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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
456K+ 291.02% |
$10.2M - $10.3M
|
612K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.11K+ 251.47% |
$24.8K - $25.2K
|
1.55K
$35.2K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
24.7K+ 10.42% |
$553K - $560K
|
262K
$5.93M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
78.6K+ 171.98% |
$1.76M - $1.78M
|
124K
$2.82M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.82K+ 5.23% |
$108K - $109K
|
97.1K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
15.3KNew |
$344K - $348K
|
15.3K
$348K
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
19.5KNew |
$436K - $442K
|
19.5K
$442K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.36K+ 69.25% |
$142K - $144K
|
15.5K
$352K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
483+ 3.03% |
$10.8K - $11K
|
16.4K
$372K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.46K- 3.22% |
$77.5K - $78.5K
|
104K
$2.36M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
112K+ 127.58% |
$2.51M - $2.55M
|
200K
$4.54M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
49+ 0.23% |
$1.1K - $1.11K
|
21.2K
$482K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
541+ 1.73% |
$12.1K - $12.3K
|
31.8K
$722K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.19K+ 59.38% |
$161K - $163K
|
19.3K
$438K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.55K+ 28.86% |
$34.7K - $35.2K
|
6.92K
$157K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
25.7K+ 226.75% |
$577K - $584K
|
37.1K
$842K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-36K- 95.54% |
$806K - $817K
|
1.68K
$38.2K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
196K+ 28.8% |
$4.4M - $4.45M
|
878K
$19.9M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.89K+ 17.97% |
$42.3K - $42.9K
|
12.4K
$282K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-818- 91.09% |
$18.3K - $18.6K
|
80
$1.82K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-203K- 97.65% |
$4.56M - $4.62M
|
4.9K
$111K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.28K+ 5.83% |
$28.6K - $28.9K
|
23.2K
$525K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-9.86K- 2.89% |
$221K - $224K
|
331K
$7.51M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.3K+ 3.09% |
$499K - $505K
|
744K
$16.9M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.99KNew |
$224K - $227K
|
9.99K
$227K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.29K+ 18.15% |
$96.1K - $97.4K
|
27.9K
$634K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7+ 1.47% |
$157 - $159
|
484
$11K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
28.7K+ 69.31% |
$643K - $651K
|
70.1K
$1.59M
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
3.39K+ 3.08% |
$76K - $77K
|
113K
$2.57M
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
87.1KNew |
$1.95M - $1.98M
|
87.1K
$1.98M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
203K+ 2328.08% |
$4.55M - $4.61M
|
212K
$4.81M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2.8K+ 12.27% |
$62.7K - $63.5K
|
25.6K
$581K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
11K+ 24.7% |
$247K - $250K
|
55.6K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
3.08K+ 15.52% |
$68.9K - $69.8K
|
22.9K
$520K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2.6K+ 18.74% |
$58.3K - $59.1K
|
16.5K
$374K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-633- 3.68% |
$14.2K - $14.4K
|
16.6K
$376K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.2K- 7.14% |
$564K - $571K
|
327K
$7.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.05K+ 3.09% |
$23.5K - $23.8K
|
34.9K
$792K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2+ 0.04% |
$44.8 - $45.4
|
5.16K
$117K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.73KNew |
$128K - $130K
|
5.73K
$130K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
28.6K+ 231.24% |
$641K - $649K
|
41K
$929K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
57.1K+ 26.07% |
$1.28M - $1.29M
|
276K
$6.26M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
255+ 1.24% |
$5.71K - $5.79K
|
20.8K
$471K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.31K+ 9.38% |
$96.5K - $97.7K
|
50.2K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.2K+ 18.31% |
$49.3K - $50K
|
14.2K
$323K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
3.5K+ 3.82% |
$78.5K - $79.5K
|
95.2K
$2.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-30.1K- 23.2% |
$674K - $683K
|
99.7K
$2.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
750+ 1.13% |
$16.8K - $17K
|
67.3K
$1.53M
|