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
$27.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
16.7K+ 113.01% |
$373K - $378K
|
31.4K
$698K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
12.4K+ 76.8% |
$278K - $282K
|
28.6K
$636K
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
9.74KNew |
$218K - $221K
|
9.74K
$217K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.52KNew |
$213K - $216K
|
9.52K
$212K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
6.15K+ 1.75% |
$138K - $140K
|
358K
$7.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.93K+ 16.31% |
$110K - $112K
|
35.1K
$781K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.31K+ 9.38% |
$96.5K - $97.7K
|
50.2K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
3.5K+ 3.82% |
$78.5K - $79.5K
|
95.2K
$2.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
2.31K+ 3.64% |
$51.7K - $52.4K
|
65.8K
$1.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.21KNew |
$49.5K - $50.2K
|
2.21K
$49.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.2K+ 18.31% |
$49.3K - $50K
|
14.2K
$317K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.28K+ 2.56% |
$28.7K - $29.1K
|
51.3K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.27K+ 9.93% |
$28.5K - $28.9K
|
14.1K
$313K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
750+ 1.13% |
$16.8K - $17K
|
67.3K
$1.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
736+ 10.38% |
$16.5K - $16.7K
|
7.82K
$174K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
732+ 4.21% |
$16.4K - $16.6K
|
18.1K
$403K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
420+ 107.69% |
$9.41K - $9.53K
|
810
$18K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
255+ 1.24% |
$5.71K - $5.79K
|
20.8K
$462K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-1.54K- 14.24% |
$34.5K - $34.9K
|
9.27K
$206K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-2.82K- 3.64% |
$63.1K - $63.9K
|
74.5K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3.21K- 12.41% |
$71.8K - $72.7K
|
22.6K
$503K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.36K- 4.41% |
$97.6K - $98.9K
|
94.4K
$2.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Paradiem, LLC
|
SELL
|
- |
-9.66K- 8.98% |
$216K - $219K
|
97.9K
$2.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.8K- 56.9% |
$264K - $268K
|
8.93K
$199K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-30.1K- 23.2% |
$674K - $683K
|
99.7K
$2.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-117K- 50.48% |
$2.63M - $2.66M
|
115K
$2.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.2M- 95.54% |
$26.9M - $27.2M
|
56K
$1.25M
|