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 123 institutions that hold shares in the stock, with a total of 10.9 Million shares, which have been reported (via 13F filing form) to have a value of $243 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
99,844
shares
|
$2.22 Million
0.0% of portfolio
|
Q4 2024
Added 176.48%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
98,636
shares
|
$2.19 Million
1.2% of portfolio
|
Q4 2024
Added 23.13%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
94,438
shares
|
$2.1 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
92,256
shares
|
$2.05 Million
0.0% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Feb 05, 2025 Q4 2024 |
91,682
shares
|
$2.04 Million
0.56% of portfolio
|
Q4 2024
Added 110.06%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
87,993
shares
|
$1.95 Million
0.0% of portfolio
|
Q4 2024
Added 130.65%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,603
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Added 29.99%
|
|
|
S.E.E.D. Planning Group LLC
|
Apr 08, 2025 Q1 2025 |
74,511
shares
|
$1.65 Million
0.58% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
69,090
shares
|
$1.53 Million
0.42% of portfolio
|
Q4 2024
Reduced 28.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
67,289
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 49.12%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
66,580
shares
|
$1.48 Million
0.11% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
65,755
shares
|
$1.46 Million
0.26% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
65,079
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.23%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
64,066
shares
|
$1.42 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
62,643
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
59,139
shares
|
$1.31 Million
0.01% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
52,328
shares
|
$1.16 Million
0.06% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
51,299
shares
|
$1.14 Million
0.65% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
49,883
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 43.92%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
48,040
shares
|
$1.07 Million
0.05% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
45,899
shares
|
$1.02 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
45,708
shares
|
$1.02 Million
0.19% of portfolio
|
Q4 2024
Added 26.4%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
44,558
shares
|
$989,633
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
43,088
shares
|
$956,984
0.01% of portfolio
|
Q4 2024
Added 11.67%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
41,404
shares
|
$919,582
0.01% of portfolio
|
Q4 2024
Added 9.18%
|