Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
338+ 1.53% |
$7.35K - $7.94K
|
22.5K
$455K
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
293New |
$6.38K - $6.88K
|
293
$5.94K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
284New |
$6.18K - $6.67K
|
284
$5.76K
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
266New |
$5.79K - $6.25K
|
266
$5.39K
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
167+ 0.65% |
$3.63K - $3.92K
|
25.7K
$521K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
123+ 2.15% |
$2.68K - $2.89K
|
5.84K
$118K
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
109+ 0.97% |
$2.37K - $2.56K
|
11.4K
$231K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
105New |
$2.28K - $2.47K
|
105
$2.13K
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
61New |
$1.33K - $1.43K
|
61
$1.24K
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
28+ 0.08% |
$609 - $657
|
33.8K
$685K
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
14+ 0.42% |
$305 - $329
|
3.35K
$67.9K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$43.5 - $47
|
2
$40.5
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2New |
$43.5 - $47
|
2
$40.5
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 1.19% |
$21.8 - $23.5
|
85
$1.72K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$21.8 - $23.5
|
1
$20.3
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1New |
$21.8 - $23.5
|
1
$20.3
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1New |
$21.8 - $23.5
|
1
$20.3
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.04% |
$21.8 - $23.5
|
2.73K
$55.3K
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
1New |
$21.8 - $23.5
|
1
$20.3
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
1New |
$21.8 - $23.5
|
1
$20.3
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1Closed |
$21.8 - $23.5
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2Closed |
$43.5 - $47
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-5- 0.99% |
$109 - $117
|
502
$10.2K
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8- 0.16% |
$174 - $188
|
4.99K
$101K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19Closed |
$413 - $446
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-24- 1.1% |
$522 - $564
|
2.16K
$43.8K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-76- 6.35% |
$1.65K - $1.78K
|
1.12K
$22.7K
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-77Closed |
$1.68K - $1.81K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
SELL
|
- |
-117- 1.16% |
$2.55K - $2.75K
|
9.98K
$202K
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-173Closed |
$3.76K - $4.06K
|
0
$0
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-185- 16.89% |
$4.03K - $4.34K
|
910
$18.4K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-419- 2.04% |
$9.12K - $9.84K
|
20.1K
$408K
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-433- 99.31% |
$9.42K - $10.2K
|
3
$60.8
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-512- 2.38% |
$11.1K - $12K
|
21K
$425K
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-586- 2.55% |
$12.8K - $13.8K
|
22.4K
$455K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-746- 2.92% |
$16.2K - $17.5K
|
24.8K
$503K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-924- 22.22% |
$20.1K - $21.7K
|
3.23K
$65.6K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-1K- 59.17% |
$21.8K - $23.5K
|
690
$14K
|
|
Nov 12, 2021
Q3 2021
|
Natixis
Paris, I0 |
SELL
|
- |
-1.06K- 2.09% |
$23.2K - $25K
|
49.8K
$1.01M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.16K- 17.06% |
$25.3K - $27.3K
|
5.65K
$115K
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.38K- 0.03% |
$29.9K - $32.3K
|
4.83M
$98M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.46KClosed |
$31.7K - $34.3K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.48KClosed |
$32.1K - $34.6K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-1.77K- 0.62% |
$38.6K - $41.6K
|
282K
$5.71M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-1.89KClosed |
$41.2K - $44.5K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.2KClosed |
$47.8K - $51.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.4K- 22.48% |
$52.2K - $56.3K
|
8.27K
$168K
|
|
Nov 15, 2021
Q3 2021
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-2.71K- 1.14% |
$58.9K - $63.5K
|
235K
$4.77M
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.96K- 1.55% |
$64.4K - $69.5K
|
188K
$3.81M
|