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 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.4% |
$47.7 - $51.8
|
251
$12.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$47.7 - $51.8
|
6.43K
$324K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1+ 0.43% |
$47.7 - $51.8
|
235
$11.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$47.7 - $51.8
|
52K
$2.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 0.23% |
$47.7 - $51.8
|
433
$21.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-10- 10.1% |
$477 - $518
|
89
$4.48K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-47- 0.34% |
$2.24K - $2.44K
|
13.6K
$685K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-63- 0.26% |
$3K - $3.27K
|
23.9K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-85- 0.27% |
$4.05K - $4.41K
|
31.4K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-150- 2.49% |
$7.15K - $7.78K
|
5.88K
$296K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-170- 1.23% |
$8.1K - $8.81K
|
13.7K
$689K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-196- 0.13% |
$9.34K - $10.2K
|
155K
$7.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-198- 1.71% |
$9.44K - $10.3K
|
11.4K
$572K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-436- 0.61% |
$20.8K - $22.6K
|
71K
$3.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-454- 1.16% |
$21.6K - $23.5K
|
38.5K
$1.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-663- 12.82% |
$31.6K - $34.4K
|
4.51K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.05K- 8.71% |
$50K - $54.4K
|
11K
$554K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.43K- 67.25% |
$68K - $74K
|
695
$35K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.62K- 7.03% |
$77.2K - $84K
|
21.4K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.72K- 49.02% |
$177K - $193K
|
3.87K
$195K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.92K- 84.74% |
$187K - $203K
|
706
$35.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-5.57K- 8.5% |
$266K - $289K
|
60K
$3.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.33K- 5.5% |
$302K - $328K
|
109K
$5.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.5K- 58.21% |
$645K - $701K
|
9.72K
$489K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18.6K- 62.24% |
$888K - $966K
|
11.3K
$569K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-23.7K- 99.66% |
$1.13M - $1.23M
|
80
$4.03K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-58.4K- 9.26% |
$2.79M - $3.03M
|
573K
$28.8M
|