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 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.8K- 56.9% |
$264K - $268K
|
8.93K
$203K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
16.7K+ 113.01% |
$373K - $378K
|
31.4K
$712K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.27K+ 9.93% |
$28.5K - $28.9K
|
14.1K
$320K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
6.15K+ 1.75% |
$138K - $140K
|
358K
$8.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.36K- 4.41% |
$97.6K - $98.9K
|
94.4K
$2.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.21KNew |
$49.5K - $50.2K
|
2.21K
$50.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.52KNew |
$213K - $216K
|
9.52K
$216K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.7K- 31.52% |
$842K - $855K
|
81.8K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.57KNew |
$35K - $35.5K
|
1.57K
$35.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1K+ 344.83% |
$22.4K - $22.7K
|
1.29K
$29.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.89KNew |
$42.2K - $42.8K
|
1.89K
$42.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
22.7KNew |
$508K - $515K
|
22.7K
$515K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.8KNew |
$420K - $426K
|
18.8K
$426K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.2KNew |
$49.2K - $49.9K
|
2.2K
$49.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
383+ 1.7% |
$8.57K - $8.69K
|
23K
$521K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
64.1KNew |
$1.43M - $1.45M
|
64.1K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
670New |
$15K - $15.2K
|
670
$15.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
13.8KNew |
$309K - $314K
|
13.8K
$313K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.58K+ 172.68% |
$35.3K - $35.9K
|
2.5K
$56.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
18.5K+ 23.13% |
$414K - $421K
|
98.6K
$2.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23+ 230.0% |
$515 - $522
|
33
$749
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.19K+ 20.47% |
$71.3K - $72.4K
|
18.8K
$426K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
13.1KNew |
$293K - $298K
|
13.1K
$297K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
667New |
$14.9K - $15.1K
|
667
$15.1K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.49KNew |
$99.1K - $102K
|
4.49K
$102K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
23+ 0.19% |
$508 - $523
|
12.2K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.05K- 97.97% |
$200K - $206K
|
188
$4.27K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.36KNew |
$29.9K - $30.8K
|
1.36K
$30.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
5.16KNew |
$114K - $117K
|
5.16K
$117K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
8.85KNew |
$195K - $201K
|
8.85K
$201K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
11.2KNew |
$247K - $255K
|
11.2K
$254K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4.49KNew |
$99K - $102K
|
4.49K
$102K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.2K+ 29.99% |
$380K - $392K
|
74.6K
$1.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.79K+ 23.59% |
$106K - $109K
|
25.1K
$569K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
34+ 1.7% |
$751 - $774
|
2.03K
$46.1K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
34.6KNew |
$757K - $771K
|
34.6K
$786K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
44.1KNew |
$963K - $981K
|
44.1K
$1M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
496+ 29.95% |
$10.8K - $11K
|
2.15K
$48.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.29KNew |
$50.1K - $51K
|
2.29K
$52K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-787- 6.13% |
$17.2K - $17.5K
|
12.1K
$274K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-17.4K- 18.65% |
$386K - $391K
|
76K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.4K+ 12.37% |
$561K - $570K
|
230K
$5.23M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.2K+ 113.73% |
$292K - $296K
|
24.8K
$562K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25New |
$553 - $562
|
25
$567
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.4K- 78.09% |
$31K - $31.5K
|
393
$8.92K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.24K+ 223.38% |
$26.1K - $27.9K
|
1.8K
$40.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
274New |
$5.75K - $6.16K
|
274
$6.22K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
17.1KNew |
$359K - $384K
|
17.1K
$388K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
29New |
$609 - $652
|
29
$658
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
400New |
$8.4K - $9K
|
400
$9.08K
|
|