Purchases and Sales Made in Q1 2024 in Invesco Indx Tr (BSJR)
This table provides information about the institutional ownership of Invesco Indx Tr (BSJR) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
255KNew |
$5.65M - $5.74M
|
255K
$5.76M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
245K+ 167.08% |
$5.42M - $5.5M
|
391K
$8.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
BUY
|
- |
108KNew |
$2.38M - $2.42M
|
108K
$2.42M
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
86.6KNew |
$1.92M - $1.95M
|
86.6K
$1.95M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
74.2K+ 23.34% |
$1.64M - $1.67M
|
392K
$8.83M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
67.4K+ 32.8% |
$1.49M - $1.51M
|
273K
$6.15M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
57.7K+ 29.14% |
$1.28M - $1.3M
|
256K
$5.76M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
57.7K+ 29.14% |
$1.28M - $1.3M
|
256K
$5.76M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
57.2K+ 28.48% |
$1.27M - $1.28M
|
258K
$5.81M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
37.9K+ 188.04% |
$839K - $851K
|
58K
$1.31M
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
37.9K+ 416.65% |
$838K - $851K
|
47K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.4K+ 12.37% |
$561K - $570K
|
230K
$5.19M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
24.6KNew |
$544K - $552K
|
24.6K
$554K
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
23.4K+ 34.25% |
$518K - $526K
|
91.8K
$2.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.1K+ 70.46% |
$423K - $430K
|
46.3K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.9K+ 160.6% |
$397K - $403K
|
29.1K
$656K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
17.2K+ 57.31% |
$380K - $385K
|
47.1K
$1.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
16.6K+ 13.81% |
$367K - $373K
|
137K
$3.08M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.8K+ 15.11% |
$305K - $310K
|
105K
$2.37M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.2K+ 113.73% |
$292K - $296K
|
24.8K
$558K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.2K+ 52.08% |
$271K - $275K
|
35.8K
$806K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12.1K+ 33.97% |
$268K - $272K
|
47.8K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.7KNew |
$260K - $264K
|
11.7K
$265K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.46K+ 13.22% |
$209K - $213K
|
81K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
8.02K+ 50.85% |
$178K - $180K
|
23.8K
$536K
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
7.8K+ 3.45% |
$173K - $175K
|
234K
$5.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
7.37K+ 3.77% |
$163K - $165K
|
203K
$4.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.99K+ 72.65% |
$155K - $157K
|
16.6K
$374K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.73K+ 12.91% |
$149K - $151K
|
58.9K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.63K+ 13.02% |
$147K - $149K
|
57.5K
$1.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
6.31K+ 19.5% |
$140K - $142K
|
38.7K
$871K
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
4.93K+ 11.7% |
$109K - $111K
|
47.1K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.31KNew |
$95.4K - $96.8K
|
4.31K
$97.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
3.12K+ 237.34% |
$69.1K - $70.1K
|
4.44K
$99.9K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.88K+ 1.62% |
$63.8K - $64.7K
|
181K
$4.07M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.87K+ 30.35% |
$63.4K - $64.4K
|
12.3K
$277K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.05K+ 95.35% |
$45.4K - $46K
|
4.2K
$94.6K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.71K+ 54.99% |
$37.9K - $38.5K
|
4.83K
$109K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.52KNew |
$33.7K - $34.2K
|
1.52K
$34.3K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.22KNew |
$27.1K - $27.5K
|
1.22K
$27.6K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
771+ 0.94% |
$17.1K - $17.3K
|
82.9K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
709+ 1.44% |
$15.7K - $15.9K
|
50.1K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
470+ 2.64% |
$10.4K - $10.6K
|
18.3K
$412K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
453New |
$10K - $10.2K
|
453
$10.2K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
438+ 2.42% |
$9.69K - $9.84K
|
18.5K
$417K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
344+ 1.23% |
$7.61K - $7.73K
|
28.3K
$638K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
247+ 28.82% |
$5.47K - $5.55K
|
1.1K
$24.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
102+ 0.88% |
$2.26K - $2.29K
|
11.6K
$262K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
89+ 5.68% |
$1.97K - $2K
|
1.66K
$37.3K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25New |
$553 - $562
|
25
$563
|