Gradient Investments LLC Invesco Indx Tr Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	SELL	$21.86 - $22.26 $983 - $1,001	-45 Reduced 4.08%	1,059 $23,000
Q1 2024 Apr 23, 2024	BUY	$22.13 - $22.46 $5,466 - $5,547	247 Added 28.82%	1,104 $24,000
Q4 2023 Jan 18, 2024	BUY	$21.0 - $22.49 $1,113 - $1,191	53 Added 6.59%	857 $19,000
Q3 2023 Oct 27, 2023	BUY	$21.3 - $21.91 $3,152 - $3,242	148 Added 22.56%	804 $17,000
Q2 2023 Jul 11, 2023	BUY	$21.25 - $21.92 $1,721 - $1,775	81 Added 14.09%	656 $14,000
Q1 2023 Apr 17, 2023	SELL	$21.16 - $22.34 $14,515 - $15,325	-686 Reduced 54.4%	575 $12,000
Q4 2022 Jan 10, 2023	SELL	$20.56 - $21.99 $13,980 - $14,953	-680 Reduced 35.03%	1,261 $0
Q3 2022 Oct 14, 2022	SELL	$20.49 - $22.78 $16,248 - $18,064	-793 Reduced 29.01%	1,941 $40,000
Q2 2022 Jul 11, 2022	SELL	$21.14 - $24.14 $72,150 - $82,389	-3,413 Reduced 55.52%	2,734 $58,000
Q1 2022 May 26, 2022	BUY	$23.44 - $25.4 $144,085 - $156,133	6,147 New	6,147 $148,000

Others Institutions Holding BSJR

# of Institutions

97

Shares Held

7.46M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

719K
Shares

$16.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

633K
Shares

$14.3 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

532K
Shares

$12 Million
0.03% of portfolio
Morgan Stanley New York, NY

363K
Shares

$8.18 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

360K
Shares

$8.11 Million
0.02% of portfolio

About INVESCO INDX TR

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