Purchases and Sales Made in Q3 2023 in Invesco Indx Tr (BSJR)
This table provides information about the institutional ownership of Invesco Indx Tr (BSJR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
209KNew |
$4.46M - $4.59M
|
209K
$4.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
108K+ 95.92% |
$2.3M - $2.36M
|
220K
$4.96M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
98.4K+ 98.21% |
$2.1M - $2.16M
|
199K
$4.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
87.8KNew |
$1.87M - $1.92M
|
87.8K
$1.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
61.9K+ 52.82% |
$1.32M - $1.36M
|
179K
$4.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.6K+ 24.78% |
$971K - $999K
|
230K
$5.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
44.3K+ 193.65% |
$944K - $971K
|
67.2K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25K+ 64.05% |
$533K - $549K
|
64.1K
$1.44M
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
24.7KNew |
$527K - $542K
|
24.7K
$557K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
23KNew |
$491K - $505K
|
23K
$518K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.1K+ 8.35% |
$407K - $419K
|
248K
$5.58M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
15.8KNew |
$336K - $346K
|
15.8K
$355K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
15.7K+ 10.01% |
$335K - $344K
|
173K
$3.89M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
14.2KNew |
$303K - $312K
|
14.2K
$320K
|
|
|
Oct 31, 2023
Q3 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
11.6K+ 6.88% |
$248K - $255K
|
181K
$4.07M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.6KNew |
$227K - $233K
|
10.6K
$239K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
10.3KNew |
$218K - $225K
|
10.3K
$231K
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
6.76K+ 41.27% |
$144K - $148K
|
23.1K
$521K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.19K+ 8.12% |
$132K - $136K
|
82.3K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.06K+ 6.05% |
$129K - $133K
|
106K
$2.39M
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
3.21K+ 11.16% |
$68.4K - $70.3K
|
32K
$719K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.85K+ 17.69% |
$39.4K - $40.5K
|
12.3K
$277K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.85KNew |
$39.3K - $40.5K
|
1.85K
$41.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.55K+ 10.49% |
$33K - $33.9K
|
16.3K
$367K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.55K+ 81.98% |
$33K - $33.9K
|
3.43K
$77.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.31K+ 2.35% |
$27.8K - $28.6K
|
56.8K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.3K+ 6.14% |
$27.7K - $28.5K
|
22.5K
$506K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.26K+ 2.56% |
$26.7K - $27.5K
|
50.2K
$1.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1K+ 4.45% |
$21.3K - $21.9K
|
23.5K
$528K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
947+ 5.8% |
$20.2K - $20.7K
|
17.3K
$389K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
935+ 242.23% |
$19.9K - $20.5K
|
1.32K
$29.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
627+ 42.02% |
$13.4K - $13.7K
|
2.12K
$47.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
619+ 1.77% |
$13.2K - $13.6K
|
35.5K
$799K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
594+ 3.62% |
$12.7K - $13K
|
17K
$383K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
556New |
$11.8K - $12.2K
|
556
$12.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
540+ 1.99% |
$11.5K - $11.8K
|
27.7K
$624K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
248+ 2.14% |
$5.28K - $5.43K
|
11.8K
$267K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
248+ 2.14% |
$5.28K - $5.43K
|
11.8K
$267K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200New |
$4.26K - $4.38K
|
200
$4.5K
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
193+ 1.31% |
$4.11K - $4.23K
|
15K
$337K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
148+ 22.56% |
$3.15K - $3.24K
|
804
$18.1K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
69+ 0.74% |
$1.47K - $1.51K
|
9.46K
$213K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5+ 0.05% |
$107 - $110
|
9.99K
$225K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-429- 3.79% |
$9.14K - $9.4K
|
10.9K
$245K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-589- 3.81% |
$12.5K - $12.9K
|
14.9K
$335K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.1K- 0.53% |
$23.4K - $24K
|
207K
$4.65M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.82K- 50.37% |
$38.8K - $39.9K
|
1.79K
$40.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-58.8K- 33.41% |
$1.25M - $1.29M
|
117K
$2.64M
|