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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.4K- 78.09% |
$31K - $31.5K
|
393
$8.87K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.24K+ 223.38% |
$26.1K - $27.9K
|
1.8K
$40.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
274New |
$5.75K - $6.16K
|
274
$6.18K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
11.7KNew |
$246K - $263K
|
11.7K
$264K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
17.1KNew |
$359K - $384K
|
17.1K
$385K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
29New |
$609 - $652
|
29
$654
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
400New |
$8.4K - $9K
|
400
$9.02K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.85KNew |
$39.3K - $40.5K
|
1.85K
$41.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5+ 0.05% |
$107 - $110
|
9.99K
$225K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
20.8KNew |
$442K - $455K
|
20.8K
$469K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
801+ 4.03% |
$17K - $17.6K
|
20.7K
$467K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-8K- 88.89% |
$170K - $175K
|
1K
$22.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-5.01K- 9.97% |
$106K - $110K
|
45.2K
$1.02M
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
21.9KNew |
$463K - $489K
|
21.9K
$494K
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
39.8K+ 70.28% |
$842K - $889K
|
96.4K
$2.18M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
40New |
$846 - $894
|
40
$902
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
27New |
$571 - $603
|
27
$609
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
250+ 33.33% |
$5.14K - $5.5K
|
1K
$22.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.83KNew |
$202K - $216K
|
9.83K
$222K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
14.3KNew |
$293K - $313K
|
14.3K
$322K
|
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-11.9K- 44.83% |
$244K - $261K
|
14.6K
$329K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2.69K+ 2.55% |
$55.2K - $59K
|
108K
$2.43M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
SELL
|
- |
-25- 0.1% |
$512 - $570
|
24.3K
$549K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
269+ 1.93% |
$5.51K - $6.13K
|
14.2K
$321K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
274New |
$5.61K - $6.24K
|
274
$6.18K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
97New |
$1.99K - $2.21K
|
97
$2.19K
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-12.5KClosed |
$293K - $318K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-313Closed |
$7.34K - $7.95K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.53KNew |
$38.3K - $39.2K
|
1.53K
$34.5K
|
|
| Q3 2021 | |||||||
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10KClosed |
$253K - $258K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.62KClosed |
$41.1K - $41.7K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-99.2KClosed |
$2.42M - $2.54M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 02, 2024
Q1 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7.24K+ 2495.17% |
$142K - $186K
|
7.53K
$170K
|
|