Purchases and Sales Made in Q4 2023 in Invesco Indx Tr (BSJR)
This table provides information about the institutional ownership of Invesco Indx Tr (BSJR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
193K+ 164.41% |
$4.05M - $4.33M
|
310K
$6.98M
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
120KNew |
$2.52M - $2.7M
|
120K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
98.9K+ 93.2% |
$2.08M - $2.22M
|
205K
$4.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
95.6K+ 932.23% |
$2.01M - $2.15M
|
106K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
93.4KNew |
$1.96M - $2.1M
|
93.4K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
88.2K+ 38.41% |
$1.85M - $1.98M
|
318K
$7.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.2K+ 78.0% |
$1.35M - $1.44M
|
147K
$3.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
54.5K+ 320.51% |
$1.15M - $1.23M
|
71.6K
$1.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
52.1KNew |
$1.09M - $1.17M
|
52.1K
$1.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
43.6K+ 176.37% |
$917K - $982K
|
68.4K
$1.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
42.1KNew |
$885K - $948K
|
42.1K
$949K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
28.4K+ 126.4% |
$597K - $639K
|
50.9K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
26.2K+ 46.17% |
$551K - $590K
|
83.1K
$1.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19K+ 28.25% |
$399K - $427K
|
86.2K
$1.94M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
17.1KNew |
$359K - $384K
|
17.1K
$385K
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
16.8K+ 8.03% |
$353K - $378K
|
226K
$5.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
16.4K+ 9.15% |
$344K - $369K
|
196K
$4.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.3K+ 149.28% |
$341K - $366K
|
27.2K
$612K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12.6K+ 54.72% |
$265K - $284K
|
35.6K
$803K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
11.7KNew |
$246K - $263K
|
11.7K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.6KNew |
$244K - $261K
|
11.6K
$261K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.62KNew |
$202K - $216K
|
9.62K
$217K
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
9.09KNew |
$191K - $205K
|
9.09K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.09K+ 43.11% |
$149K - $159K
|
23.5K
$530K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
6.8K+ 29.39% |
$143K - $153K
|
29.9K
$675K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
5.27K+ 35.37% |
$111K - $118K
|
20.2K
$454K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
5.19K+ 3.0% |
$109K - $117K
|
178K
$4.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.01K+ 21.34% |
$105K - $113K
|
28.5K
$642K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.6K+ 4.1% |
$75.5K - $80.9K
|
91.4K
$2.06M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.31K+ 22.13% |
$69.6K - $74.5K
|
18.3K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.2K+ 1.55% |
$67.1K - $71.9K
|
210K
$4.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.11KNew |
$44.2K - $47.3K
|
2.11K
$47.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.08K+ 21.99% |
$43.7K - $46.8K
|
11.5K
$260K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
2.04K+ 188.61% |
$42.8K - $45.8K
|
3.12K
$70.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.95K+ 975.0% |
$41K - $43.9K
|
2.15K
$48.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.91K+ 16.1% |
$40K - $42.9K
|
13.8K
$310K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.91K+ 16.1% |
$40K - $42.9K
|
13.8K
$310K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.78K+ 10.89% |
$37.3K - $39.9K
|
18.1K
$407K
|
|
|
Feb 05, 2024
Q4 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
1.65K+ 0.91% |
$34.7K - $37.1K
|
182K
$4.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.57KNew |
$32.9K - $35.2K
|
1.57K
$35.3K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.24K+ 223.38% |
$26.1K - $27.9K
|
1.8K
$40.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
716+ 20.85% |
$15K - $16.1K
|
4.15K
$93.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
637+ 1.79% |
$13.4K - $14.3K
|
36.1K
$814K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
543+ 3.14% |
$11.4K - $12.2K
|
17.8K
$402K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
526+ 4.94% |
$11K - $11.8K
|
11.2K
$252K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
401+ 1.25% |
$8.42K - $9.02K
|
32.4K
$729K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
400New |
$8.4K - $9K
|
400
$9.01K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
290New |
$6.09K - $6.52K
|
290
$6.53K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
274New |
$5.75K - $6.16K
|
274
$6.17K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
219+ 0.79% |
$4.6K - $4.93K
|
28K
$630K
|