Purchases and Sales Made in Q4 2022 in Invesco Indx Tr (BSJR)
This table provides information about the institutional ownership of Invesco Indx Tr (BSJR) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
145KNew |
$2.99M - $3.2M
|
145K
$3.28M
|
|
|
Jan 10, 2023
Q4 2022
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
76.8KNew |
$1.58M - $1.69M
|
76.8K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
60.3KNew |
$1.24M - $1.33M
|
60.3K
$1.36M
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
56.6KNew |
$1.16M - $1.25M
|
56.6K
$1.28M
|
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
48KNew |
$986K - $1.05M
|
48K
$1.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
47.3KNew |
$973K - $1.04M
|
47.3K
$1.07M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
28KNew |
$576K - $616K
|
28K
$631K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
23.1K+ 42.84% |
$474K - $507K
|
76.9K
$1.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.2K+ 26.93% |
$333K - $356K
|
76.2K
$1.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.1K+ 48.8% |
$331K - $354K
|
49.2K
$1.11M
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
15.6KNew |
$320K - $342K
|
15.6K
$350K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
14.3KNew |
$293K - $313K
|
14.3K
$321K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12KNew |
$246K - $263K
|
12K
$270K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.4KNew |
$213K - $228K
|
10.4K
$233K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.3K+ 41.61% |
$212K - $227K
|
35.2K
$792K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.83KNew |
$202K - $216K
|
9.83K
$222K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.45KNew |
$194K - $208K
|
9.45K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.81K+ 17.57% |
$181K - $194K
|
59K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.45K+ 14.76% |
$153K - $164K
|
57.9K
$1.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.67K+ 15.03% |
$117K - $125K
|
43.4K
$978K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.37K+ 7.76% |
$69.3K - $74.1K
|
46.8K
$1.05M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.93K+ 18.6% |
$60.1K - $64.3K
|
18.6K
$420K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2.69K+ 2.55% |
$55.2K - $59K
|
108K
$2.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.07K+ 11.19% |
$42.6K - $45.5K
|
20.6K
$463K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
831New |
$17.1K - $18.3K
|
831
$18.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
542+ 3.9% |
$11.1K - $11.9K
|
14.4K
$325K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
467+ 0.36% |
$9.6K - $10.3K
|
130K
$2.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
428+ 2.03% |
$8.8K - $9.41K
|
21.5K
$485K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
250+ 33.33% |
$5.14K - $5.5K
|
1K
$22.5K
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
90+ 0.39% |
$1.85K - $1.98K
|
23.4K
$527K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-1- 0.25% |
$20.6 - $22
|
392
$8.83K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-680- 35.03% |
$14K - $15K
|
1.26K
$28.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-11.9K- 44.83% |
$244K - $261K
|
14.6K
$329K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-64.2K- 82.19% |
$1.32M - $1.41M
|
13.9K
$314K
|