Purchases and Sales Made in Q2 2025 in Invesco Indx Tr (BSJR)
This table provides information about the institutional ownership of Invesco Indx Tr (BSJR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
324K+ 244.83% |
$7.08M - $7.37M
|
457K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
223KNew |
$4.87M - $5.07M
|
223K
$5.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
211K+ 24.05% |
$4.6M - $4.79M
|
1.09M
$24.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
202KNew |
$4.42M - $4.6M
|
202K
$4.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
176K+ 82.8% |
$3.83M - $3.99M
|
388K
$8.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
148KNew |
$3.23M - $3.37M
|
148K
$3.37M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
143K+ 162.72% |
$3.13M - $3.26M
|
231K
$5.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
136K+ 156.4% |
$2.97M - $3.09M
|
223K
$5.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
110KNew |
$2.39M - $2.49M
|
110K
$2.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
83.3K+ 31.84% |
$1.82M - $1.89M
|
345K
$7.84M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.4K+ 7.66% |
$1.6M - $1.67M
|
1.03M
$23.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
52.2K+ 8.52% |
$1.14M - $1.18M
|
664K
$15.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
49.9K+ 445.76% |
$1.09M - $1.13M
|
61.1K
$1.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
48.5K+ 390.72% |
$1.06M - $1.1M
|
60.9K
$1.38M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
45.3K+ 15.61% |
$987K - $1.03M
|
335K
$7.62M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.2K+ 19.09% |
$834K - $868K
|
238K
$5.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
38K+ 68.37% |
$829K - $863K
|
93.6K
$2.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
30.7K+ 135.17% |
$669K - $697K
|
53.4K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
30K+ 28.89% |
$655K - $682K
|
134K
$3.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27.9K+ 14853.72% |
$609K - $634K
|
28.1K
$639K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
23.2KNew |
$506K - $527K
|
23.2K
$528K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
15.8K+ 5.76% |
$344K - $358K
|
290K
$6.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
15.6KNew |
$340K - $354K
|
15.6K
$354K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.3K+ 2.05% |
$333K - $347K
|
759K
$17.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
15.2K+ 27.56% |
$332K - $346K
|
70.4K
$1.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
14.9K+ 11.95% |
$324K - $337K
|
139K
$3.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.4K+ 10.86% |
$293K - $305K
|
137K
$3.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
13.1K+ 9.3% |
$287K - $298K
|
154K
$3.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
12.5K+ 64.33% |
$273K - $284K
|
32K
$728K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.4K+ 8.83% |
$271K - $282K
|
153K
$3.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.9KNew |
$260K - $270K
|
11.9K
$271K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.4KNew |
$228K - $237K
|
10.4K
$237K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10K+ 775.19% |
$218K - $227K
|
11.3K
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9.36K+ 13.35% |
$204K - $213K
|
79.5K
$1.81M
|
|
|
Aug 01, 2025
Q2 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
8.99K+ 7.92% |
$196K - $204K
|
122K
$2.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
8.9KNew |
$194K - $202K
|
8.9K
$202K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.16KNew |
$178K - $185K
|
8.16K
$186K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
7.54K+ 49.1% |
$164K - $171K
|
22.9K
$520K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
7.53K+ 2.73% |
$164K - $171K
|
284K
$6.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
7.48K+ 6.99% |
$163K - $170K
|
114K
$2.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
5.52K+ 70.49% |
$120K - $125K
|
13.3K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.36K+ 5.52% |
$117K - $122K
|
102K
$2.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
5.19KNew |
$113K - $118K
|
5.19K
$118K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4.38KNew |
$95.5K - $99.4K
|
4.38K
$99.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.18K+ 34.62% |
$91.1K - $94.8K
|
16.2K
$369K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.01K+ 1.23% |
$87.5K - $91.2K
|
331K
$7.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
3.75K+ 14.63% |
$81.8K - $85.2K
|
29.4K
$668K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.67K+ 26.04% |
$80K - $83.3K
|
17.8K
$404K
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
3.39K+ 1.02% |
$73.9K - $76.9K
|
335K
$7.61M
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
3.01K+ 4.04% |
$65.7K - $68.4K
|
77.5K
$1.76M
|