Latest Institutional Purchases of Invesco Iftse Rafi Dev Mkts Ex (PXF)
This list provides information on the latest institutional transactions involving Invesco Iftse Rafi Dev Mkts Ex (PXF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
7.89KNew |
$361K - $392K
|
7.89K
$393K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.46KNew |
$204K - $222K
|
4.46K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.32KNew |
$197K - $215K
|
4.32K
$215K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.95K+ 3.15% |
$135K - $147K
|
96.5K
$4.81M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.57K+ 5.28% |
$118K - $128K
|
51.3K
$2.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.4KNew |
$64K - $69.6K
|
1.4K
$69.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
789New |
$36.1K - $39.2K
|
789
$39.3K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
369+ 3.17% |
$16.9K - $18.3K
|
12K
$598K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
284+ 130.28% |
$13K - $14.1K
|
502
$25K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
266New |
$12.2K - $13.2K
|
266
$13.2K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
161+ 2.51% |
$7.36K - $8K
|
6.58K
$328K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
113+ 191.53% |
$5.17K - $5.62K
|
172
$8.57K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
64New |
$2.93K - $3.18K
|
64
$3.19K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
50+ 7.69% |
$2.29K - $2.49K
|
700
$34.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
20+ 4.42% |
$915 - $994
|
472
$23.5K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
11New |
$503 - $547
|
11
$548
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 6.48% |
$320 - $348
|
115
$5.73K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4+ 0.04% |
$183 - $199
|
11.2K
$560K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
20KNew |
$832K - $950K
|
20K
$996K
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
20KNew |
$832K - $950K
|
20K
$996K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9.15KNew |
$381K - $434K
|
9.15K
$456K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
5.46KNew |
$227K - $259K
|
5.46K
$272K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.85K+ 402.4% |
$160K - $183K
|
4.81K
$239K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.55KNew |
$64.4K - $73.5K
|
1.55K
$77.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
601+ 305.08% |
$25K - $28.5K
|
798
$39.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
565New |
$23.5K - $26.8K
|
565
$28.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
486+ 6942.86% |
$20.2K - $23.1K
|
493
$24.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
400+ 1.75% |
$16.6K - $19K
|
23.2K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
225New |
$9.36K - $10.7K
|
225
$11.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
204New |
$8.49K - $9.69K
|
204
$10.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
161New |
$6.7K - $7.64K
|
161
$8.02K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
111+ 0.23% |
$4.62K - $5.27K
|
49.2K
$2.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
105New |
$4.37K - $4.99K
|
105
$5.23K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
24+ 0.13% |
$998 - $1.14K
|
18.7K
$931K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
14.6KNew |
$633K - $682K
|
14.6K
$727K
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
7.92KNew |
$344K - $370K
|
7.92K
$395K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.33K+ 3.22% |
$57.8K - $62.2K
|
42.7K
$2.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
278+ 1.26% |
$12.1K - $13K
|
22.3K
$1.11M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
170+ 126.87% |
$7.37K - $7.94K
|
304
$15.1K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2.27KNew |
$97.9K - $104K
|
2.27K
$113K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
763New |
$33K - $35.2K
|
763
$38K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
687+ 0.1% |
$29.7K - $31.7K
|
717K
$35.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
565New |
$24.4K - $26.1K
|
565
$28.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
276New |
$11.9K - $12.7K
|
276
$13.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
255New |
$11K - $11.8K
|
255
$12.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
193+ 0.64% |
$8.35K - $8.9K
|
30.4K
$1.52M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
121New |
$5.23K - $5.58K
|
121
$6.03K
|
|
| Q1 2023 | |||||||
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.75KNew |
$199K - $217K
|
4.75K
$237K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.21KNew |
$50.5K - $55.1K
|
1.21K
$60.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
236New |
$9.87K - $10.8K
|
236
$11.8K
|
|