Institutional Ownership Invesco Indx Tr (BSJR)
This table provides information about the institutional ownership of Invesco Indx Tr (BSJR). We have compiled data on the 121 institutions that hold shares in the stock, with a total of 9.31 Million shares, which have been reported (via 13F filing form) to have a value of $211 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
913,181
shares
|
$20.7 Million
0.0% of portfolio
|
Q4 2024
Added 151.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
836,922
shares
|
$19 Million
0.0% of portfolio
|
Q4 2024
Added 16.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
721,523
shares
|
$16.4 Million
0.04% of portfolio
|
Q4 2024
Added 35.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
681,495
shares
|
$15.4 Million
0.01% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
454,531
shares
|
$10.3 Million
0.03% of portfolio
|
Q4 2024
Added 74.73%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
357,059
shares
|
$8.09 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
352,469
shares
|
$7.99 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
351,641
shares
|
$7.97 Million
1.66% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Jan 29, 2025 Q4 2024 |
341,001
shares
|
$7.73 Million
1.7% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
236,836
shares
|
$5.37 Million
0.0% of portfolio
|
Q4 2024
Added 378.5%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
232,296
shares
|
$5.27 Million
0.19% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
218,931
shares
|
$4.96 Million
1.77% of portfolio
|
Q4 2024
Added 29.08%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
208,344
shares
|
$4.72 Million
0.56% of portfolio
|
Q4 2024
Added 11.69%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
156,531
shares
|
$3.55 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
150,845
shares
|
$3.42 Million
0.0% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
129,765
shares
|
$2.94 Million
2.87% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
125,044
shares
|
$2.83 Million
0.07% of portfolio
|
Q4 2024
Added 52.16%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
121,173
shares
|
$2.75 Million
0.0% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Feb 13, 2025 Q4 2024 |
119,512
shares
|
$2.71 Million
2.26% of portfolio
|
Q4 2024
Added 52.96%
|
|
|
Gpm Growth Investors, Inc.
|
Feb 06, 2025 Q4 2024 |
110,068
shares
|
$2.5 Million
1.08% of portfolio
|
Q4 2024
Reduced 41.75%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
107,821
shares
|
$2.44 Million
2.25% of portfolio
|
Q4 2022
Added 2.55%
|
|
|
Paradiem, LLC
|
Jan 17, 2025 Q4 2024 |
107,511
shares
|
$2.44 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
107,369
shares
|
$2.43 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
107,190
shares
|
$2.43 Million
0.0% of portfolio
|
Q4 2024
Added 95.3%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
99,844
shares
|
$2.26 Million
0.0% of portfolio
|
Q4 2024
Added 176.48%
|