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 82 institutions that hold shares in the stock, with a total of 5.59 Million shares, which have been reported (via 13F filing form) to have a value of $127 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
17,931
shares
|
$406,854
0.05% of portfolio
|
Q2 2024
New holding
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
15,572
shares
|
$353,328
0.0% of portfolio
|
Q2 2024
Reduced 5.22%
|
|
Koss Olinger Consulting, LLC
|
Aug 06, 2024 Q2 2024 |
15,467
shares
|
$350,946
0.03% of portfolio
|
Q2 2024
New holding
|
|
Ballew Advisors, Inc
|
Jul 17, 2024 Q2 2024 |
14,649
shares
|
$332,385
0.23% of portfolio
|
Q2 2024
Reduced 62.12%
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
14,434
shares
|
$327,507
0.08% of portfolio
|
Q2 2024
Added 198.78%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
14,221
shares
|
$322,674
0.03% of portfolio
|
Q3 2022
Added 1.93%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
13,825
shares
|
$313,689
0.0% of portfolio
|
Q2 2024
New holding
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
13,047
shares
|
$296,036
0.02% of portfolio
|
Q2 2024
Added 11.05%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
12,170
shares
|
$276,137
0.01% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
Moneco Advisors, LLC
Fairfield, CT |
Jul 19, 2024 Q2 2024 |
12,054
shares
|
$273,505
0.04% of portfolio
|
Q2 2024
Reduced 6.13%
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 12, 2024 Q2 2024 |
11,747
shares
|
$266,539
0.15% of portfolio
|
Q2 2024
Added 0.95%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
9,240
shares
|
$209,655
0.0% of portfolio
|
Q2 2024
Added 114.39%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
4,925
shares
|
$111,748
0.05% of portfolio
|
Q2 2024
Added 133.97%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
4,799
shares
|
$108,889
0.01% of portfolio
|
Q2 2024
Added 292.08%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
4,428
shares
|
$100,471
0.01% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
4,400
shares
|
$99,836
0.0% of portfolio
|
Q2 2024
Added 4.76%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
3,916
shares
|
$88,854
0.0% of portfolio
|
Q2 2024
Added 0.56%
|
|
Horizons Wealth Management
Asheville, NC |
Jul 22, 2024 Q2 2024 |
3,705
shares
|
$84,066
0.07% of portfolio
|
Q2 2024
Added 74.85%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
2,290
shares
|
$51,960
0.01% of portfolio
|
Q2 2024
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,152
shares
|
$48,828
0.0% of portfolio
|
Q2 2024
Added 29.95%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
1,998
shares
|
$45,334
0.01% of portfolio
|
Q2 2024
New holding
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,798
shares
|
$40,796
0.04% of portfolio
|
Q4 2023
Added 223.38%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
1,767
shares
|
$40,093
0.0% of portfolio
|
Q2 2024
New holding
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
1,059
shares
|
$24,028
0.0% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 09, 2024 Q2 2024 |
461
shares
|
$10,460
0.0% of portfolio
|
Q2 2024
Added 1.77%
|