Purchases and Sales Made in Q3 2023 in Invesco Iftse Rafi Dev Mkts Ex (PXF)

PXF Quotes by TradingView

This table provides information about the institutional ownership of Invesco Iftse Rafi Dev Mkts Ex (PXF) during Q3 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
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
229
+ 2.44%
$9.93K - $10.7K
9.63K $495K
Oct 30, 2023 Q3 2023
Octavia Wealth Advisors, LLC

BUY
 -
220
+ 2.5%
$9.54K - $10.3K
9.02K $464K
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
197
New
$8.54K - $9.2K
197 $10.1K
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
170
+ 126.87%
$7.37K - $7.94K
304 $15.6K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
155
+ 2.82%
$6.72K - $7.24K
5.65K $291K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
141
+ 0.42%
$6.12K - $6.58K
34K $1.75M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
115
+ 0.08%
$4.99K - $5.37K
149K $7.67M
Oct 24, 2023 Q3 2023
Solitude Financial Services

BUY
 -
97
+ 1.39%
$4.21K - $4.53K
7.06K $364K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
92
+ 1.29%
$3.99K - $4.29K
7.21K $371K
Oct 30, 2023 Q3 2023
Sandy Spring Bank

BUY
 -
59
New
$2.56K - $2.75K
59 $3.04K
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

BUY
 -
24
+ 0.13%
$1.04K - $1.12K
18.7K $961K
Nov 01, 2023 Q3 2023
Empirical Asset Management, LLC

BUY
 -
15
+ 0.28%
$651 - $700
5.34K $275K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
14
+ 0.1%
$607 - $654
13.4K $687K
Oct 12, 2023 Q3 2023
Prairiewood Capital, LLC

BUY
 -
5
+ 0.03%
$217 - $233
15.3K $786K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
4
New
$173 - $187
4 $206
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 10, 2023 Q3 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
SELL
 -
-1
- 0.5%
$43.4 - $46.7
198 $10.2K
Jul 17, 2024 Q3 2023
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-16
- 2.71%
$694 - $747
575 $29.6K
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-32
- 11.64%
$1.39K - $1.49K
243 $12.5K
Oct 24, 2023 Q3 2023
Foster & Motley Inc

Cincinnati, OH
SELL
 -
-57
- 0.33%
$2.47K - $2.66K
17.3K $889K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
SELL
 -
-61
- 52.59%
$2.65K - $2.85K
55 $2.83K
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
SELL
 -
-89
- 0.12%
$3.86K - $4.15K
73.1K $3.76M
Oct 11, 2023 Q3 2023
Kathmere Capital Management, LLC

Wayne, PA
SELL
 -
-118
- 0.44%
$5.12K - $5.51K
26.6K $1.37M
Nov 02, 2023 Q3 2023
Wfa Of San Diego, LLC

SELL
 -
-140
- 0.92%
$6.07K - $6.54K
15K $772K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

SELL
 -
-180
- 2.87%
$7.81K - $8.4K
6.08K $313K
Oct 10, 2023 Q3 2023
National Bank Of Canada

SELL
 -
-195
- 24.68%
$8.46K - $9.1K
595 $30.6K
Nov 13, 2023 Q3 2023
Cambria Investment Management, L.P.

SELL
 -
-249
- 3.73%
$10.8K - $11.6K
6.42K $330K
Apr 04, 2024 Q3 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-301
- 88.53%
$13.1K - $14.1K
39 $2.01K
Nov 03, 2023 Q3 2023
Lincoln National Corp

SELL
 -
-329
- 2.84%
$14.3K - $15.4K
11.2K $578K
Oct 20, 2023 Q3 2023
Lowe Wealth Advisors, LLC

SELL
 -
-385
- 2.6%
$16.7K - $18K
14.4K $741K
Oct 12, 2023 Q3 2023
Johnson & White Wealth Management, LLC

York, PA
SELL
 -
-394
- 0.17%
$17.1K - $18.4K
234K $12.1M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-492
- 2.43%
$21.3K - $23K
19.7K $1.02M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-509
- 68.88%
$22.1K - $23.8K
230 $11.8K
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
SELL
 -
-583
- 4.93%
$25.3K - $27.2K
11.2K $579K
Oct 24, 2023 Q3 2023
Woodmont Investment Counsel LLC

Nashville, TN
SELL
 -
-600
- 7.67%
$26K - $28K
7.22K $371K
Nov 14, 2023 Q3 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-697
- 15.86%
$30.2K - $32.5K
3.7K $190K
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

SELL
 -
-972
- 5.96%
$42.2K - $45.4K
15.3K $789K
Oct 13, 2023 Q3 2023
Avidian Wealth Solutions, LLC

SELL
 -
-994
- 10.83%
$43.1K - $46.4K
8.19K $421K
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-1.31K
- 2.57%
$56.6K - $60.9K
49.5K $2.55M
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-1.39K
- 4.5%
$60.2K - $64.7K
29.4K $1.52M
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

SELL
 -
-1.61K
- 23.87%
$69.7K - $75.1K
5.13K $264K
Oct 23, 2023 Q3 2023
Private Ocean, LLC

SELL
 -
-1.83K
- 4.19%
$79.5K - $85.6K
42K $2.16M
Nov 14, 2023 Q3 2023
Natixis

Paris, I0
SELL
 -
-1.84K
- 3.61%
$79.7K - $85.8K
49.1K $2.53M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
SELL
 -
-2.2K
- 0.36%
$95.6K - $103K
608K $31.3M
Nov 03, 2023 Q3 2023
Us Bancorp \De\

SELL
 -
-2.31K
- 2.71%
$100K - $108K
82.9K $4.27M
Oct 19, 2023 Q3 2023
Rtd Financial Advisors, Inc.

SELL
 -
-2.43K
- 1.48%
$106K - $114K
162K $8.35M
Nov 14, 2023 Q3 2023
Scotia Capital Inc.

SELL
 -
-2.48K
- 17.8%
$108K - $116K
11.5K $590K
Nov 02, 2023 Q3 2023
Arlington Financial Advisors, LLC

SELL
 -
-2.79K
- 1.51%
$121K - $130K
182K $9.36M

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