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 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
789New |
$36.1K - $39.2K
|
789
$42.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.4KNew |
$64K - $69.6K
|
1.4K
$74.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-63- 21.8% |
$2.88K - $3.13K
|
226
$12.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-262- 87.04% |
$12K - $13K
|
39
$2.09K
|
|
| Q4 2023 | |||||||
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
424New |
$17.6K - $20.1K
|
424
$22.7K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-941- 2.56% |
$39.1K - $44.7K
|
35.8K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
5.46KNew |
$227K - $259K
|
5.46K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9.15KNew |
$381K - $434K
|
9.15K
$490K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
20KNew |
$832K - $950K
|
20K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.85K+ 402.4% |
$160K - $183K
|
4.81K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
161New |
$6.7K - $7.64K
|
161
$8.62K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
111+ 0.23% |
$4.62K - $5.27K
|
49.2K
$2.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-2- 0.03% |
$83.2 - $95
|
7.06K
$378K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
601+ 305.08% |
$25K - $28.5K
|
798
$42.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
225New |
$9.36K - $10.7K
|
225
$12K
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
20KNew |
$832K - $950K
|
20K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
105New |
$4.37K - $4.99K
|
105
$5.62K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.55KNew |
$64.4K - $73.5K
|
1.55K
$82.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
204New |
$8.49K - $9.69K
|
204
$10.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
565New |
$23.5K - $26.8K
|
565
$30.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
486+ 6942.86% |
$20.2K - $23.1K
|
493
$26.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-7.56K- 8.0% |
$314K - $359K
|
87K
$4.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-259- 5.5% |
$10.8K - $12.3K
|
4.45K
$238K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
24+ 0.13% |
$998 - $1.14K
|
18.7K
$1M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
278+ 1.26% |
$12.1K - $13K
|
22.3K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
14.6KNew |
$633K - $682K
|
14.6K
$782K
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
7.92KNew |
$344K - $370K
|
7.92K
$424K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.33K+ 3.22% |
$57.8K - $62.2K
|
42.7K
$2.28M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
170+ 126.87% |
$7.37K - $7.94K
|
304
$16.3K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-6.96K- 6.13% |
$301K - $321K
|
107K
$5.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
276New |
$11.9K - $12.7K
|
276
$14.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-62- 10.84% |
$2.68K - $2.86K
|
510
$27.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-837- 13.15% |
$36.2K - $38.6K
|
5.53K
$296K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
193+ 0.64% |
$8.35K - $8.9K
|
30.4K
$1.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.7K- 21.26% |
$117K - $125K
|
10K
$535K
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-25- 0.15% |
$1.08K - $1.15K
|
16.4K
$879K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
687+ 0.1% |
$29.7K - $31.7K
|
717K
$38.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
255New |
$11K - $11.8K
|
255
$13.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
763New |
$33K - $35.2K
|
763
$40.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2.27KNew |
$97.9K - $104K
|
2.27K
$121K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
565New |
$24.4K - $26.1K
|
565
$30.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-790- 3.56% |
$34.2K - $36.4K
|
21.4K
$1.15M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
121New |
$5.23K - $5.58K
|
121
$6.48K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-5.54KClosed |
$232K - $253K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.21KNew |
$50.5K - $55.1K
|
1.21K
$64.7K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.68K- 86.65% |
$70.1K - $76.4K
|
258
$13.8K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$4.18K - $4.56K
|
100
$5.35K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
107New |
$4.48K - $4.88K
|
107
$5.73K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
125New |
$5.23K - $5.7K
|
125
$6.69K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
37New |
$1.55K - $1.69K
|
37
$1.98K
|
|