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 |
|---|---|---|---|---|---|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
7,824
shares
|
$175,335
0.13% of portfolio
|
Q1 2025
Added 10.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6,920
shares
|
$155,077
0.0% of portfolio
|
Q1 2025
Added 28.86%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
5,734
shares
|
$128,498
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,164
shares
|
$115,725
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
4,895
shares
|
$109,696
0.01% of portfolio
|
Q1 2025
Reduced 97.65%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,490
shares
|
$100,620
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,290
shares
|
$51,318
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
2,212
shares
|
$49,570
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
2,200
shares
|
$49,302
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,152
shares
|
$48,226
0.0% of portfolio
|
Q2 2024
Added 29.95%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
1,885
shares
|
$42,242
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,798
shares
|
$40,293
0.04% of portfolio
|
Q4 2023
Added 223.38%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
1,682
shares
|
$37,693
0.02% of portfolio
|
Q1 2025
Reduced 95.54%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,550
shares
|
$34,735
0.0% of portfolio
|
Q1 2025
Added 251.47%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,550
shares
|
$34,735
0.0% of portfolio
|
Q1 2025
Added 251.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,356
shares
|
$30,387
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
1,290
shares
|
$28,908
0.0% of portfolio
|
Q4 2024
Added 344.83%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
810
shares
|
$18,152
0.01% of portfolio
|
Q1 2025
Added 107.69%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
670
shares
|
$15,014
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
May 05, 2025 Q1 2025 |
484
shares
|
$10,846
0.0% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
274
shares
|
$6,140
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
188
shares
|
$4,213
0.0% of portfolio
|
Q3 2024
Reduced 97.97%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
80
shares
|
$1,792
0.0% of portfolio
|
Q1 2025
Reduced 91.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
33
shares
|
$739
0.0% of portfolio
|
Q4 2024
Added 230.0%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
27
shares
|
$605
0.0% of portfolio
|
Q1 2023
New holding
|