Integrated Wealth Concepts LLC Invesco Indx Tr Transaction History

Integrated Wealth Concepts LLC

$10.1 Billion
Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 52,586 shares of BSJR stock, worth $1.19 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

52,586

Previous 52,193 0.75%

Holding current value

$1.19 Million

Previous $1.19 Million 0.84%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$22.64 - $22.85 $8,897 - $8,980	393 Added 0.75%	52,586 $1.2 Million
Q2 2025 Aug 14, 2025	SELL	$21.81 - $22.71 $14,220 - $14,806	-652 Reduced 1.23%	52,193 $1.19 Million
Q1 2025 May 15, 2025	BUY	$22.4 - $22.69 $331,609 - $335,902	14,804 Added 38.92%	52,845 $1.18 Million
Q4 2024 Feb 14, 2025	BUY	$22.37 - $22.7 $102,902 - $104,420	4,600 Added 13.76%	38,041 $852,000
Q3 2024 Nov 14, 2024	BUY	$22.08 - $22.75 $69,441 - $71,548	3,145 Added 10.38%	33,441 $759,000

Q2 2024 Aug 14, 2024	BUY	$21.86 - $22.26 $26,057 - $26,533	1,192 Added 4.1%	30,296 $668,000
Q1 2024 May 15, 2024	BUY	$22.13 - $22.46 $396,923 - $402,842	17,936 Added 160.6%	29,104 $647,000
Q4 2023 Feb 13, 2024	BUY	$21.0 - $22.49 $11,046 - $11,829	526 Added 4.94%	11,168 $249,000
Q3 2023 Nov 15, 2023	BUY	$21.3 - $21.91 $226,674 - $233,166	10,642 New	10,642 $227,000

Others Institutions Holding BSJR

# of Institutions

149

Shares Held

18.2M

Call Options Held

Put Options Held

View Full List

About INVESCO INDX TR

Ticker BSJR
Sector ETFs
Industry ETFs

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Integrated Wealth Concepts LLC Invesco Indx Tr Transaction History