|
13.3K
$653K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.61K+ 7.55% |
$69.8K - $74.4K
|
23K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.61K+ 4.14% |
$69.7K - $74.4K
|
40.5K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.6K+ 20.18% |
$69K - $73.6K
|
9.5K
$465K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.37K+ 0.93% |
$59.2K - $63.1K
|
149K
$7.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.31K+ 24.38% |
$56.5K - $60.3K
|
6.67K
$326K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.24K+ 10.32% |
$53.4K - $57K
|
13.2K
$647K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1.12K+ 19.56% |
$48.4K - $51.7K
|
6.85K
$335K
|