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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
23+ 0.19% |
$508 - $523
|
12.2K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
441New |
$9.74K - $10K
|
441
$9.99K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.05K- 97.97% |
$200K - $206K
|
188
$4.26K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.2K+ 49.12% |
$489K - $504K
|
67.3K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.36KNew |
$29.9K - $30.8K
|
1.36K
$30.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
441New |
$9.74K - $10K
|
441
$9.99K
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
5.16KNew |
$114K - $117K
|
5.16K
$117K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
8.85KNew |
$195K - $201K
|
8.85K
$201K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
11.2KNew |
$247K - $255K
|
11.2K
$254K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4.49KNew |
$99K - $102K
|
4.49K
$102K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradiem, LLC
|
SELL
|
- |
-21- 0.02% |
$464 - $478
|
108K
$2.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.3KNew |
$493K - $508K
|
22.3K
$506K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.2K+ 29.99% |
$380K - $392K
|
74.6K
$1.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.79K+ 23.59% |
$106K - $109K
|
25.1K
$569K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
34+ 1.7% |
$751 - $774
|
2.03K
$46K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
90+ 0.61% |
$1.99K - $2.05K
|
14.7K
$334K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
44.1KNew |
$963K - $981K
|
44.1K
$999K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
34.6KNew |
$757K - $771K
|
34.6K
$785K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
496+ 29.95% |
$10.8K - $11K
|
2.15K
$48.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.29KNew |
$50.1K - $51K
|
2.29K
$51.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-787- 6.13% |
$17.2K - $17.5K
|
12.1K
$273K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
8.02K+ 50.85% |
$178K - $180K
|
23.8K
$539K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-17.4K- 18.65% |
$386K - $391K
|
76K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.4K+ 12.37% |
$561K - $570K
|
230K
$5.22M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.2K+ 113.73% |
$292K - $296K
|
24.8K
$562K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25New |
$553 - $562
|
25
$567
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.4K- 78.09% |
$31K - $31.5K
|
393
$8.91K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.24K+ 223.38% |
$26.1K - $27.9K
|
1.8K
$40.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
274New |
$5.75K - $6.16K
|
274
$6.21K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
17.1KNew |
$359K - $384K
|
17.1K
$387K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
29New |
$609 - $652
|
29
$657
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
400New |
$8.4K - $9K
|
400
$9.06K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.85KNew |
$39.3K - $40.5K
|
1.85K
$41.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5+ 0.05% |
$107 - $110
|
9.99K
$226K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
20.8KNew |
$442K - $455K
|
20.8K
$471K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-8K- 88.89% |
$170K - $175K
|
1K
$22.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-5.01K- 9.97% |
$106K - $110K
|
45.2K
$1.02M
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
21.9KNew |
$463K - $489K
|
21.9K
$496K
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
39.8K+ 70.28% |
$842K - $889K
|
96.4K
$2.19M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
40New |
$846 - $894
|
40
$906
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
27New |
$571 - $603
|
27
$612
|
|
| Q4 2022 | |||||||
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.83KNew |
$202K - $216K
|
9.83K
$223K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
14.3KNew |
$293K - $313K
|
14.3K
$323K
|
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-11.9K- 44.83% |
$244K - $261K
|
14.6K
$331K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2.69K+ 2.55% |
$55.2K - $59K
|
108K
$2.44M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
274New |
$5.61K - $6.24K
|
274
$6.21K
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
SELL
|
- |
-25- 0.1% |
$512 - $570
|
24.3K
$551K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
269+ 1.93% |
$5.51K - $6.13K
|
14.2K
$322K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
97New |
$1.99K - $2.21K
|
97
$2.2K
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-12.5KClosed |
$293K - $318K
|
0
$0
|
|