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 71 institutions that hold shares in the stock, with a total of 4.79 Million shares, which have been reported (via 13F filing form) to have a value of $106 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
392,005
shares
|
$8.67 Million
0.0% of portfolio
|
Q1 2024
Added 23.34%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
391,370
shares
|
$8.66 Million
0.0% of portfolio
|
Q1 2024
Added 167.08%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
272,815
shares
|
$6.03 Million
0.0% of portfolio
|
Q1 2024
Added 32.8%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
258,040
shares
|
$5.71 Million
0.02% of portfolio
|
Q1 2024
Added 28.48%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
255,780
shares
|
$5.66 Million
0.0% of portfolio
|
Q1 2024
Added 29.14%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
255,441
shares
|
$5.65 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 03, 2024 Q1 2024 |
233,881
shares
|
$5.17 Million
1.2% of portfolio
|
Q1 2024
Added 3.45%
|
|
Ironwood Financial, LLC
|
Apr 17, 2024 Q1 2024 |
202,877
shares
|
$4.49 Million
1.04% of portfolio
|
Q1 2024
Added 3.77%
|
|
Gpm Growth Investors, Inc.
|
Feb 05, 2024 Q4 2023 |
182,391
shares
|
$4.03 Million
2.0% of portfolio
|
Q4 2023
Added 0.91%
|
|
Advisory Alpha, LLC
|
May 06, 2024 Q1 2024 |
180,822
shares
|
$4 Million
0.17% of portfolio
|
Q1 2024
Added 1.62%
|
|
Rovin Capital
|
Apr 22, 2024 Q1 2024 |
136,752
shares
|
$3.02 Million
1.25% of portfolio
|
Q1 2024
Added 13.81%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
128,996
shares
|
$2.85 Million
0.0% of portfolio
|
Q1 2024
Reduced 38.5%
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
107,821
shares
|
$2.39 Million
2.25% of portfolio
|
Q4 2022
Added 2.55%
|
|
Paradiem, LLC
|
Apr 22, 2024 Q1 2024 |
107,532
shares
|
$2.38 Million
0.61% of portfolio
|
Q1 2024
New holding
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
105,164
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2024
Added 15.11%
|
|
Ima Wealth, Inc.
Wichita, KS |
Apr 24, 2024 Q1 2024 |
91,811
shares
|
$2.03 Million
0.97% of portfolio
|
Q1 2024
Added 34.25%
|
|
S.E.E.D. Planning Group LLC
|
Apr 16, 2024 Q1 2024 |
86,623
shares
|
$1.92 Million
0.72% of portfolio
|
Q1 2024
New holding
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
83,092
shares
|
$1.84 Million
0.06% of portfolio
|
Q4 2023
Added 46.17%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
81,030
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2024
Added 13.22%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
78,623
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2024
Reduced 74.63%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
78,199
shares
|
$1.73 Million
0.02% of portfolio
|
Q1 2024
Reduced 9.3%
|
|
Flow Traders U.S. LLC
New York, NY |
May 15, 2024 Q1 2024 |
76,019
shares
|
$1.68 Million
0.09% of portfolio
|
Q1 2024
Reduced 18.65%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
58,855
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2024
Added 12.91%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
58,042
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2024
Added 188.04%
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
57,519
shares
|
$1.27 Million
0.07% of portfolio
|
Q1 2024
Added 13.02%
|