Purchases and Sales Made in Q4 2024 in Invesco Indx Tr (BSJR)
This table provides information about the institutional ownership of Invesco Indx Tr (BSJR) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
551K+ 151.82% |
$12.3M - $12.5M
|
913K
$20.7M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
194K+ 74.73% |
$4.35M - $4.41M
|
455K
$10.3M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
190K+ 35.71% |
$4.25M - $4.31M
|
722K
$16.4M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
187K+ 378.5% |
$4.19M - $4.25M
|
237K
$5.37M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
157KNew |
$3.5M - $3.55M
|
157K
$3.55M
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
130KNew |
$2.9M - $2.95M
|
130K
$2.94M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
118K+ 16.38% |
$2.64M - $2.67M
|
837K
$19M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
64.1KNew |
$1.43M - $1.45M
|
64.1K
$1.45M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
63.7K+ 176.48% |
$1.43M - $1.45M
|
99.8K
$2.26M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
52.3K+ 95.3% |
$1.17M - $1.19M
|
107K
$2.43M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.8K+ 130.65% |
$1.11M - $1.13M
|
88K
$1.99M
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
49.3K+ 29.08% |
$1.1M - $1.12M
|
219K
$4.96M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.6K+ 7.68% |
$1.09M - $1.1M
|
681K
$15.4M
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
48K+ 110.06% |
$1.07M - $1.09M
|
91.7K
$2.08M
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
45.9KNew |
$1.03M - $1.04M
|
45.9K
$1.04M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
44.6KNew |
$997K - $1.01M
|
44.6K
$1.01M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
42.9K+ 52.16% |
$959K - $973K
|
125K
$2.83M
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
41.4K+ 52.96% |
$926K - $939K
|
120K
$2.71M
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
27.4K+ 8.73% |
$612K - $621K
|
341K
$7.73M
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
22.7KNew |
$508K - $515K
|
22.7K
$515K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
21.9KNew |
$489K - $497K
|
21.9K
$496K
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
21.8K+ 11.69% |
$488K - $495K
|
208K
$4.72M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
21.1K+ 83.95% |
$472K - $479K
|
46.2K
$1.05M
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
20.6K+ 26.35% |
$461K - $468K
|
98.8K
$2.24M
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
19.3KNew |
$431K - $438K
|
19.3K
$437K
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.8KNew |
$420K - $426K
|
18.8K
$425K
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
18.5K+ 23.13% |
$414K - $421K
|
98.6K
$2.24M
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
17.6KNew |
$395K - $400K
|
17.6K
$400K
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
16.2KNew |
$362K - $367K
|
16.2K
$367K
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
14.8K+ 133.51% |
$330K - $335K
|
25.8K
$586K
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
13.9KNew |
$311K - $315K
|
13.9K
$315K
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
13.8KNew |
$309K - $314K
|
13.8K
$313K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.7K+ 137.65% |
$306K - $311K
|
23.7K
$536K
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
13.1KNew |
$293K - $298K
|
13.1K
$297K
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
12.4KNew |
$277K - $281K
|
12.4K
$280K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.1KNew |
$271K - $275K
|
12.1K
$274K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
11.6K+ 5.24% |
$259K - $263K
|
232K
$5.27M
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
11.4KNew |
$254K - $258K
|
11.4K
$257K
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
10.8KNew |
$242K - $245K
|
10.8K
$245K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.1K+ 7.15% |
$225K - $229K
|
151K
$3.42M
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
9.81K+ 2.87% |
$219K - $223K
|
352K
$7.97M
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
9.55K+ 26.4% |
$214K - $217K
|
45.7K
$1.04M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.19K+ 8.21% |
$206K - $209K
|
121K
$2.75M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.18KNew |
$205K - $208K
|
9.18K
$208K
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
7.17K+ 12.74% |
$160K - $163K
|
63.4K
$1.44M
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
5.96K+ 35.3% |
$133K - $135K
|
22.8K
$517K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.9K+ 49.48% |
$132K - $134K
|
17.8K
$404K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.29K+ 6.09% |
$118K - $120K
|
92.3K
$2.09M
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.67K+ 36.76% |
$105K - $106K
|
17.4K
$394K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.6K+ 13.76% |
$103K - $104K
|
38K
$862K
|