Latest Institutional Transactions on Invesco Indx Tr (BSJR)
This table provides information on the latest institutional transactions involving Invesco Indx Tr (BSJR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
16.2KNew |
$362K - $367K
|
16.2K
$367K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
383+ 1.7% |
$8.57K - $8.69K
|
23K
$520K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
64.1KNew |
$1.43M - $1.45M
|
64.1K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
157KNew |
$3.5M - $3.55M
|
157K
$3.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-78.9K- 41.75% |
$1.76M - $1.79M
|
110K
$2.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
750+ 17.0% |
$16.8K - $17K
|
5.16K
$117K
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
48K+ 110.06% |
$1.07M - $1.09M
|
91.7K
$2.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
63.7K+ 176.48% |
$1.43M - $1.45M
|
99.8K
$2.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
670New |
$15K - $15.2K
|
670
$15.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.34K+ 24.08% |
$52.2K - $53K
|
12K
$273K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
44.6KNew |
$997K - $1.01M
|
44.6K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.58K+ 172.68% |
$35.3K - $35.9K
|
2.5K
$56.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
13.8KNew |
$309K - $314K
|
13.8K
$313K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.48K+ 9.18% |
$77.9K - $79.1K
|
41.4K
$938K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
5.96K+ 35.3% |
$133K - $135K
|
22.8K
$517K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
130KNew |
$2.9M - $2.95M
|
130K
$2.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
18.5K+ 23.13% |
$414K - $421K
|
98.6K
$2.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.19K+ 20.47% |
$71.3K - $72.4K
|
18.8K
$425K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23+ 230.0% |
$515 - $522
|
33
$748
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
458+ 2.29% |
$10.2K - $10.4K
|
20.5K
$465K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.7K+ 137.65% |
$306K - $311K
|
23.7K
$536K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
27.4K+ 8.73% |
$612K - $621K
|
341K
$7.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
2.35K+ 13.42% |
$52.5K - $53.2K
|
19.8K
$449K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-768- 4.27% |
$17.2K - $17.4K
|
17.2K
$390K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
13.1KNew |
$293K - $298K
|
13.1K
$297K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.17K- 19.97% |
$116K - $117K
|
20.7K
$470K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
45.9KNew |
$1.03M - $1.04M
|
45.9K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
14.8K+ 133.51% |
$330K - $335K
|
25.8K
$585K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
767+ 1.56% |
$17.2K - $17.4K
|
50K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-299- 2.76% |
$6.69K - $6.79K
|
10.5K
$238K
|
|
|
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
$709K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
7.17K+ 12.74% |
$160K - $163K
|
63.4K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.9K+ 49.48% |
$132K - $134K
|
17.8K
$404K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
10.8KNew |
$242K - $245K
|
10.8K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
11.6K+ 5.24% |
$259K - $263K
|
232K
$5.26M
|
|
|
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 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.93K+ 5.94% |
$65.6K - $66.6K
|
52.3K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.83K+ 6.1% |
$85.7K - $86.9K
|
66.6K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
9.81K+ 2.87% |
$219K - $223K
|
352K
$7.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
12.4KNew |
$277K - $281K
|
12.4K
$280K
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-13K- 14.4% |
$291K - $295K
|
77.3K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
256+ 191.04% |
$5.73K - $5.81K
|
390
$8.84K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
49.3K+ 29.08% |
$1.1M - $1.12M
|
219K
$4.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
21.9KNew |
$489K - $497K
|
21.9K
$496K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
20.6K+ 26.35% |
$461K - $468K
|
98.8K
$2.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.18K+ 3.62% |
$26.5K - $26.9K
|
33.9K
$768K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.67K+ 36.76% |
$105K - $106K
|
17.4K
$394K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.38K+ 91.31% |
$75.7K - $76.8K
|
7.09K
$161K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
21.1K+ 83.95% |
$472K - $479K
|
46.2K
$1.05M
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.49KNew |
$99.1K - $102K
|
4.49K
$102K
|
|