Latest Institutional Transactions on Invesco Iftse Rafi Dev Mkts Ex (PXF)
This table provides information on the latest institutional transactions involving Invesco Iftse Rafi Dev Mkts Ex (PXF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.7K+ 37.57% |
$365K - $418K
|
28.2K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
274+ 2.5% |
$13K - $14.9K
|
11.2K
$590K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-584- 94.65% |
$27.7K - $31.7K
|
33
$1.73K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
293+ 3.82% |
$13.9K - $15.9K
|
7.95K
$418K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-831- 1.24% |
$39.4K - $45.1K
|
66.1K
$3.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.85K- 31.42% |
$87.5K - $100K
|
4.03K
$212K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.41K+ 4.68% |
$161K - $185K
|
76.3K
$4M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
18.9K+ 5.48% |
$894K - $1.02M
|
363K
$19.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-4.71K- 5.37% |
$223K - $255K
|
83K
$4.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-41.4K- 10.81% |
$1.96M - $2.24M
|
341K
$17.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-6.21K- 10.35% |
$294K - $337K
|
53.8K
$2.82M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.5% |
$47.4 - $54.3
|
202
$10.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
227+ 1.1% |
$10.8K - $12.3K
|
20.9K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-11.2K- 4.9% |
$531K - $608K
|
217K
$11.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
125+ 0.71% |
$5.92K - $6.78K
|
17.7K
$928K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-42.5K- 77.11% |
$2.03M - $2.2M
|
12.6K
$663K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.6K+ 45.33% |
$1.12M - $1.22M
|
75.6K
$3.97M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
170New |
$8.1K - $8.81K
|
170
$8.92K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7.6K+ 6.29% |
$362K - $394K
|
129K
$6.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
45+ 0.9% |
$2.14K - $2.33K
|
5.05K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
479+ 16.47% |
$22.8K - $24.8K
|
3.39K
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-998- 0.79% |
$47.6K - $51.7K
|
126K
$6.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
8.04KNew |
$383K - $417K
|
8.04K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-216K- 12.8% |
$10.3M - $11.2M
|
1.47M
$77.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-35- 13.36% |
$1.67K - $1.81K
|
227
$11.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.36K+ 1.98% |
$64.7K - $70.3K
|
70.1K
$3.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
123+ 2.18% |
$5.86K - $6.38K
|
5.76K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.1KNew |
$2.25M - $2.44M
|
47.1K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.5K- 38.82% |
$595K - $647K
|
19.7K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
54+ 4.56% |
$2.57K - $2.8K
|
1.24K
$64.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.1K+ 287.69% |
$531K - $578K
|
15K
$789K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-575- 0.51% |
$27.4K - $29.8K
|
112K
$5.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-88.2K- 6.7% |
$4.2M - $4.57M
|
1.23M
$64.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.6KNew |
$791K - $860K
|
16.6K
$871K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.98K- 6.57% |
$94.3K - $103K
|
28.1K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
132+ 1.85% |
$6.29K - $6.84K
|
7.28K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
31+ 1.15% |
$1.48K - $1.61K
|
2.73K
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.32K- 1.05% |
$62.8K - $68.3K
|
125K
$6.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.25K+ 3.59% |
$107K - $117K
|
65K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
165New |
$7.86K - $8.55K
|
165
$8.66K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.66K- 3.9% |
$174K - $190K
|
90.1K
$4.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
450+ 0.69% |
$21.4K - $23.3K
|
65.9K
$3.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
154+ 1.54% |
$7.34K - $7.98K
|
10.2K
$534K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
186K+ 4.23% |
$8.87M - $9.65M
|
4.59M
$241M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.2KNew |
$153K - $166K
|
3.2K
$168K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.65K+ 5.37% |
$78.4K - $85.3K
|
32.3K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.57K+ 8.47% |
$122K - $133K
|
32.9K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
159+ 6.24% |
$7.58K - $8.24K
|
2.71K
$142K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-811- 11.8% |
$38.7K - $42K
|
6.06K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
177+ 0.61% |
$8.44K - $9.18K
|
29.4K
$1.54M
|
|