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 |
---|---|---|---|---|---|---|---|
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
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
649+ 0.76% |
$30.9K - $33.6K
|
85.6K
$4.41M
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
626New |
$29.8K - $32.5K
|
626
$32.2K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
479+ 16.47% |
$22.8K - $24.8K
|
3.39K
$174K
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
450+ 0.69% |
$21.4K - $23.3K
|
65.9K
$3.39M
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
449+ 0.69% |
$21.4K - $23.3K
|
65.7K
$3.38M
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
424+ 4.68% |
$20.2K - $22K
|
9.48K
$488K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
353+ 425.3% |
$16.8K - $18.3K
|
436
$22.4K
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
345+ 1.45% |
$16.4K - $17.9K
|
24.1K
$1.24M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
306+ 19.92% |
$14.6K - $15.9K
|
1.84K
$94.8K
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
302+ 1.04% |
$14.4K - $15.7K
|
29.4K
$1.51M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
296New |
$14.1K - $15.3K
|
296
$15.2K
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
235+ 0.61% |
$11.2K - $12.2K
|
39.1K
$2.01M
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
210+ 1.07% |
$10K - $10.9K
|
19.9K
$1.02M
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
177+ 0.61% |
$8.44K - $9.18K
|
29.4K
$1.51M
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
165New |
$7.86K - $8.55K
|
165
$8.49K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
159+ 6.24% |
$7.58K - $8.24K
|
2.71K
$139K
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
154+ 1.54% |
$7.34K - $7.98K
|
10.2K
$523K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
135New |
$6.43K - $7K
|
135
$6.95K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
132+ 1.85% |
$6.29K - $6.84K
|
7.28K
$374K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
123+ 2.18% |
$5.86K - $6.38K
|
5.76K
$296K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
120+ 46.88% |
$5.72K - $6.22K
|
376
$19.3K
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
101+ 0.66% |
$4.81K - $5.24K
|
15.5K
$798K
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
86+ 36.6% |
$4.1K - $4.46K
|
321
$16.5K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
71+ 0.81% |
$3.38K - $3.68K
|
8.88K
$457K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
54+ 4.56% |
$2.57K - $2.8K
|
1.24K
$63.7K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
54New |
$2.57K - $2.8K
|
54
$2.78K
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
45+ 0.9% |
$2.14K - $2.33K
|
5.05K
$260K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
40+ 34.78% |
$1.91K - $2.07K
|
155
$7.98K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
31+ 1.15% |
$1.48K - $1.61K
|
2.73K
$140K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14+ 0.66% |
$667 - $726
|
2.12K
$109K
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.42% |
$143 - $156
|
711
$36.6K
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 1.01% |
$95.3 - $104
|
201
$10.3K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.4% |
$47.7 - $51.8
|
251
$12.9K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$47.7 - $51.8
|
6.43K
$331K
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1+ 0.43% |
$47.7 - $51.8
|
235
$12.1K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 0.23% |
$47.7 - $51.8
|
433
$22.3K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$47.7 - $51.8
|
52K
$2.68M
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-10- 10.1% |
$477 - $518
|
89
$4.58K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-35- 13.36% |
$1.67K - $1.81K
|
227
$11.7K
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-47- 0.34% |
$2.24K - $2.44K
|
13.6K
$701K
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-63- 0.26% |
$3K - $3.27K
|
23.9K
$1.23M
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-85- 0.27% |
$4.05K - $4.41K
|
31.4K
$1.61M
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-150- 2.49% |
$7.15K - $7.78K
|
5.88K
$303K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-170- 1.23% |
$8.1K - $8.81K
|
13.7K
$704K
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-196- 0.13% |
$9.34K - $10.2K
|
155K
$7.98M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-198- 1.71% |
$9.44K - $10.3K
|
11.4K
$585K
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-240- 1.42% |
$11.4K - $12.4K
|
16.7K
$858K
|