Purchases and Sales Made in Q1 2025 in Invesco Indx Tr (BSJR)
This table provides information about the institutional ownership of Invesco Indx Tr (BSJR) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO INDX TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.21M+ 2615.07% |
$27.1M - $27.4M
|
1.26M
$28.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
456K+ 291.02% |
$10.2M - $10.3M
|
612K
$13.8M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
274KNew |
$6.14M - $6.22M
|
274K
$6.19M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
203K+ 2328.08% |
$4.55M - $4.61M
|
212K
$4.79M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
196K+ 28.8% |
$4.4M - $4.45M
|
878K
$19.8M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
175K+ 152.03% |
$3.92M - $3.97M
|
290K
$6.55M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
163K+ 163.01% |
$3.65M - $3.69M
|
263K
$5.93M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
133KNew |
$2.97M - $3.01M
|
133K
$2.99M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
112K+ 127.58% |
$2.51M - $2.55M
|
200K
$4.52M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
103K+ 12.36% |
$2.32M - $2.35M
|
940K
$21.2M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
87.7K+ 454.9% |
$1.96M - $1.99M
|
107K
$2.42M
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
87.1KNew |
$1.95M - $1.98M
|
87.1K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
78.6K+ 171.98% |
$1.76M - $1.78M
|
124K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
76.4K+ 153.21% |
$1.71M - $1.73M
|
126K
$2.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
57.1K+ 26.07% |
$1.28M - $1.29M
|
276K
$6.23M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.2K+ 77.57% |
$1.17M - $1.18M
|
119K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.1K+ 4.83% |
$987K - $1M
|
957K
$21.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
35.8K+ 1905.59% |
$802K - $812K
|
37.7K
$851K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
35.3K+ 73.38% |
$790K - $800K
|
83.3K
$1.88M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
28.7K+ 69.31% |
$643K - $651K
|
70.1K
$1.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
28.6K+ 231.24% |
$641K - $649K
|
41K
$925K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
28.4KNew |
$637K - $645K
|
28.4K
$642K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
25.7K+ 226.75% |
$577K - $584K
|
37.1K
$838K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
24.7K+ 10.42% |
$553K - $560K
|
262K
$5.91M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.3K+ 3.09% |
$499K - $505K
|
744K
$16.8M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
21.8K+ 18.21% |
$488K - $494K
|
141K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.5K+ 16.11% |
$437K - $443K
|
141K
$3.18M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
19.5KNew |
$436K - $442K
|
19.5K
$440K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
16.7K+ 113.01% |
$373K - $378K
|
31.4K
$709K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.4K+ 15.34% |
$368K - $373K
|
124K
$2.79M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
15.3KNew |
$344K - $348K
|
15.3K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.8K+ 38.92% |
$332K - $336K
|
52.8K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.6KNew |
$327K - $331K
|
14.6K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
13.2KNew |
$295K - $299K
|
13.2K
$297K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
12.4K+ 76.8% |
$278K - $282K
|
28.6K
$646K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
12.1K+ 9.67% |
$271K - $274K
|
137K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.1KNew |
$270K - $274K
|
12.1K
$273K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
11K+ 24.7% |
$247K - $250K
|
55.6K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.1K+ 23.45% |
$226K - $229K
|
53.2K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.99KNew |
$224K - $227K
|
9.99K
$226K
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
9.74KNew |
$218K - $221K
|
9.74K
$220K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.52KNew |
$213K - $216K
|
9.52K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.93K+ 1.96% |
$200K - $203K
|
463K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.19K+ 59.38% |
$161K - $163K
|
19.3K
$436K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.36K+ 69.25% |
$142K - $144K
|
15.5K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.19K+ 4.11% |
$139K - $141K
|
157K
$3.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
6.15K+ 1.75% |
$138K - $140K
|
358K
$8.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.73KNew |
$128K - $130K
|
5.73K
$130K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
5.39K+ 42.71% |
$121K - $122K
|
18K
$407K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.32K+ 9.0% |
$119K - $121K
|
64.5K
$1.46M
|