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 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
236New |
$9.87K - $10.8K
|
236
$12.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-4.08K- 62.21% |
$170K - $186K
|
2.48K
$132K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.75KNew |
$199K - $217K
|
4.75K
$254K
|
|
| Q4 2022 | |||||||
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.04KNew |
$177K - $214K
|
5.04K
$270K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8New |
$281 - $340
|
8
$428
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
171New |
$6K - $7.26K
|
171
$9.15K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
135New |
$4.74K - $5.73K
|
135
$7.23K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.54KNew |
$53.9K - $65.3K
|
1.54K
$82.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
5.46KNew |
$192K - $232K
|
5.46K
$292K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-630- 23.28% |
$22.1K - $26.8K
|
2.08K
$111K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-270- 13.92% |
$9.48K - $11.5K
|
1.67K
$89.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.9K- 33.89% |
$207K - $251K
|
11.5K
$616K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
SELL
|
- |
-116- 1.01% |
$4.07K - $4.93K
|
11.3K
$606K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
7.03KNew |
$247K - $299K
|
7.03K
$376K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
248New |
$8.7K - $10.5K
|
248
$13.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
5New |
$176 - $212
|
5
$268
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
199New |
$6.98K - $8.45K
|
199
$10.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
63New |
$2.21K - $2.68K
|
63
$3.37K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
77New |
$2.7K - $3.27K
|
77
$4.12K
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
165New |
$5.78K - $6.91K
|
165
$8.83K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-15.1K- 17.78% |
$529K - $633K
|
69.8K
$3.74M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.76K+ 92.88% |
$272K - $325K
|
16.1K
$863K
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
8.12KNew |
$284K - $340K
|
8.12K
$435K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
54.1KNew |
$1.9M - $2.27M
|
54.1K
$2.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
67+ 0.86% |
$2.35K - $2.81K
|
7.82K
$419K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.23K- 93.36% |
$113K - $135K
|
230
$12.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
394+ 0.07% |
$13.8K - $16.5K
|
596K
$31.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
21.5KNew |
$752K - $900K
|
21.5K
$1.15M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
4.83KNew |
$169K - $202K
|
4.83K
$259K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.61KNew |
$56.2K - $67.2K
|
1.61K
$85.9K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
165New |
$5.78K - $6.91K
|
165
$8.83K
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-74- 14.31% |
$2.59K - $3.1K
|
443
$23.7K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
20.6KNew |
$723K - $865K
|
20.6K
$1.11M
|
|
| Q2 2022 | |||||||
|
Mar 04, 2025
Q2 2022
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-4.6KClosed |
$182K - $214K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
125KNew |
$4.95M - $5.83M
|
125K
$6.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
194New |
$7.67K - $9.03K
|
194
$10.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.5KClosed |
$98.9K - $116K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-12Closed |
$475 - $559
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-335Closed |
$13.3K - $15.6K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-549- 10.81% |
$21.7K - $25.6K
|
4.53K
$243K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-93Closed |
$3.68K - $4.33K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
172+ 166.99% |
$6.8K - $8.01K
|
275
$14.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-562Closed |
$22.2K - $26.2K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-174Closed |
$6.88K - $8.1K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-6.53KClosed |
$258K - $304K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-19Closed |
$752 - $885
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-468Closed |
$18.5K - $21.8K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
440New |
$17.4K - $20.5K
|
440
$23.6K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-482Closed |
$20.5K - $23.8K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-59.6KClosed |
$2.53M - $2.95M
|
0
$0
|
|