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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,089
shares
|
$566,509
0.0% of portfolio
|
Q3 2024
Added 23.59%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
23,797
shares
|
$537,336
0.0% of portfolio
|
Q1 2024
Added 50.85%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
22,571
shares
|
$509,653
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
22,332
shares
|
$504,256
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
21,092
shares
|
$476,257
0.06% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
20,043
shares
|
$452,570
0.29% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
17,988
shares
|
$406,169
0.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
17,479
shares
|
$394,675
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
16,869
shares
|
$380,902
0.09% of portfolio
|
Q3 2024
Added 16.87%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
15,790
shares
|
$356,538
0.03% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
15,572
shares
|
$351,615
0.0% of portfolio
|
Q2 2024
Reduced 5.22%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
14,739
shares
|
$332,806
0.23% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
14,221
shares
|
$321,110
0.03% of portfolio
|
Q3 2022
Added 1.93%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
14,139
shares
|
$319,258
0.03% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
12,713
shares
|
$287,059
0.15% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
12,648
shares
|
$285,591
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
12,170
shares
|
$274,798
0.01% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
11,915
shares
|
$269,040
0.01% of portfolio
|
Q3 2024
Added 170.8%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Oct 28, 2024 Q3 2024 |
11,200
shares
|
$252,895
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
11,064
shares
|
$249,825
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,819
shares
|
$244,293
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
9,952
shares
|
$224,716
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
9,696
shares
|
$218,935
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
9,083
shares
|
$205,094
0.01% of portfolio
|
Q3 2024
Added 89.27%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
8,852
shares
|
$199,878
0.03% of portfolio
|
Q3 2024
New holding
|