Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
234+ 0.93% |
$11.2K - $12K
|
25.4K
$1.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
199+ 0.29% |
$9.49K - $10.2K
|
68.8K
$3.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
191+ 13.52% |
$9.11K - $9.77K
|
1.6K
$82.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
177New |
$8.44K - $9.05K
|
177
$9.11K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
162+ 0.05% |
$7.72K - $8.28K
|
296K
$15.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
153+ 3.48% |
$7.3K - $7.82K
|
4.55K
$234K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
145New |
$6.91K - $7.41K
|
145
$7.46K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
129New |
$6.15K - $6.6K
|
129
$6.64K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
126+ 2.0% |
$6.01K - $6.44K
|
6.43K
$331K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
123+ 1.39% |
$5.86K - $6.29K
|
8.99K
$463K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
67+ 1.24% |
$3.19K - $3.43K
|
5.49K
$282K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
61New |
$2.91K - $3.12K
|
61
$3.14K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
55+ 1.99% |
$2.62K - $2.81K
|
2.81K
$145K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33New |
$1.57K - $1.69K
|
33
$1.7K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
33+ 0.13% |
$1.57K - $1.69K
|
24.7K
$1.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
32New |
$1.53K - $1.64K
|
32
$1.65K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 1.22% |
$143 - $153
|
248
$12.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 0.17% |
$47.7 - $51.1
|
600
$30.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1- 0.14% |
$47.7 - $51.1
|
708
$36.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-3- 2.68% |
$143 - $153
|
109
$5.61K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6- 66.67% |
$286 - $307
|
3
$154
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6- 0.14% |
$286 - $307
|
4.34K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-95- 1.47% |
$4.53K - $4.86K
|
6.38K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-97- 1.79% |
$4.62K - $4.96K
|
5.31K
$273K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-103- 30.47% |
$4.91K - $5.27K
|
235
$12.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-123- 1.51% |
$5.86K - $6.29K
|
8K
$412K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-136- 0.84% |
$6.48K - $6.95K
|
16.1K
$830K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-142- 0.2% |
$6.77K - $7.26K
|
70.1K
$3.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-158- 0.66% |
$7.53K - $8.08K
|
23.7K
$1.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-170- 19.43% |
$8.11K - $8.69K
|
705
$36.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-194- 0.12% |
$9.25K - $9.92K
|
157K
$8.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-204- 2.6% |
$9.73K - $10.4K
|
7.64K
$393K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-219- 0.33% |
$10.4K - $11.2K
|
65.5K
$3.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-227- 3.58% |
$10.8K - $11.6K
|
6.11K
$315K
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-241- 1.64% |
$11.5K - $12.3K
|
14.4K
$743K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-288- 2.54% |
$13.7K - $14.7K
|
11K
$569K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-375- 0.31% |
$17.9K - $19.2K
|
121K
$6.24M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-380- 1.54% |
$18.1K - $19.4K
|
24.3K
$1.25M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-400- 38.46% |
$19.1K - $20.5K
|
640
$32.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-495- 8.73% |
$23.6K - $25.3K
|
5.17K
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-533- 7.88% |
$25.4K - $27.3K
|
6.23K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-575- 9.08% |
$27.4K - $29.4K
|
5.76K
$296K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-607- 3.83% |
$28.9K - $31K
|
15.2K
$784K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-685- 60.3% |
$32.7K - $35K
|
451
$23.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-835- 7.77% |
$39.8K - $42.7K
|
9.91K
$510K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.12K- 16.36% |
$53.4K - $57.3K
|
5.73K
$295K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 8.5% |
$59.2K - $63.5K
|
13.4K
$688K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.25K- 1.72% |
$59.6K - $64K
|
71.6K
$3.69M
|