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
|
|
|
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
$8.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
148KNew |
$3.23M - $3.37M
|
148K
$3.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
110KNew |
$2.39M - $2.49M
|
110K
$2.49M
|
|
|
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
$7.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.2K+ 19.09% |
$834K - $868K
|
238K
$5.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
38K+ 68.37% |
$829K - $863K
|
93.6K
$2.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
30.7K+ 135.17% |
$669K - $697K
|
53.4K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
23.2KNew |
$506K - $527K
|
23.2K
$527K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
15.8K+ 5.76% |
$344K - $358K
|
290K
$6.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
15.6KNew |
$340K - $354K
|
15.6K
$353K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.3K+ 2.05% |
$333K - $347K
|
759K
$17.2M
|
|
|
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
$726K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.9KNew |
$260K - $270K
|
11.9K
$270K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.4KNew |
$228K - $237K
|
10.4K
$237K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9.36K+ 13.35% |
$204K - $213K
|
79.5K
$1.8M
|
|
|
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
$185K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
7.53K+ 2.73% |
$164K - $171K
|
284K
$6.44M
|
|
|
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
|
|
|
Jul 29, 2025
Q2 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
5.19KNew |
$113K - $118K
|
5.19K
$118K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.01K+ 1.23% |
$87.5K - $91.2K
|
331K
$7.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
3.75K+ 14.63% |
$81.8K - $85.2K
|
29.4K
$667K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.67K+ 26.04% |
$80K - $83.3K
|
17.8K
$403K
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
3.39K+ 1.02% |
$73.9K - $76.9K
|
335K
$7.59M
|
|
|
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
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.94K+ 12.99% |
$64.1K - $66.7K
|
25.6K
$580K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.93K+ 2.14% |
$63.9K - $66.6K
|
140K
$3.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2.25K+ 13.64% |
$49.1K - $51.1K
|
18.7K
$426K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.25K+ 9.72% |
$49.1K - $51.1K
|
25.4K
$577K
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.19K+ 5.9% |
$47.7K - $49.7K
|
39.3K
$892K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
1.8K+ 2.73% |
$39.2K - $40.8K
|
67.6K
$1.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.55K+ 10.85% |
$33.7K - $35.1K
|
15.8K
$358K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.38KNew |
$30.1K - $31.4K
|
1.38K
$31.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.09K+ 3287.88% |
$23.7K - $24.6K
|
1.12K
$25.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
999+ 10.01% |
$21.8K - $22.7K
|
11K
$249K
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
905+ 6.87% |
$19.7K - $20.6K
|
14.1K
$319K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
878+ 2.76% |
$19.1K - $19.9K
|
32.7K
$743K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
840+ 2.94% |
$18.3K - $19.1K
|
29.4K
$668K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
823+ 0.83% |
$17.9K - $18.7K
|
99.5K
$2.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
735+ 7.55% |
$16K - $16.7K
|
10.5K
$238K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
626+ 3.77% |
$13.7K - $14.2K
|
17.2K
$391K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
473+ 2.37% |
$10.3K - $10.7K
|
20.4K
$463K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
383+ 2.11% |
$8.35K - $8.7K
|
18.5K
$420K
|