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 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
939K+ 8.27% |
$44.7M - $48.7M
|
12.3M
$633M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
186K+ 4.23% |
$8.87M - $9.65M
|
4.59M
$236M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
135K+ 3213.81% |
$6.43M - $7M
|
139K
$7.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
58.9K+ 18.18% |
$2.8M - $3.05M
|
383K
$19.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
55.2KNew |
$2.63M - $2.86M
|
55.2K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.1KNew |
$2.25M - $2.44M
|
47.1K
$2.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
46.6K+ 25.62% |
$2.22M - $2.42M
|
229K
$11.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
46.5K+ 536.12% |
$2.22M - $2.41M
|
55.1K
$2.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
46.2K+ 15.18% |
$2.2M - $2.39M
|
350K
$18M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
28.1K+ 8.91% |
$1.34M - $1.46M
|
344K
$17.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
25.6KNew |
$1.22M - $1.33M
|
25.6K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23.9K+ 10.77% |
$1.14M - $1.24M
|
246K
$12.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.8K+ 4.73% |
$1.09M - $1.18M
|
506K
$26M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.1K+ 27.02% |
$627K - $682K
|
61.8K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.1K+ 287.69% |
$531K - $578K
|
15K
$773K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.9KNew |
$520K - $566K
|
10.9K
$562K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.6KNew |
$506K - $551K
|
10.6K
$547K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.09K+ 13.84% |
$385K - $419K
|
66.5K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
8.04KNew |
$383K - $417K
|
8.04K
$414K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.02KNew |
$382K - $416K
|
8.02K
$413K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.66KNew |
$365K - $397K
|
7.66K
$394K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.44K+ 19.88% |
$355K - $386K
|
44.9K
$2.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7.35K+ 12.35% |
$350K - $381K
|
66.9K
$3.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
5.94KNew |
$283K - $308K
|
5.94K
$306K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.73K+ 18.73% |
$273K - $297K
|
36.3K
$1.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.62KNew |
$268K - $291K
|
5.62K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.13K+ 59.96% |
$244K - $266K
|
13.7K
$704K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.94K+ 7.27% |
$235K - $256K
|
72.9K
$3.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.49KNew |
$214K - $233K
|
4.49K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.98K+ 6.38% |
$190K - $206K
|
66.4K
$3.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.97K+ 4.23% |
$189K - $206K
|
97.7K
$5.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.8K+ 25.31% |
$181K - $197K
|
18.8K
$969K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.69K+ 3.95% |
$176K - $191K
|
97.1K
$4.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.66K+ 13.13% |
$174K - $190K
|
31.5K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.2KNew |
$153K - $166K
|
3.2K
$165K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.61K+ 98.98% |
$125K - $136K
|
5.26K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.57K+ 8.47% |
$122K - $133K
|
32.9K
$1.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.83K+ 16.57% |
$87.3K - $94.9K
|
12.9K
$663K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.77K+ 5.63% |
$84.1K - $91.5K
|
33.1K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.65K+ 5.37% |
$78.4K - $85.3K
|
32.3K
$1.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.49K+ 42.81% |
$71.2K - $77.4K
|
4.98K
$256K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.47K+ 0.96% |
$69.8K - $75.9K
|
154K
$7.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.36K+ 1.98% |
$64.7K - $70.3K
|
70.1K
$3.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 12.65% |
$58.7K - $63.8K
|
11K
$564K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
991+ 16.45% |
$47.2K - $51.4K
|
7.02K
$361K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
872+ 20.2% |
$41.6K - $45.2K
|
5.19K
$267K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
822+ 4.14% |
$39.2K - $42.6K
|
20.7K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
811+ 20.98% |
$38.7K - $42K
|
4.68K
$241K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
796+ 5.21% |
$37.9K - $41.3K
|
16.1K
$826K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
725+ 4.31% |
$34.6K - $37.6K
|
17.6K
$904K
|