Purchases and Sales Made in Q3 2024 in Invesco Indx Tr (BSJR)
This table provides information about the institutional ownership of Invesco Indx Tr (BSJR) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.06K+ 3.64% |
$67.5K - $69.6K
|
87K
$1.95M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.85K+ 4.53% |
$62.9K - $64.8K
|
65.7K
$1.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2.73K+ 5.88% |
$60.3K - $62.2K
|
49.3K
$1.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
2.44K+ 16.87% |
$53.8K - $55.4K
|
16.9K
$378K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.23K+ 6.14% |
$49.3K - $50.8K
|
38.6K
$865K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.36KNew |
$29.9K - $30.8K
|
1.36K
$30.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.09K+ 8.37% |
$24.1K - $24.8K
|
14.1K
$317K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
966+ 8.22% |
$21.3K - $22K
|
12.7K
$285K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
915New |
$20.2K - $20.8K
|
915
$20.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
889+ 2.8% |
$19.6K - $20.2K
|
32.7K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
441New |
$9.74K - $10K
|
441
$9.89K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
441New |
$9.74K - $10K
|
441
$9.89K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
416+ 1.11% |
$9.19K - $9.46K
|
37.9K
$851K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
323+ 2.09% |
$7.13K - $7.35K
|
15.8K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
317+ 0.17% |
$7K - $7.21K
|
187K
$4.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
237+ 0.79% |
$5.23K - $5.39K
|
30.3K
$680K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
134New |
$2.96K - $3.05K
|
134
$3.01K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
90+ 0.61% |
$1.99K - $2.05K
|
14.7K
$331K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
70+ 0.09% |
$1.55K - $1.59K
|
82.2K
$1.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
34+ 1.7% |
$751 - $774
|
2.03K
$45.6K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
23+ 0.19% |
$508 - $523
|
12.2K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7+ 1.52% |
$155 - $159
|
468
$10.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6+ 0.03% |
$132 - $137
|
18K
$403K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-16- 0.36% |
$353 - $364
|
4.41K
$99K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradiem, LLC
|
SELL
|
- |
-21- 0.02% |
$464 - $478
|
108K
$2.41M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-29- 0.14% |
$640 - $660
|
20K
$450K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.81K- 7.91% |
$40K - $41.2K
|
21.1K
$473K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.8K- 2.63% |
$83.8K - $86.4K
|
141K
$3.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-5.21K- 2.68% |
$115K - $118K
|
189K
$4.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.94K- 10.72% |
$131K - $135K
|
49.5K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.34K- 19.66% |
$140K - $144K
|
25.9K
$581K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.05K- 97.97% |
$200K - $206K
|
188
$4.22K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-35K- 31.09% |
$774K - $797K
|
77.7K
$1.74M
|