Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
299K+ 19.02% |
$12.4M - $14.2M
|
1.87M
$91.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
221K+ 1.9% |
$9.18M - $10.5M
|
11.8M
$580M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
184K+ 19.02% |
$7.65M - $8.73M
|
1.15M
$56.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
109K+ 10.49% |
$4.54M - $5.19M
|
1.15M
$56.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
105K+ 19.68% |
$4.36M - $4.98M
|
638K
$31.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
78.6K+ 46.33% |
$3.27M - $3.73M
|
248K
$12.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66.7K+ 170.84% |
$2.77M - $3.17M
|
106K
$5.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
27.3KNew |
$1.14M - $1.3M
|
27.3K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.9KNew |
$912K - $1.04M
|
21.9K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
20KNew |
$832K - $950K
|
20K
$979K
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
20KNew |
$832K - $950K
|
20K
$979K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.7K+ 150.49% |
$736K - $840K
|
29.4K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.1K+ 18.86% |
$711K - $811K
|
108K
$5.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
16.4KNew |
$683K - $780K
|
16.4K
$804K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.4K+ 143.33% |
$639K - $730K
|
26.1K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.2K+ 2.08% |
$589K - $673K
|
696K
$34.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14K+ 43.28% |
$582K - $664K
|
46.3K
$2.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.2K+ 8.87% |
$550K - $628K
|
162K
$7.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.5KNew |
$520K - $593K
|
12.5K
$612K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.2K+ 6.29% |
$508K - $579K
|
206K
$10.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.7K+ 132.2% |
$488K - $557K
|
20.6K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
11.6KNew |
$484K - $552K
|
11.6K
$569K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
11.2KNew |
$466K - $532K
|
11.2K
$549K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
10.6K+ 3.5% |
$440K - $502K
|
313K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9.15KNew |
$381K - $434K
|
9.15K
$448K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
8.71K+ 12.98% |
$362K - $414K
|
75.8K
$3.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.09KNew |
$336K - $384K
|
8.09K
$396K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.73K+ 38.24% |
$280K - $319K
|
24.3K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
6.33KNew |
$263K - $300K
|
6.33K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
5.46KNew |
$227K - $259K
|
5.46K
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.69KNew |
$195K - $223K
|
4.69K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.85K+ 402.4% |
$160K - $183K
|
4.81K
$235K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.6K+ 13.81% |
$150K - $171K
|
29.7K
$1.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.36K+ 22.97% |
$140K - $160K
|
18K
$882K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.06K+ 0.5% |
$127K - $145K
|
611K
$29.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.68K+ 1.48% |
$112K - $127K
|
185K
$9.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.67K+ 3.82% |
$111K - $127K
|
72.6K
$3.56M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.63K+ 13.65% |
$109K - $125K
|
21.9K
$1.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.61K+ 375.97% |
$109K - $124K
|
3.31K
$162K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2.41K+ 10.68% |
$100K - $114K
|
25K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.36K+ 9.83% |
$98K - $112K
|
26.3K
$1.29M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.79K+ 0.76% |
$74.5K - $85K
|
236K
$11.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
1.75K+ 9.53% |
$72.6K - $82.9K
|
20.1K
$982K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.61K+ 1.17% |
$67.1K - $76.6K
|
140K
$6.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.55KNew |
$64.4K - $73.5K
|
1.55K
$75.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.51K+ 26.64% |
$62.6K - $71.5K
|
7.16K
$350K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.38K+ 5.78% |
$57.5K - $65.6K
|
25.3K
$1.24M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.23K+ 6.08% |
$51.1K - $58.3K
|
21.4K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.15K+ 14.97% |
$48K - $54.7K
|
8.85K
$433K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
869+ 2.56% |
$36.2K - $41.3K
|
34.8K
$1.71M
|