Purchases and Sales Made in Q2 2024 in Invesco Indx Tr (BSJR)
This table provides information about the institutional ownership of Invesco Indx Tr (BSJR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
119K+ 46.6% |
$2.6M - $2.65M
|
374K
$8.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
94.4K+ 102.83% |
$2.06M - $2.1M
|
186K
$4.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
91.5KNew |
$2M - $2.04M
|
91.5K
$2.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
72.9K+ 31.18% |
$1.59M - $1.62M
|
307K
$6.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
58.4K+ 22.62% |
$1.28M - $1.3M
|
316K
$7.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
50K+ 18.33% |
$1.09M - $1.11M
|
323K
$7.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
44.1KNew |
$963K - $981K
|
44.1K
$992K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36.4KNew |
$795K - $809K
|
36.4K
$818K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
34.6KNew |
$757K - $771K
|
34.6K
$779K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34.5K+ 44.15% |
$755K - $769K
|
113K
$2.54M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
32.9KNew |
$719K - $732K
|
32.9K
$740K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
26.7K+ 13.14% |
$583K - $594K
|
230K
$5.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
22.9K+ 93.25% |
$501K - $511K
|
47.5K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.6K+ 8.82% |
$493K - $502K
|
278K
$6.26M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.6K+ 8.82% |
$493K - $502K
|
278K
$6.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.3KNew |
$444K - $452K
|
20.3K
$457K
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
19.8KNew |
$433K - $441K
|
19.8K
$446K
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
18.4K+ 39.11% |
$402K - $410K
|
65.5K
$1.47M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
17.9KNew |
$392K - $399K
|
17.9K
$403K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.6K+ 12.07% |
$340K - $347K
|
145K
$3.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
15.5KNew |
$338K - $344K
|
15.5K
$348K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.7K+ 41.15% |
$322K - $328K
|
50.5K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.8KNew |
$302K - $308K
|
13.8K
$311K
|
|
|
Aug 02, 2024
Q2 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
11.8K+ 6.45% |
$257K - $262K
|
194K
$4.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.1K+ 23.99% |
$243K - $247K
|
57.4K
$1.29M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
9.86K+ 7.21% |
$216K - $219K
|
147K
$3.3M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
9.73K+ 5.38% |
$213K - $217K
|
191K
$4.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
9.6K+ 198.78% |
$210K - $214K
|
14.4K
$325K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.3K+ 32.98% |
$203K - $207K
|
37.5K
$844K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.86K+ 18.56% |
$194K - $197K
|
56.6K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.83K+ 2.26% |
$193K - $197K
|
400K
$9M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.53K+ 51.35% |
$186K - $190K
|
25.1K
$565K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
6.84K+ 14.52% |
$150K - $152K
|
53.9K
$1.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.93K+ 114.39% |
$108K - $110K
|
9.24K
$208K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.61K+ 25.21% |
$101K - $103K
|
22.9K
$515K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.01K+ 6.81% |
$87.6K - $89.2K
|
62.9K
$1.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.58K+ 292.08% |
$78.1K - $79.6K
|
4.8K
$108K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.39K+ 3.22% |
$74K - $75.4K
|
109K
$2.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.87K+ 3.55% |
$62.8K - $64K
|
83.9K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.82K+ 133.97% |
$61.6K - $62.8K
|
4.93K
$111K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.33K+ 4.65% |
$50.9K - $51.8K
|
52.4K
$1.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.29KNew |
$50.1K - $51K
|
2.29K
$51.5K
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.12K+ 11.82% |
$46.4K - $47.2K
|
20.1K
$452K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2KNew |
$43.7K - $44.5K
|
2K
$45K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.78K+ 6.3% |
$39K - $39.7K
|
30.1K
$677K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.77KNew |
$38.6K - $39.3K
|
1.77K
$39.8K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.77KNew |
$38.6K - $39.3K
|
1.77K
$39.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.59K+ 74.85% |
$34.7K - $35.3K
|
3.71K
$83.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.3K+ 11.05% |
$28.4K - $28.9K
|
13K
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.19K+ 4.1% |
$26.1K - $26.5K
|
30.3K
$682K
|