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 126 institutions that hold shares in the stock, with a total of 13 Million shares, which have been reported (via 13F filing form) to have a value of $292 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
1,255,475
shares
|
$28.1 Million
0.3% of portfolio
|
Q1 2025
Reduced 95.54%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
957,244
shares
|
$21.5 Million
0.0% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
940,396
shares
|
$21.1 Million
0.0% of portfolio
|
Q1 2025
Added 12.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
877,789
shares
|
$19.7 Million
0.01% of portfolio
|
Q1 2025
Added 28.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
743,788
shares
|
$16.7 Million
0.03% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
612,065
shares
|
$13.7 Million
0.01% of portfolio
|
Q1 2025
Added 291.02%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
463,462
shares
|
$10.4 Million
0.03% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
357,792
shares
|
$8.02 Million
1.73% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
340,877
shares
|
$7.64 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
331,138
shares
|
$7.42 Million
1.55% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
327,295
shares
|
$7.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
289,911
shares
|
$6.5 Million
0.22% of portfolio
|
Q1 2025
Added 152.03%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
276,002
shares
|
$6.19 Million
1.99% of portfolio
|
Q1 2025
Added 26.07%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
262,600
shares
|
$5.88 Million
0.0% of portfolio
|
Q1 2025
Added 163.01%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
261,524
shares
|
$5.86 Million
0.0% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
212,020
shares
|
$4.75 Million
0.22% of portfolio
|
Q1 2025
Added 2328.08%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
200,254
shares
|
$4.49 Million
0.01% of portfolio
|
Q1 2025
Added 127.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
157,038
shares
|
$3.52 Million
0.0% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
141,277
shares
|
$3.17 Million
2.73% of portfolio
|
Q1 2025
Added 18.21%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
140,688
shares
|
$3.15 Million
0.0% of portfolio
|
Q1 2025
Added 16.11%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
137,137
shares
|
$3.07 Million
0.07% of portfolio
|
Q1 2025
Added 9.67%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
132,536
shares
|
$2.97 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
126,309
shares
|
$2.83 Million
0.0% of portfolio
|
Q1 2025
Added 153.21%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
124,315
shares
|
$2.79 Million
0.53% of portfolio
|
Q1 2025
Added 171.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
123,630
shares
|
$2.77 Million
0.0% of portfolio
|
Q1 2025
Added 15.34%
|