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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
449+ 0.69% |
$21.4K - $23.3K
|
65.7K
$3.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
46.6K+ 25.62% |
$2.22M - $2.42M
|
229K
$12.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-85- 0.27% |
$4.05K - $4.41K
|
31.4K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
796+ 5.21% |
$37.9K - $41.3K
|
16.1K
$859K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 1.01% |
$95.3 - $104
|
201
$10.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.62KNew |
$268K - $291K
|
5.62K
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18.6K- 62.24% |
$888K - $966K
|
11.3K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
306+ 19.92% |
$14.6K - $15.9K
|
1.84K
$98.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
235+ 0.61% |
$11.2K - $12.2K
|
39.1K
$2.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-150- 2.49% |
$7.15K - $7.78K
|
5.88K
$314K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.83K+ 16.57% |
$87.3K - $94.9K
|
12.9K
$689K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.92K- 84.74% |
$187K - $203K
|
706
$37.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.8K+ 25.31% |
$181K - $197K
|
18.8K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.66KNew |
$365K - $397K
|
7.66K
$410K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
302+ 1.04% |
$14.4K - $15.7K
|
29.4K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-196- 0.13% |
$9.34K - $10.2K
|
155K
$8.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.72K- 49.02% |
$177K - $193K
|
3.87K
$207K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 12.65% |
$58.7K - $63.8K
|
11K
$586K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7.35K+ 12.35% |
$350K - $381K
|
66.9K
$3.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.77K+ 5.63% |
$84.1K - $91.5K
|
33.1K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.44K+ 19.88% |
$355K - $386K
|
44.9K
$2.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
58.9K+ 18.18% |
$2.8M - $3.05M
|
383K
$20.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-47- 0.34% |
$2.24K - $2.44K
|
13.6K
$728K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-23.7K- 99.66% |
$1.13M - $1.23M
|
80
$4.28K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-63- 0.26% |
$3K - $3.27K
|
23.9K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
28.1K+ 8.91% |
$1.34M - $1.46M
|
344K
$18.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-5.57K- 8.5% |
$266K - $289K
|
60K
$3.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.94K+ 7.27% |
$235K - $256K
|
72.9K
$3.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
725+ 4.31% |
$34.6K - $37.6K
|
17.6K
$939K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.96KNew |
$186K - $208K
|
3.96K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.17K- 22.11% |
$55.1K - $61.8K
|
4.14K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-107- 0.95% |
$5.02K - $5.63K
|
11.1K
$595K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
82New |
$3.85K - $4.31K
|
82
$4.39K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.35K- 10.17% |
$63.4K - $71.1K
|
11.9K
$638K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-268- 7.26% |
$12.6K - $14.1K
|
3.42K
$183K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
461+ 8.0% |
$21.6K - $24.3K
|
6.22K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
413+ 7.85% |
$19.4K - $21.7K
|
5.67K
$303K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
420+ 49.65% |
$19.7K - $22.1K
|
1.27K
$67.7K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.35KNew |
$157K - $176K
|
3.35K
$179K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.11KNew |
$193K - $216K
|
4.11K
$220K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.15KNew |
$195K - $218K
|
4.15K
$222K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-305- 1.2% |
$14.3K - $16K
|
25.1K
$1.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.03KNew |
$189K - $212K
|
4.03K
$215K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.46K- 3.32% |
$68.4K - $76.7K
|
42.4K
$2.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.99KNew |
$188K - $210K
|
3.99K
$214K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
717New |
$33.7K - $37.7K
|
717
$38.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-760- 3.14% |
$35.7K - $40K
|
23.5K
$1.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-166- 1.21% |
$7.8K - $8.73K
|
13.6K
$726K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.93KNew |
$185K - $207K
|
3.93K
$210K
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
6.67KNew |
$313K - $351K
|
6.67K
$357K
|
|