Purchases and Sales Made in Q3 2025 in Invesco Indx Tr (BSJR)
This table provides information about the institutional ownership of Invesco Indx Tr (BSJR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1.35MNew |
$30.5M - $30.8M
|
1.35M
$30.6M
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
70.9K+ 531.44% |
$1.6M - $1.62M
|
84.2K
$1.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.8K+ 8.71% |
$470K - $475K
|
259K
$5.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
19.9K+ 5.56% |
$450K - $455K
|
378K
$8.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
14.9KNew |
$338K - $342K
|
14.9K
$340K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
12.9K+ 6.39% |
$293K - $296K
|
215K
$4.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
10.1KNew |
$228K - $231K
|
10.1K
$229K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.9K+ 31.1% |
$179K - $181K
|
33.3K
$757K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.68K+ 69.65% |
$129K - $130K
|
13.8K
$315K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.65K+ 18.23% |
$128K - $129K
|
36.6K
$833K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.23K+ 30.14% |
$95.9K - $96.7K
|
18.3K
$416K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.14K+ 39.63% |
$93.6K - $94.5K
|
14.6K
$331K
|
|
|
Oct 14, 2025
Q3 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
3.32K+ 4.28% |
$75.2K - $75.9K
|
80.8K
$1.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
2.12KNew |
$48K - $48.4K
|
2.12K
$48.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2K+ 3.9% |
$45.3K - $45.7K
|
53.2K
$1.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.4K+ 61.14% |
$31.7K - $32K
|
3.69K
$83.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.31K+ 1.4% |
$29.6K - $29.8K
|
94.9K
$2.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
504+ 2.72% |
$11.4K - $11.5K
|
19K
$432K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
335+ 1.71% |
$7.58K - $7.65K
|
20K
$454K
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
149+ 0.51% |
$3.37K - $3.4K
|
29.6K
$673K
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
145+ 1.05% |
$3.28K - $3.31K
|
14K
$317K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
70+ 0.27% |
$1.58K - $1.6K
|
25.6K
$583K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-260- 0.36% |
$5.89K - $5.94K
|
72.9K
$1.66M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-431- 1.37% |
$9.76K - $9.85K
|
31K
$704K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-900- 1.36% |
$20.4K - $20.6K
|
65.3K
$1.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-2.02K- 11.38% |
$45.8K - $46.2K
|
15.7K
$358K
|
|
|
Oct 20, 2025
Q3 2025
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-2.23K- 1.82% |
$50.4K - $50.9K
|
120K
$2.73M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-4.19K- 8.41% |
$94.9K - $95.8K
|
45.7K
$1.04M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.51K- 92.62% |
$193K - $194K
|
678
$15.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-17.7K- 19.27% |
$400K - $404K
|
74K
$1.68M
|