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 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.5K+ 11.67% |
$101K - $102K
|
43.1K
$977K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.83K+ 6.1% |
$85.7K - $86.9K
|
66.6K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
3.49K+ 38.22% |
$78.1K - $79.3K
|
12.6K
$286K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.48K+ 9.18% |
$77.9K - $79.1K
|
41.4K
$939K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.38K+ 91.31% |
$75.7K - $76.8K
|
7.09K
$161K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.19K+ 20.47% |
$71.3K - $72.4K
|
18.8K
$425K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.93K+ 5.94% |
$65.6K - $66.6K
|
52.3K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
2.35K+ 13.42% |
$52.5K - $53.2K
|
19.8K
$449K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.34K+ 24.08% |
$52.2K - $53K
|
12K
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.2KNew |
$49.2K - $49.9K
|
2.2K
$49.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.89KNew |
$42.2K - $42.8K
|
1.89K
$42.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.88KNew |
$42K - $42.7K
|
1.88K
$42.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.87K+ 53.38% |
$41.8K - $42.4K
|
5.37K
$122K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.58K+ 172.68% |
$35.3K - $35.9K
|
2.5K
$56.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.57KNew |
$35K - $35.5K
|
1.57K
$35.5K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.2K+ 2.08% |
$26.9K - $27.3K
|
59.1K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.18K+ 3.62% |
$26.5K - $26.9K
|
33.9K
$768K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1K+ 344.83% |
$22.4K - $22.7K
|
1.29K
$29.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
976+ 3.22% |
$21.8K - $22.2K
|
31.3K
$710K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
898New |
$20.1K - $20.4K
|
898
$20.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
767+ 1.56% |
$17.2K - $17.4K
|
50K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
750+ 17.0% |
$16.8K - $17K
|
5.16K
$117K
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
670New |
$15K - $15.2K
|
670
$15.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
667New |
$14.9K - $15.1K
|
667
$15.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
535+ 1.13% |
$12K - $12.1K
|
48K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
458+ 2.29% |
$10.2K - $10.4K
|
20.5K
$465K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
455+ 3.22% |
$10.2K - $10.3K
|
14.6K
$331K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
383+ 1.7% |
$8.57K - $8.69K
|
23K
$520K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
256+ 191.04% |
$5.73K - $5.81K
|
390
$8.84K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
172+ 1.36% |
$3.85K - $3.9K
|
12.8K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
160+ 1.94% |
$3.58K - $3.63K
|
8.4K
$190K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
141+ 0.89% |
$3.15K - $3.2K
|
15.9K
$361K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
102+ 0.48% |
$2.28K - $2.32K
|
21.2K
$480K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23+ 230.0% |
$515 - $522
|
33
$748
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
9+ 1.92% |
$201 - $204
|
477
$10.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-299- 2.76% |
$6.69K - $6.79K
|
10.5K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-351- 3.86% |
$7.85K - $7.97K
|
8.73K
$198K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-768- 4.27% |
$17.2K - $17.4K
|
17.2K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.5K- 0.69% |
$55.9K - $56.7K
|
357K
$8.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.07K- 4.67% |
$68.7K - $69.7K
|
62.6K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.17K- 19.97% |
$116K - $117K
|
20.7K
$470K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.51K- 1.81% |
$146K - $148K
|
352K
$7.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.15K- 6.25% |
$160K - $162K
|
107K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.6K- 16.23% |
$282K - $286K
|
65.1K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-13K- 14.4% |
$291K - $295K
|
77.3K
$1.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-27.4K- 28.37% |
$612K - $621K
|
69.1K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-39.1K- 43.92% |
$874K - $887K
|
49.9K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-78.9K- 41.75% |
$1.76M - $1.79M
|
110K
$2.5M
|