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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-1.34K- 3.18% |
$63.7K - $68.3K
|
40.6K
$2.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.52K- 11.92% |
$72.5K - $77.8K
|
11.2K
$578K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.66K- 12.06% |
$79.3K - $85K
|
12.1K
$624K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.72K- 11.47% |
$82.1K - $88K
|
13.3K
$683K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.03K- 28.48% |
$96.6K - $104K
|
5.09K
$262K
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.13K- 1.34% |
$102K - $109K
|
157K
$8.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-2.58K- 7.58% |
$123K - $132K
|
31.4K
$1.62M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.59K- 3.76% |
$123K - $132K
|
66.2K
$3.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.98K- 39.91% |
$142K - $152K
|
4.48K
$230K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-3.79K- 4.62% |
$181K - $194K
|
78.3K
$4.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.15K- 3.41% |
$198K - $212K
|
118K
$6.05M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-4.6K- 7.06% |
$219K - $235K
|
60.5K
$3.11M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.43K- 6.29% |
$307K - $329K
|
95.9K
$4.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.25K- 5.31% |
$346K - $371K
|
129K
$6.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.65K- 29.22% |
$365K - $391K
|
18.5K
$954K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-9.99K- 19.83% |
$476K - $511K
|
40.4K
$2.08M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.4K- 17.84% |
$497K - $533K
|
48K
$2.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.2K- 67.63% |
$584K - $626K
|
5.86K
$302K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.6K- 2.09% |
$600K - $643K
|
591K
$30.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20.4K- 48.65% |
$972K - $1.04M
|
21.5K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-21.6K- 93.38% |
$1.03M - $1.1M
|
1.53K
$78.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28.3K- 6.02% |
$1.35M - $1.45M
|
443K
$22.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-49.1K- 35.72% |
$2.34M - $2.51M
|
88.4K
$4.55M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-59.4K- 71.04% |
$2.83M - $3.04M
|
24.2K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-64.4K- 57.27% |
$3.07M - $3.29M
|
48K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-96.7K- 5.12% |
$4.61M - $4.94M
|
1.79M
$92.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-97.5K- 32.11% |
$4.65M - $4.99M
|
206K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-256K- 20.96% |
$12.2M - $13.1M
|
967K
$49.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-256K- 20.96% |
$12.2M - $13.1M
|
967K
$49.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-291K- 93.96% |
$13.9M - $14.9M
|
18.7K
$963K
|