Latest Institutional Transactions on Invesco Indx Tr (BSJR)
This table provides information on the latest institutional transactions involving Invesco Indx Tr (BSJR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
1.8K+ 2.73% |
$39.2K - $40.8K
|
67.6K
$1.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
735+ 7.55% |
$16K - $16.7K
|
10.5K
$238K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-46.9K- 83.61% |
$1.02M - $1.06M
|
9.19K
$208K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-81- 0.16% |
$1.77K - $1.84K
|
51.2K
$1.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.94K+ 12.99% |
$64.1K - $66.7K
|
25.6K
$580K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.16KNew |
$178K - $185K
|
8.16K
$185K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
840+ 2.94% |
$18.3K - $19.1K
|
29.4K
$668K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
383+ 2.11% |
$8.35K - $8.7K
|
18.5K
$420K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
89+ 0.25% |
$1.94K - $2.02K
|
35.2K
$799K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.4KNew |
$228K - $237K
|
10.4K
$237K
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
3.01K+ 4.04% |
$65.7K - $68.4K
|
77.5K
$1.76M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
71+ 0.77% |
$1.55K - $1.61K
|
9.34K
$212K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
5.52K+ 70.49% |
$120K - $125K
|
13.3K
$303K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
202KNew |
$4.42M - $4.6M
|
202K
$4.59M
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
645New |
$14.4K - $14.6K
|
645
$14.6K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
274KNew |
$6.14M - $6.22M
|
274K
$6.22M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-115K- 43.66% |
$2.57M - $2.6M
|
148K
$3.36M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.63K- 8.28% |
$36.4K - $36.9K
|
18K
$409K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
175K+ 152.03% |
$3.92M - $3.97M
|
290K
$6.58M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.4K+ 15.34% |
$368K - $373K
|
124K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.32K+ 9.0% |
$119K - $121K
|
64.5K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
12.1K+ 9.67% |
$271K - $274K
|
137K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.8K+ 38.92% |
$332K - $336K
|
52.8K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.43K+ 5.48% |
$76.9K - $77.9K
|
66.1K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.11K+ 251.47% |
$24.8K - $25.2K
|
1.55K
$35.2K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.1K+ 4.83% |
$987K - $1M
|
957K
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
13.2KNew |
$295K - $299K
|
13.2K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4.09K+ 5.93% |
$91.7K - $92.9K
|
73.2K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
133KNew |
$2.97M - $3.01M
|
133K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 7.48% |
$24.5K - $24.8K
|
13.5K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16.2K- 4.53% |
$362K - $367K
|
341K
$7.73M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.19K+ 4.11% |
$139K - $141K
|
157K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
35.3K+ 73.38% |
$790K - $800K
|
83.3K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.65K+ 19.66% |
$37K - $37.5K
|
10.1K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.1K+ 23.45% |
$226K - $229K
|
53.2K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.89K+ 5.53% |
$64.8K - $65.6K
|
55.2K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2.3K+ 13.06% |
$51.6K - $52.3K
|
19.9K
$452K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-8.96K- 37.64% |
$201K - $203K
|
14.8K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.1KNew |
$270K - $274K
|
12.1K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
76.4K+ 153.21% |
$1.71M - $1.73M
|
126K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.93K+ 1.96% |
$200K - $203K
|
463K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
28.4KNew |
$637K - $645K
|
28.4K
$645K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.5K+ 16.11% |
$437K - $443K
|
141K
$3.19M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.97K- 6.09% |
$88.8K - $90K
|
61.1K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
103K+ 12.36% |
$2.32M - $2.35M
|
940K
$21.3M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
87.7K+ 454.9% |
$1.96M - $1.99M
|
107K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.6KNew |
$327K - $331K
|
14.6K
$331K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
5.39K+ 42.71% |
$121K - $122K
|
18K
$409K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
21.8K+ 18.21% |
$488K - $494K
|
141K
$3.21M
|
|