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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
119,482
shares
|
$2.68 Million
0.01% of portfolio
|
Q1 2025
Added 77.57%
|
|
|
Gpm Growth Investors, Inc.
|
May 02, 2025 Q1 2025 |
113,461
shares
|
$2.54 Million
1.16% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
107,821
shares
|
$2.42 Million
2.25% of portfolio
|
Q4 2022
Added 2.55%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
106,995
shares
|
$2.4 Million
2.14% of portfolio
|
Q1 2025
Added 454.9%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
103,908
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
99,664
shares
|
$2.23 Million
2.56% of portfolio
|
Q1 2025
Reduced 23.2%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
98,636
shares
|
$2.21 Million
1.23% of portfolio
|
Q4 2024
Added 23.13%
|
|
|
Paradiem, LLC
|
Apr 22, 2025 Q1 2025 |
97,856
shares
|
$2.19 Million
0.63% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
97,078
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Apr 22, 2025 Q1 2025 |
95,186
shares
|
$2.13 Million
0.53% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
94,438
shares
|
$2.12 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Kaye Capital Management
El Segundo, CA |
May 02, 2025 Q1 2025 |
87,108
shares
|
$1.95 Million
0.92% of portfolio
|
Q1 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
83,290
shares
|
$1.87 Million
0.08% of portfolio
|
Q1 2025
Added 73.38%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,603
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Added 29.99%
|
|
|
S.E.E.D. Planning Group LLC
|
Apr 08, 2025 Q1 2025 |
74,511
shares
|
$1.67 Million
0.58% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
73,184
shares
|
$1.64 Million
0.45% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
70,103
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2025
Added 69.31%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
67,330
shares
|
$1.51 Million
0.11% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
66,075
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
65,755
shares
|
$1.47 Million
0.26% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
64,459
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
61,113
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
55,563
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Added 24.7%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
55,220
shares
|
$1.24 Million
0.06% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
53,192
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
Added 23.45%
|