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 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.94K+ 12.99% |
$64.1K - $66.7K
|
25.6K
$581K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.93K+ 2.14% |
$63.9K - $66.6K
|
140K
$3.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.83K+ 4.28% |
$61.7K - $64.2K
|
68.9K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.79KNew |
$60.9K - $63.4K
|
2.79K
$63.5K
|
|
|
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
$578K
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.19K+ 5.9% |
$47.7K - $49.7K
|
39.3K
$893K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.99KNew |
$43.4K - $45.2K
|
1.99K
$45.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.86K+ 2.23% |
$40.5K - $42.2K
|
85.1K
$1.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
1.8K+ 2.73% |
$39.2K - $40.8K
|
67.6K
$1.54M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.63K+ 9.02% |
$35.4K - $36.9K
|
19.6K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.62K+ 3.04% |
$35.3K - $36.7K
|
54.8K
$1.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.55K+ 10.85% |
$33.7K - $35.1K
|
15.8K
$359K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.38KNew |
$30.1K - $31.4K
|
1.38K
$31.4K
|
|
|
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
$250K
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
905+ 6.87% |
$19.7K - $20.6K
|
14.1K
$320K
|
|
|
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
$744K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
840+ 2.94% |
$18.3K - $19.1K
|
29.4K
$670K
|
|
|
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
$464K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
443New |
$9.66K - $10.1K
|
443
$10.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
383+ 2.11% |
$8.35K - $8.7K
|
18.5K
$421K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
190+ 23.46% |
$4.14K - $4.31K
|
1K
$22.7K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
184+ 0.66% |
$4.01K - $4.18K
|
28.1K
$640K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
160+ 1.59% |
$3.49K - $3.63K
|
10.2K
$232K
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
115+ 0.54% |
$2.51K - $2.61K
|
21.4K
$486K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
89+ 0.25% |
$1.94K - $2.02K
|
35.2K
$801K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
71+ 0.77% |
$1.55K - $1.61K
|
9.34K
$212K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
39+ 0.76% |
$851 - $886
|
5.2K
$118K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
13+ 0.02% |
$284 - $295
|
73.2K
$1.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8+ 1.65% |
$174 - $182
|
492
$11.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Paradiem, LLC
|
SELL
|
- |
-9- 0.01% |
$196 - $204
|
97.8K
$2.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-81- 0.16% |
$1.77K - $1.84K
|
51.2K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-359- 0.72% |
$7.83K - $8.15K
|
49.8K
$1.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-523- 5.49% |
$11.4K - $11.9K
|
9K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-652- 1.23% |
$14.2K - $14.8K
|
52.2K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-690- 3.32% |
$15K - $15.7K
|
20.1K
$456K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.16K- 1.72% |
$25.3K - $26.3K
|
66.2K
$1.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.17K- 1.91% |
$25.4K - $26.5K
|
59.9K
$1.36M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.26K- 7.65% |
$27.4K - $28.5K
|
15.2K
$345K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2.14K- 43.76% |
$46.7K - $48.6K
|
2.75K
$62.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.8K- 2.96% |
$61K - $63.5K
|
91.6K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.9K- 4.49% |
$63.2K - $65.8K
|
61.6K
$1.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.95K- 11.31% |
$86.1K - $89.7K
|
31K
$704K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-4.44K- 19.39% |
$96.8K - $101K
|
18.5K
$420K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.24K- 27.15% |
$114K - $119K
|
14.1K
$319K
|