Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.33M+ 15.72% |
$60.3M - $64.9M
|
9.76M
$488M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
155KNew |
$7.05M - $7.59M
|
155K
$7.74M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
66.8K+ 731.18% |
$3.04M - $3.27M
|
76K
$3.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
63.2KNew |
$2.87M - $3.09M
|
63.2K
$3.15M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
42.7K+ 1082.17% |
$1.95M - $2.09M
|
46.7K
$2.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.2K+ 35.6% |
$1.74M - $1.87M
|
145K
$7.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
34.7KNew |
$1.58M - $1.7M
|
34.7K
$1.73M
|
|
|
Jan 18, 2022
Q4 2021
|
Solitude Financial Services
|
BUY
|
- |
27.9K+ 16.43% |
$1.27M - $1.36M
|
197K
$9.86M
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
25KNew |
$1.14M - $1.22M
|
25K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.1K+ 2.22% |
$871K - $937K
|
880K
$43.9M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
16.8KNew |
$764K - $822K
|
16.8K
$838K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16K+ 14.88% |
$730K - $786K
|
124K
$6.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.3K+ 11.29% |
$649K - $698K
|
141K
$7.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13.7KNew |
$624K - $671K
|
13.7K
$685K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13KNew |
$590K - $635K
|
13K
$648K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
12.3K+ 32.81% |
$562K - $604K
|
49.9K
$2.49M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.74K+ 5.03% |
$398K - $428K
|
183K
$9.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.44K+ 39.71% |
$384K - $413K
|
29.7K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.04K+ 37.25% |
$366K - $394K
|
29.6K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.04K+ 12.96% |
$320K - $345K
|
61.3K
$3.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.99K+ 1.64% |
$273K - $293K
|
371K
$18.5M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.8K+ 32.71% |
$264K - $284K
|
23.5K
$1.17M
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.76K+ 4.11% |
$262K - $282K
|
146K
$7.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
5.5KNew |
$250K - $269K
|
5.5K
$275K
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.49KNew |
$250K - $269K
|
5.49K
$274K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.1K+ 20.72% |
$232K - $250K
|
29.7K
$1.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.94K+ 7717.19% |
$225K - $242K
|
5K
$250K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.83K+ 34.24% |
$220K - $237K
|
18.9K
$946K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.65K+ 66.38% |
$212K - $228K
|
11.7K
$582K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4.6K+ 6.32% |
$209K - $225K
|
77.3K
$3.86M
|
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.38KNew |
$200K - $215K
|
4.38K
$219K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
4.31K+ 3.65% |
$196K - $211K
|
122K
$6.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.3K+ 33.23% |
$150K - $162K
|
13.2K
$661K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
2.74K+ 10.07% |
$125K - $134K
|
29.9K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.64K+ 3.67% |
$120K - $129K
|
74.6K
$3.73M
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.64K+ 7.96% |
$120K - $129K
|
35.8K
$1.79M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.42K+ 11.29% |
$110K - $119K
|
23.9K
$1.19M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.2K+ 3.84% |
$100K - $108K
|
59.6K
$2.98M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.09K+ 15.54% |
$95.3K - $102K
|
15.6K
$777K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
2.04K+ 63.55% |
$92.9K - $99.9K
|
5.25K
$262K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.02K+ 7.9% |
$92K - $99K
|
27.6K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.01K+ 21.7% |
$91.4K - $98.4K
|
11.3K
$563K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.67K+ 1.45% |
$75.9K - $81.6K
|
117K
$5.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.67K+ 35.15% |
$75.8K - $81.6K
|
6.41K
$320K
|
|
|
Feb 02, 2022
Q4 2021
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.66K+ 34.74% |
$75.4K - $81.1K
|
6.43K
$321K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.38K+ 8.34% |
$62.6K - $67.4K
|
17.9K
$893K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1.34KNew |
$60.8K - $65.4K
|
1.34K
$66.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
1.04K+ 1.5% |
$47.3K - $50.9K
|
70.4K
$3.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
833+ 2.8% |
$37.9K - $40.8K
|
30.5K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
800New |
$36.4K - $39.2K
|
800
$40K
|
|