Rebalance, LLC Invesco Indx Tr Transaction History

Rebalance, LLC

$1.36 Trillion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$22.37 - $22.7 $8,567 - $8,694	383 Added 1.7%	22,954 $514 Million
Q3 2024 Oct 22, 2024	BUY	$22.08 - $22.75 $498,367 - $513,490	22,571 New	22,571 $512 Million

Others Institutions Holding BSJR

# of Institutions

131

Shares Held

12.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

957K
Shares

$21.7 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

940K
Shares

$21.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

878K
Shares

$19.9 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

744K
Shares

$16.9 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

612K
Shares

$13.9 Million
0.01% of portfolio

About INVESCO INDX TR

Ticker BSJR
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