Institutional Ownership Invesco Indx Tr (BSJR)
This table provides information about the institutional ownership of Invesco Indx Tr (BSJR). We have compiled data on the 97 institutions that hold shares in the stock, with a total of 7.46 Million shares, which have been reported (via 13F filing form) to have a value of $168 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
719,115
shares
|
$16.2 Million
0.0% of portfolio
|
Q3 2024
Added 79.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
632,869
shares
|
$14.3 Million
0.01% of portfolio
|
Q3 2024
Added 72.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
531,679
shares
|
$12 Million
0.03% of portfolio
|
Q3 2024
Added 41.98%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
362,628
shares
|
$8.19 Million
0.0% of portfolio
|
Q3 2024
Added 30.29%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
359,556
shares
|
$8.12 Million
0.02% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
358,982
shares
|
$8.11 Million
0.0% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
341,832
shares
|
$7.72 Million
1.64% of portfolio
|
Q3 2024
Added 48.92%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
313,629
shares
|
$7.08 Million
1.54% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
260,140
shares
|
$5.87 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
220,723
shares
|
$4.98 Million
0.18% of portfolio
|
Q3 2024
Added 15.83%
|
|
|
Gpm Growth Investors, Inc.
|
Nov 08, 2024 Q3 2024 |
188,954
shares
|
$4.27 Million
1.87% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
186,539
shares
|
$4.21 Million
0.93% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
169,615
shares
|
$3.83 Million
1.43% of portfolio
|
Q3 2024
Added 15.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
140,775
shares
|
$3.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
114,523
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
111,980
shares
|
$2.53 Million
0.0% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
107,821
shares
|
$2.43 Million
2.25% of portfolio
|
Q4 2022
Added 2.55%
|
|
|
Paradiem, LLC
|
Oct 24, 2024 Q3 2024 |
107,511
shares
|
$2.43 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
96,457
shares
|
$2.18 Million
0.43% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 15, 2024 Q3 2024 |
90,338
shares
|
$2.04 Million
0.7% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
88,954
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2024
Added 47.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
86,962
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
82,178
shares
|
$1.86 Million
0.05% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
80,109
shares
|
$1.81 Million
1.06% of portfolio
|
Q3 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
78,194
shares
|
$1.77 Million
0.09% of portfolio
|
Q3 2024
Added 38.11%
|