Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
373+ 2.63% |
$13.1K - $15.6K
|
14.5K
$732K
|
|
Nov 14, 2022
Q3 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
289New |
$10.1K - $12.1K
|
289
$14.6K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
249New |
$8.72K - $10.4K
|
249
$12.5K
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
187+ 1.38% |
$6.55K - $7.83K
|
13.8K
$693K
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
165New |
$5.78K - $6.91K
|
165
$8.31K
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
165New |
$5.78K - $6.91K
|
165
$8.31K
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
153+ 39.74% |
$5.36K - $6.41K
|
538
$27.1K
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
112+ 0.37% |
$3.92K - $4.69K
|
30.1K
$1.52M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
81New |
$2.84K - $3.39K
|
81
$4.08K
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
67+ 0.86% |
$2.35K - $2.81K
|
7.82K
$394K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32+ 13.17% |
$1.12K - $1.34K
|
275
$13.8K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
30+ 52.63% |
$1.05K - $1.26K
|
87
$4.38K
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
29+ 0.38% |
$1.02K - $1.21K
|
7.63K
$384K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.05% |
$210 - $251
|
11.2K
$565K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-7- 6.93% |
$245 - $293
|
94
$4.73K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11- 2.11% |
$385 - $461
|
510
$25.7K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-25- 0.19% |
$875 - $1.05K
|
12.9K
$647K
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-34- 2.5% |
$1.19K - $1.42K
|
1.33K
$66.8K
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-74- 14.31% |
$2.59K - $3.1K
|
443
$22.3K
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
SELL
|
- |
-85- 37.44% |
$2.98K - $3.56K
|
142
$7.15K
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-91- 0.2% |
$3.19K - $3.81K
|
45.6K
$2.29M
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-93- 1.47% |
$3.26K - $3.9K
|
6.22K
$313K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-123- 3.14% |
$4.31K - $5.15K
|
3.8K
$191K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-142- 0.49% |
$4.97K - $5.95K
|
28.8K
$1.45M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-175- 1.03% |
$6.13K - $7.33K
|
16.8K
$848K
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-223- 0.93% |
$7.81K - $9.34K
|
23.8K
$1.2M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-244- 0.81% |
$8.54K - $10.2K
|
29.7K
$1.5M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-295- 5.26% |
$10.3K - $12.4K
|
5.32K
$268K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-386- 0.35% |
$13.5K - $16.2K
|
110K
$5.55M
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-400- 4.48% |
$14K - $16.8K
|
8.52K
$429K
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-431- 2.72% |
$15.1K - $18.1K
|
15.4K
$777K
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-509- 7.42% |
$17.8K - $21.3K
|
6.36K
$320K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-550- 2.76% |
$19.3K - $23K
|
19.4K
$976K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-611- 6.53% |
$21.4K - $25.6K
|
8.75K
$440K
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-721- 2.89% |
$25.2K - $30.2K
|
24.2K
$1.22M
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.25K- 1.86% |
$43.8K - $52.4K
|
66K
$3.32M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-1.56K- 20.75% |
$54.5K - $65.3K
|
5.95K
$300K
|
|
Nov 07, 2022
Q3 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-1.65K- 8.93% |
$57.6K - $69K
|
16.8K
$846K
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.8K- 8.5% |
$62.9K - $75.2K
|
19.3K
$973K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.47K- 5.11% |
$86.5K - $104K
|
45.9K
$2.31M
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.23K- 93.36% |
$113K - $135K
|
230
$11.6K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.79K- 24.22% |
$133K - $159K
|
11.9K
$598K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.16K- 22.88% |
$181K - $216K
|
17.4K
$876K
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-8.38K- 4.66% |
$294K - $351K
|
172K
$8.64M
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-10.8K- 8.36% |
$377K - $451K
|
118K
$5.94M
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-12.3K- 11.09% |
$429K - $513K
|
98.3K
$4.95M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-15.1K- 17.78% |
$529K - $633K
|
69.8K
$3.52M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-18.2K- 15.85% |
$637K - $763K
|
96.6K
$4.87M
|
|
Oct 13, 2022
Q3 2022
|
Solitude Financial Services
|
SELL
|
- |
-24.9K- 77.42% |
$871K - $1.04M
|
7.26K
$365K
|