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 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-436- 0.61% |
$20.8K - $22.6K
|
71K
$3.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-454- 1.16% |
$21.6K - $23.5K
|
38.5K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-575- 0.51% |
$27.4K - $29.8K
|
112K
$5.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-663- 12.82% |
$31.6K - $34.4K
|
4.51K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-811- 11.8% |
$38.7K - $42K
|
6.06K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-998- 0.79% |
$47.6K - $51.7K
|
126K
$6.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.05K- 8.71% |
$50K - $54.4K
|
11K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.32K- 1.05% |
$62.8K - $68.3K
|
125K
$6.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.43K- 67.25% |
$68K - $74K
|
695
$35.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.62K- 7.03% |
$77.2K - $84K
|
21.4K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.92K- 22.7% |
$91.7K - $99.7K
|
6.55K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.98K- 6.57% |
$94.3K - $103K
|
28.1K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.66K- 3.9% |
$174K - $190K
|
90.1K
$4.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.72K- 49.02% |
$177K - $193K
|
3.87K
$199K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.92K- 84.74% |
$187K - $203K
|
706
$36.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-5.57K- 8.5% |
$266K - $289K
|
60K
$3.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.33K- 5.5% |
$302K - $328K
|
109K
$5.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.5K- 38.82% |
$595K - $647K
|
19.7K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.5K- 58.21% |
$645K - $701K
|
9.72K
$500K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.1K- 14.88% |
$860K - $936K
|
103K
$5.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.2K- 47.63% |
$866K - $942K
|
20K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18.6K- 62.24% |
$888K - $966K
|
11.3K
$582K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-23.7K- 99.66% |
$1.13M - $1.23M
|
80
$4.12K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-58.4K- 9.26% |
$2.79M - $3.03M
|
573K
$29.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-88.2K- 6.7% |
$4.2M - $4.57M
|
1.23M
$63.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-216K- 12.8% |
$10.3M - $11.2M
|
1.47M
$75.6M
|