Institutional Ownership Invesco Indx Tr (BSJR)
This table provides information about the institutional ownership of Invesco Indx Tr (BSJR). We have compiled data on the 122 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $254 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
1,255,475
shares
|
$28.1 Million
0.3% of portfolio
|
Q1 2025
Reduced 95.54%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
913,181
shares
|
$20.5 Million
0.0% of portfolio
|
Q4 2024
Added 151.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
877,789
shares
|
$19.7 Million
0.01% of portfolio
|
Q1 2025
Added 28.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
836,922
shares
|
$18.7 Million
0.0% of portfolio
|
Q4 2024
Added 16.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
743,788
shares
|
$16.7 Million
0.03% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
454,531
shares
|
$10.2 Million
0.03% of portfolio
|
Q4 2024
Added 74.73%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
357,792
shares
|
$8.01 Million
1.73% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
357,059
shares
|
$8 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
331,138
shares
|
$7.42 Million
1.55% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
327,295
shares
|
$7.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
276,002
shares
|
$6.18 Million
1.99% of portfolio
|
Q1 2025
Added 26.07%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
236,836
shares
|
$5.31 Million
0.0% of portfolio
|
Q4 2024
Added 378.5%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
212,020
shares
|
$4.75 Million
0.22% of portfolio
|
Q1 2025
Added 2328.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
156,531
shares
|
$3.51 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
150,845
shares
|
$3.38 Million
0.0% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
125,044
shares
|
$2.8 Million
0.07% of portfolio
|
Q4 2024
Added 52.16%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
121,173
shares
|
$2.71 Million
0.0% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Feb 13, 2025 Q4 2024 |
119,512
shares
|
$2.68 Million
2.26% of portfolio
|
Q4 2024
Added 52.96%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
115,030
shares
|
$2.58 Million
0.16% of portfolio
|
Q1 2025
Reduced 50.48%
|
|
|
Gpm Growth Investors, Inc.
|
May 02, 2025 Q1 2025 |
113,461
shares
|
$2.54 Million
1.16% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
107,821
shares
|
$2.42 Million
2.25% of portfolio
|
Q4 2022
Added 2.55%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
107,369
shares
|
$2.41 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
107,190
shares
|
$2.4 Million
0.0% of portfolio
|
Q4 2024
Added 95.3%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
99,844
shares
|
$2.24 Million
0.0% of portfolio
|
Q4 2024
Added 176.48%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
99,664
shares
|
$2.23 Million
2.56% of portfolio
|
Q1 2025
Reduced 23.2%
|