Purchases and Sales Made in Q1 2024 in Invesco ETF Tr Ii Ftse Rafi Em (PXH)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Ftse Rafi Em (PXH) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II FTSE RAFI EM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.21K+ 30.27% |
$21.8K - $23.8K
|
5.2K
$105K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.1K+ 6.9% |
$19.7K - $21.5K
|
17K
$344K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
952New |
$17.2K - $18.7K
|
952
$19.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
776+ 7.73% |
$14K - $15.3K
|
10.8K
$219K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
755New |
$13.6K - $14.9K
|
755
$15.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
533New |
$9.61K - $10.5K
|
533
$10.8K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
513New |
$9.25K - $10.1K
|
513
$10.4K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
333+ 6.28% |
$6K - $6.55K
|
5.63K
$114K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
327+ 2.31% |
$5.9K - $6.44K
|
14.5K
$294K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
311+ 31100.0% |
$5.61K - $6.12K
|
312
$6.32K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
304New |
$5.48K - $5.98K
|
304
$6.16K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
296+ 0.83% |
$5.34K - $5.83K
|
35.7K
$725K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
277New |
$4.99K - $5.45K
|
277
$5.61K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
260+ 1.31% |
$4.69K - $5.12K
|
20.1K
$407K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
234+ 0.29% |
$4.22K - $4.61K
|
80.4K
$1.63M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
204New |
$3.68K - $4.01K
|
204
$4.14K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
144New |
$2.6K - $2.83K
|
144
$2.92K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
87+ 0.31% |
$1.57K - $1.71K
|
27.7K
$562K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
73+ 1460.0% |
$1.32K - $1.44K
|
78
$1.58K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
44+ 129.41% |
$793 - $866
|
78
$1.58K
|
|
|
Apr 03, 2024
Q1 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
36+ 0.33% |
$649 - $708
|
10.9K
$221K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
31+ 0.13% |
$559 - $610
|
23.4K
$475K
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
27+ 0.18% |
$487 - $531
|
14.8K
$301K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15New |
$270 - $295
|
15
$304
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
6+ 0.01% |
$108 - $118
|
87.1K
$1.77M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
5New |
$90.2 - $98.4
|
5
$101
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4New |
$72.1 - $78.7
|
4
$81.1
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4+ 0.29% |
$72.1 - $78.7
|
1.36K
$27.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
4New |
$72.1 - $78.7
|
4
$81.1
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.05% |
$72.1 - $78.7
|
8.56K
$174K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3+ 0.01% |
$54.1 - $59
|
48.9K
$992K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 4.35% |
$36.1 - $39.4
|
48
$973
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.79% |
$36.1 - $39.4
|
254
$5.15K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.42% |
$36.1 - $39.4
|
483
$9.79K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2New |
$36.1 - $39.4
|
2
$40.5
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.47% |
$36.1 - $39.4
|
430
$8.72K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$18 - $19.7
|
1
$20.3
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1New |
$18 - $19.7
|
1
$20.3
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 100.0% |
$18 - $19.7
|
2
$40.5
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$18 - $19.7
|
1
$20.3
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.05% |
$18 - $19.7
|
2.18K
$44.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1- 0.08% |
$18 - $19.7
|
1.25K
$25.3K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2- 0.83% |
$36.1 - $39.4
|
240
$4.86K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-6- -0.0% |
$108 - $118
|
127K
$2.57M
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-22- 0.09% |
$397 - $433
|
24.8K
$502K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-45- 5.46% |
$811 - $886
|
779
$15.8K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-163- 23.55% |
$2.94K - $3.21K
|
529
$10.7K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-381- 5.01% |
$6.87K - $7.5K
|
7.23K
$146K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-436- 2.74% |
$7.86K - $8.58K
|
15.5K
$314K
|