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 |
|---|---|---|---|---|---|---|---|
|
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
$15.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.58K+ 172.68% |
$35.3K - $35.9K
|
2.5K
$56.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.19K+ 20.47% |
$71.3K - $72.4K
|
18.8K
$424K
|
|
|
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 | |||||||
|
Oct 10, 2025
Q3 2024
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-15.1KClosed |
$334K - $344K
|
0
$0
|
|
|
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
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.36KNew |
$29.9K - $30.8K
|
1.36K
$30.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4.49KNew |
$99K - $102K
|
4.49K
$101K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.79K+ 23.59% |
$106K - $109K
|
25.1K
$567K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
34+ 1.7% |
$751 - $774
|
2.03K
$45.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.2K+ 29.99% |
$380K - $392K
|
74.6K
$1.69M
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
496+ 29.95% |
$10.8K - $11K
|
2.15K
$48.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-787- 6.13% |
$17.2K - $17.5K
|
12.1K
$273K
|
|
| 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
$5.21M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.2K+ 113.73% |
$292K - $296K
|
24.8K
$560K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25New |
$553 - $562
|
25
$565
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.4K- 78.09% |
$31K - $31.5K
|
393
$8.89K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.24K+ 223.38% |
$26.1K - $27.9K
|
1.8K
$40.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
274New |
$5.75K - $6.16K
|
274
$6.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
17.1KNew |
$359K - $384K
|
17.1K
$386K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
29New |
$609 - $652
|
29
$656
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
400New |
$8.4K - $9K
|
400
$9.04K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.85KNew |
$39.3K - $40.5K
|
1.85K
$41.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5+ 0.05% |
$107 - $110
|
9.99K
$226K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
20.8KNew |
$442K - $455K
|
20.8K
$470K
|
|
|
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
$495K
|
|
|
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
|
Advisor Net Financial, Inc
|
BUY
|
- |
27New |
$571 - $603
|
27
$610
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
40New |
$846 - $894
|
40
$904
|
|
| Q4 2022 | |||||||
|
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
$330K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2.69K+ 2.55% |
$55.2K - $59K
|
108K
$2.44M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
274New |
$5.61K - $6.24K
|
274
$6.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
SELL
|
- |
-25- 0.1% |
$512 - $570
|
24.3K
$550K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
269+ 1.93% |
$5.51K - $6.13K
|
14.2K
$322K
|
|
|
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
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.53KNew |
$38.3K - $39.2K
|
1.53K
$34.6K
|
|
| 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
|
|