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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
49.3K+ 29.08% |
$1.1M - $1.12M
|
219K
$4.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
45.9KNew |
$1.03M - $1.04M
|
45.9K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
21.9KNew |
$489K - $497K
|
21.9K
$494K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
21.1K+ 83.95% |
$472K - $479K
|
46.2K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
20.6K+ 26.35% |
$461K - $468K
|
98.8K
$2.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
14.8K+ 133.51% |
$330K - $335K
|
25.8K
$584K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
12.4KNew |
$277K - $281K
|
12.4K
$279K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
11.6K+ 5.24% |
$259K - $263K
|
232K
$5.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
10.8KNew |
$242K - $245K
|
10.8K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
9.81K+ 2.87% |
$219K - $223K
|
352K
$7.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
7.17K+ 12.74% |
$160K - $163K
|
63.4K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.9K+ 49.48% |
$132K - $134K
|
17.8K
$402K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.67K+ 36.76% |
$105K - $106K
|
17.4K
$393K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.83K+ 6.1% |
$85.7K - $86.9K
|
66.6K
$1.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.38K+ 91.31% |
$75.7K - $76.8K
|
7.09K
$160K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.93K+ 5.94% |
$65.6K - $66.6K
|
52.3K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.18K+ 3.62% |
$26.5K - $26.9K
|
33.9K
$765K
|
|
|
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
$707K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
767+ 1.56% |
$17.2K - $17.4K
|
50K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
667New |
$14.9K - $15.1K
|
667
$15.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
256+ 191.04% |
$5.73K - $5.81K
|
390
$8.81K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-299- 2.76% |
$6.69K - $6.79K
|
10.5K
$238K
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-13K- 14.4% |
$291K - $295K
|
77.3K
$1.75M
|