Purchases and Sales Made in Q2 2023 in Invesco Indx Tr (BSJR)
This table provides information about the institutional ownership of Invesco Indx Tr (BSJR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
148K+ 246.18% |
$3.14M - $3.24M
|
208K
$4.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
140K+ 156.02% |
$2.96M - $3.06M
|
229K
$5.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
134K+ 320.39% |
$2.85M - $2.94M
|
176K
$3.91M
|
|
|
Jul 28, 2023
Q2 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
89.1K+ 111.28% |
$1.89M - $1.95M
|
169K
$3.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.4K+ 42.24% |
$710K - $732K
|
113K
$2.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.6K+ 21.5% |
$692K - $714K
|
184K
$4.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
22.9K+ 24.33% |
$487K - $503K
|
117K
$2.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.9KNew |
$486K - $502K
|
22.9K
$508K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
22.5KNew |
$478K - $493K
|
22.5K
$499K
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
20.8KNew |
$442K - $455K
|
20.8K
$461K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.1K+ 20.6% |
$363K - $375K
|
100K
$2.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
16.4KNew |
$349K - $360K
|
16.4K
$365K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
13.9K+ 9.68% |
$294K - $304K
|
157K
$3.49M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.3KNew |
$241K - $248K
|
11.3K
$251K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.5KNew |
$222K - $229K
|
10.5K
$232K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.98KNew |
$212K - $219K
|
9.98K
$222K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
9.39KNew |
$199K - $206K
|
9.39K
$208K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.81K+ 13.08% |
$187K - $193K
|
76.1K
$1.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.1K+ 26.12% |
$172K - $177K
|
39.1K
$868K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.51K+ 6.95% |
$138K - $143K
|
100K
$2.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.89KNew |
$40.1K - $41.4K
|
1.89K
$41.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.59K+ 10.68% |
$33.7K - $34.7K
|
16.4K
$365K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.48K+ 10.57% |
$31.4K - $32.4K
|
15.5K
$344K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.44K+ 4.3% |
$30.6K - $31.5K
|
34.9K
$775K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.38K+ 2.56% |
$29.4K - $30.3K
|
55.5K
$1.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.24K+ 11.95% |
$26.3K - $27.1K
|
11.6K
$257K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
801+ 4.03% |
$17K - $17.6K
|
20.7K
$459K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
542+ 3.81% |
$11.5K - $11.9K
|
14.8K
$328K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
92+ 0.34% |
$1.96K - $2.02K
|
27.2K
$604K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
81+ 14.09% |
$1.72K - $1.78K
|
656
$14.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22New |
$468 - $482
|
22
$488
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-520- 3.08% |
$11.1K - $11.4K
|
16.4K
$364K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-555- 13.31% |
$11.8K - $12.2K
|
3.62K
$80.3K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-597- 1.21% |
$12.7K - $13.1K
|
48.9K
$1.09M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-947- 5.48% |
$20.1K - $20.8K
|
16.3K
$363K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.16K- 15.67% |
$45.8K - $47.2K
|
11.6K
$257K
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-3.52K- 17.74% |
$74.8K - $77.2K
|
16.3K
$363K
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-5.01K- 9.97% |
$106K - $110K
|
45.2K
$1M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-8K- 88.89% |
$170K - $175K
|
1K
$22.2K
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-8.91K- 37.6% |
$189K - $195K
|
14.8K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-129K- 88.7% |
$2.74M - $2.83M
|
16.4K
$365K
|
|