Purchases and Sales Made in Q1 2023 in Invesco Indx Tr (BSJR)
This table provides information about the institutional ownership of Invesco Indx Tr (BSJR) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO INDX TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
108K+ 248.97% |
$2.29M - $2.41M
|
151K
$3.41M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
60KNew |
$1.27M - $1.34M
|
60K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.5K+ 166.31% |
$1.24M - $1.31M
|
93.6K
$2.11M
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
39.8K+ 70.28% |
$842K - $889K
|
96.4K
$2.17M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
34K+ 56.28% |
$718K - $758K
|
94.3K
$2.12M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
28.8KNew |
$608K - $642K
|
28.8K
$648K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
28.1KNew |
$594K - $628K
|
28.1K
$633K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28K+ 200.9% |
$592K - $625K
|
41.9K
$943K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24K+ 40.73% |
$508K - $537K
|
83K
$1.87M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.8K+ 241.01% |
$482K - $509K
|
32.2K
$726K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
21.9KNew |
$463K - $489K
|
21.9K
$493K
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
21.2KNew |
$448K - $473K
|
21.2K
$477K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
20.8KNew |
$440K - $464K
|
20.8K
$468K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
19.9KNew |
$420K - $444K
|
19.9K
$447K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.2K+ 37.0% |
$385K - $406K
|
67.3K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.4K+ 11.82% |
$325K - $344K
|
145K
$3.28M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.2KNew |
$301K - $318K
|
14.2K
$320K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.6K+ 16.33% |
$266K - $280K
|
89.4K
$2.01M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.46K+ 43.9% |
$200K - $211K
|
31K
$698K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
9KNew |
$190K - $201K
|
9K
$203K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6.84K+ 14.46% |
$145K - $153K
|
54.2K
$1.22M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.55K+ 31.84% |
$139K - $146K
|
27.1K
$611K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
5.44K+ 19.41% |
$115K - $121K
|
33.5K
$754K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.17KNew |
$88.2K - $93.2K
|
4.17K
$94K
|
|
|
Apr 11, 2023
Q1 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
3.27K+ 4.26% |
$69.2K - $73.1K
|
80K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.86K+ 23.89% |
$60.6K - $63.9K
|
14.8K
$334K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.86K+ 3.75% |
$60.5K - $63.8K
|
79.1K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.72K+ 5.81% |
$57.6K - $60.8K
|
49.5K
$1.12M
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
2.25K+ 4.69% |
$47.6K - $50.2K
|
50.2K
$1.13M
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.35K+ 8.68% |
$28.6K - $30.2K
|
16.9K
$381K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.23K+ 6.61% |
$26.1K - $27.5K
|
19.9K
$448K
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
318+ 1.36% |
$6.73K - $7.1K
|
23.7K
$534K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
229+ 1.94% |
$4.85K - $5.12K
|
12K
$271K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
40New |
$846 - $894
|
40
$901
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
27New |
$571 - $603
|
27
$608
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-6- 1.53% |
$127 - $134
|
386
$8.7K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-445- 3.08% |
$9.42K - $9.94K
|
14K
$315K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-686- 54.4% |
$14.5K - $15.3K
|
575
$13K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.33K- 1.6% |
$49.2K - $51.9K
|
143K
$3.23M
|