Moneco Advisors, LLC Invesco Indx Tr Transaction History

Moneco Advisors, LLC

$778 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 19, 2024	SELL	$21.86 - $22.26 $17,203 - $17,518	-787 Reduced 6.13%	12,054 $266,000
Q1 2024 Apr 25, 2024	SELL	$22.13 - $22.46 $20,160 - $20,461	-911 Reduced 6.62%	12,841 $285,000
Q4 2023 Mar 13, 2024	BUY	$21.0 - $22.49 $40,047 - $42,888	1,907 Added 16.1%	13,752 $307,000
Q4 2023 Feb 05, 2024	BUY	$21.0 - $22.49 $40,047 - $42,888	1,907 Added 16.1%	13,752 $307,000
Q3 2023 Mar 13, 2024	BUY	$21.3 - $21.91 $5,282 - $5,433	248 Added 2.14%	11,845 $253,000
Q3 2023 Nov 03, 2023	BUY	$21.3 - $21.91 $5,282 - $5,433	248 Added 2.14%	11,845 $253,000
Q2 2023 Mar 13, 2024	SELL	$21.25 - $21.92 $45,793 - $47,237	-2,155 Reduced 15.67%	11,597 $250,000
Q2 2023 Aug 02, 2023	BUY	$21.25 - $21.92 $26,307 - $27,136	1,238 Added 11.95%	11,597 $250,000
Q4 2022 Jan 27, 2023	BUY	$20.56 - $21.99 $212,981 - $227,794	10,359 New	10,359 $221,000

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

Ticker BSJR
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