Integrated Wealth Concepts LLC Invesco Indx Tr Transaction History

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 38,041 shares of BSJR stock, worth $862,389. This represents 0.01% of its overall portfolio holdings.

Number of Shares
38,041
Previous 33,441 13.76%
Holding current value
$862,389
Previous $759,000 12.25%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$22.37 - $22.7 $102,902 - $104,420
4,600 Added 13.76%
38,041 $852,000
Q3 2024

Nov 14, 2024
BUY
$22.08 - $22.75 $69,441 - $71,548
3,145 Added 10.38%
33,441 $759,000
Q2 2024

Aug 14, 2024
BUY
$21.86 - $22.26 $26,057 - $26,533
1,192 Added 4.1%
30,296 $668,000
Q1 2024

May 15, 2024
BUY
$22.13 - $22.46 $396,923 - $402,842
17,936 Added 160.6%
29,104 $647,000
Q4 2023

Feb 13, 2024
BUY
$21.0 - $22.49 $11,046 - $11,829
526 Added 4.94%
11,168 $249,000
Q3 2023

Nov 15, 2023
BUY
$21.3 - $21.91 $226,674 - $233,166
10,642 New
10,642 $227,000

Others Institutions Holding BSJR

# of Institutions
122
Shares Held
9.82M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO INDX TR

BSJR Quotes by TradingView
  • Ticker BSJR
  • Sector ETFs
  • Industry ETFs
More about BSJR
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