Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
939K+ 8.27% |
$44.7M - $48.7M
|
12.3M
$619M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
58.9K+ 18.18% |
$2.8M - $3.05M
|
383K
$19.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
55.2KNew |
$2.63M - $2.86M
|
55.2K
$2.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
46.6K+ 25.62% |
$2.22M - $2.42M
|
229K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
46.5K+ 536.12% |
$2.22M - $2.41M
|
55.1K
$2.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
28.1K+ 8.91% |
$1.34M - $1.46M
|
344K
$17.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.8K+ 4.73% |
$1.09M - $1.18M
|
506K
$25.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.1K+ 27.02% |
$627K - $682K
|
61.8K
$3.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.9KNew |
$520K - $566K
|
10.9K
$550K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.6KNew |
$506K - $551K
|
10.6K
$535K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.02KNew |
$382K - $416K
|
8.02K
$404K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.66KNew |
$365K - $397K
|
7.66K
$386K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.44K+ 19.88% |
$355K - $386K
|
44.9K
$2.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7.35K+ 12.35% |
$350K - $381K
|
66.9K
$3.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
5.94KNew |
$283K - $308K
|
5.94K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.73K+ 18.73% |
$273K - $297K
|
36.3K
$1.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.62KNew |
$268K - $291K
|
5.62K
$283K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.94K+ 7.27% |
$235K - $256K
|
72.9K
$3.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.8K+ 25.31% |
$181K - $197K
|
18.8K
$948K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.61K+ 98.98% |
$125K - $136K
|
5.26K
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.83K+ 16.57% |
$87.3K - $94.9K
|
12.9K
$649K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.77K+ 5.63% |
$84.1K - $91.5K
|
33.1K
$1.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.49K+ 42.81% |
$71.2K - $77.4K
|
4.98K
$251K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.47K+ 0.96% |
$69.8K - $75.9K
|
154K
$7.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 12.65% |
$58.7K - $63.8K
|
11K
$552K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
991+ 16.45% |
$47.2K - $51.4K
|
7.02K
$353K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
872+ 20.2% |
$41.6K - $45.2K
|
5.19K
$261K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
822+ 4.14% |
$39.2K - $42.6K
|
20.7K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
811+ 20.98% |
$38.7K - $42K
|
4.68K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
796+ 5.21% |
$37.9K - $41.3K
|
16.1K
$809K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
725+ 4.31% |
$34.6K - $37.6K
|
17.6K
$884K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
649+ 0.76% |
$30.9K - $33.6K
|
85.6K
$4.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
449+ 0.69% |
$21.4K - $23.3K
|
65.7K
$3.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
424+ 4.68% |
$20.2K - $22K
|
9.48K
$477K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
353+ 425.3% |
$16.8K - $18.3K
|
436
$22K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
345+ 1.45% |
$16.4K - $17.9K
|
24.1K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
306+ 19.92% |
$14.6K - $15.9K
|
1.84K
$92.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
302+ 1.04% |
$14.4K - $15.7K
|
29.4K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
296New |
$14.1K - $15.3K
|
296
$14.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
235+ 0.61% |
$11.2K - $12.2K
|
39.1K
$1.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
210+ 1.07% |
$10K - $10.9K
|
19.9K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
135New |
$6.43K - $7K
|
135
$6.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
120+ 46.88% |
$5.72K - $6.22K
|
376
$18.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
101+ 0.66% |
$4.81K - $5.24K
|
15.5K
$781K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
86+ 36.6% |
$4.1K - $4.46K
|
321
$16.2K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
54New |
$2.57K - $2.8K
|
54
$2.72K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
40+ 34.78% |
$1.91K - $2.07K
|
155
$7.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14+ 0.66% |
$667 - $726
|
2.12K
$107K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.42% |
$143 - $156
|
711
$35.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 1.01% |
$95.3 - $104
|
201
$10.1K
|