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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.93K+ 16.31% |
$110K - $112K
|
35.1K
$794K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.82K+ 5.23% |
$108K - $109K
|
97.1K
$2.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.31K+ 9.38% |
$96.5K - $97.7K
|
50.2K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.29K+ 18.15% |
$96.1K - $97.4K
|
27.9K
$631K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4.09K+ 5.93% |
$91.7K - $92.9K
|
73.2K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
3.5K+ 3.82% |
$78.5K - $79.5K
|
95.2K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.43K+ 5.48% |
$76.9K - $77.9K
|
66.1K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
3.39K+ 3.08% |
$76K - $77K
|
113K
$2.56M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
3.08K+ 15.52% |
$68.9K - $69.8K
|
22.9K
$517K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.89K+ 5.53% |
$64.8K - $65.6K
|
55.2K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2.8K+ 12.27% |
$62.7K - $63.5K
|
25.6K
$579K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2.6K+ 18.74% |
$58.3K - $59.1K
|
16.5K
$373K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
2.31K+ 3.64% |
$51.7K - $52.4K
|
65.8K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2.3K+ 13.06% |
$51.6K - $52.3K
|
19.9K
$450K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.21KNew |
$49.5K - $50.2K
|
2.21K
$50K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.2K+ 18.31% |
$49.3K - $50K
|
14.2K
$322K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.89K+ 17.97% |
$42.3K - $42.9K
|
12.4K
$280K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.83K+ 10.25% |
$40.9K - $41.4K
|
19.6K
$444K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.65K+ 19.66% |
$37K - $37.5K
|
10.1K
$227K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.55K+ 28.86% |
$34.7K - $35.2K
|
6.92K
$156K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.28K+ 2.56% |
$28.7K - $29.1K
|
51.3K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.28K+ 5.83% |
$28.6K - $28.9K
|
23.2K
$523K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.27K+ 9.93% |
$28.5K - $28.9K
|
14.1K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.11K+ 251.47% |
$24.8K - $25.2K
|
1.55K
$35K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.11K+ 251.47% |
$24.8K - $25.2K
|
1.55K
$35K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.05K+ 3.09% |
$23.5K - $23.8K
|
34.9K
$789K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
750+ 1.13% |
$16.8K - $17K
|
67.3K
$1.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
736+ 10.38% |
$16.5K - $16.7K
|
7.82K
$177K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
732+ 4.21% |
$16.4K - $16.6K
|
18.1K
$409K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
541+ 1.73% |
$12.1K - $12.3K
|
31.8K
$719K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
483+ 3.03% |
$10.8K - $11K
|
16.4K
$371K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
420+ 107.69% |
$9.41K - $9.53K
|
810
$18.3K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
255+ 1.24% |
$5.71K - $5.79K
|
20.8K
$469K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
49+ 0.23% |
$1.1K - $1.11K
|
21.2K
$480K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7+ 1.47% |
$157 - $159
|
484
$10.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2+ 0.04% |
$44.8 - $45.4
|
5.16K
$117K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-633- 3.68% |
$14.2K - $14.4K
|
16.6K
$375K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-818- 91.09% |
$18.3K - $18.6K
|
80
$1.81K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 7.48% |
$24.5K - $24.8K
|
13.5K
$305K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-1.54K- 14.24% |
$34.5K - $34.9K
|
9.27K
$209K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.63K- 8.28% |
$36.4K - $36.9K
|
18K
$407K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-2.82K- 3.64% |
$63.1K - $63.9K
|
74.5K
$1.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3.21K- 12.41% |
$71.8K - $72.7K
|
22.6K
$511K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.46K- 3.22% |
$77.5K - $78.5K
|
104K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.97K- 6.09% |
$88.8K - $90K
|
61.1K
$1.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.36K- 4.41% |
$97.6K - $98.9K
|
94.4K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-8.96K- 37.64% |
$201K - $203K
|
14.8K
$335K
|
|
|
Apr 22, 2025
Q1 2025
|
Paradiem, LLC
|
SELL
|
- |
-9.66K- 8.98% |
$216K - $219K
|
97.9K
$2.21M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-9.86K- 2.89% |
$221K - $224K
|
331K
$7.48M
|