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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
52,845
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2025
Added 38.92%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
51,299
shares
|
$1.15 Million
0.65% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
50,206
shares
|
$1.13 Million
0.57% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
40,964
shares
|
$918,003
0.35% of portfolio
|
Q1 2025
Added 231.24%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
37,102
shares
|
$831,455
0.15% of portfolio
|
Q1 2025
Added 226.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
35,137
shares
|
$787,420
0.0% of portfolio
|
Q1 2025
Added 16.31%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
34,924
shares
|
$782,646
0.01% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
34,622
shares
|
$775,879
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
31,840
shares
|
$713,534
0.02% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
31,396
shares
|
$703,584
0.47% of portfolio
|
Q1 2025
Added 113.01%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Apr 21, 2025 Q1 2025 |
28,602
shares
|
$640,970
0.42% of portfolio
|
Q1 2025
Added 76.8%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
28,441
shares
|
$637,362
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
27,943
shares
|
$626,202
0.02% of portfolio
|
Q1 2025
Added 18.15%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
25,624
shares
|
$574,233
0.13% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,089
shares
|
$562,244
0.0% of portfolio
|
Q3 2024
Added 23.59%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
23,150
shares
|
$518,791
0.01% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
22,900
shares
|
$513,189
0.01% of portfolio
|
Q1 2025
Added 15.52%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
22,704
shares
|
$508,796
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
22,630
shares
|
$507,138
0.12% of portfolio
|
Q1 2025
Reduced 12.41%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
21,243
shares
|
$476,055
0.05% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
4 Thought Financial Group Inc.
|
Apr 23, 2025 Q1 2025 |
20,756
shares
|
$465,141
0.31% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
19,940
shares
|
$446,855
0.19% of portfolio
|
Q1 2025
Added 13.06%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
19,471
shares
|
$436,345
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
19,287
shares
|
$432,221
0.02% of portfolio
|
Q1 2025
Added 59.38%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
18,760
shares
|
$420,411
0.0% of portfolio
|
Q4 2024
Added 20.47%
|