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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.23K+ 30.14% |
$95.9K - $96.7K
|
18.3K
$413K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-4.19K- 8.41% |
$94.9K - $95.8K
|
45.7K
$1.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
2.12KNew |
$48K - $48.4K
|
2.12K
$47.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
335+ 1.71% |
$7.58K - $7.65K
|
20K
$452K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.8K+ 8.71% |
$470K - $475K
|
259K
$5.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-900- 1.36% |
$20.4K - $20.6K
|
65.3K
$1.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-2.23K- 1.82% |
$50.4K - $50.9K
|
120K
$2.72M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.9K+ 31.1% |
$179K - $181K
|
33.3K
$753K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
10.1KNew |
$228K - $231K
|
10.1K
$228K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.31K+ 1.4% |
$29.6K - $29.8K
|
94.9K
$2.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.68K+ 69.65% |
$129K - $130K
|
13.8K
$313K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2K+ 3.9% |
$45.3K - $45.7K
|
53.2K
$1.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-431- 1.37% |
$9.76K - $9.85K
|
31K
$700K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-75.3K- 47.96% |
$1.64M - $1.71M
|
81.7K
$1.85M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.99KNew |
$43.4K - $45.2K
|
1.99K
$45K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
14.9K+ 11.95% |
$324K - $337K
|
139K
$3.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4.38KNew |
$95.5K - $99.4K
|
4.38K
$99K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.79KNew |
$60.9K - $63.4K
|
2.79K
$63.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-7.9K- 27.79% |
$172K - $179K
|
20.5K
$464K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
443New |
$9.66K - $10.1K
|
443
$10K
|
|
|
Aug 12, 2025
Q2 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
136K+ 156.4% |
$2.97M - $3.09M
|
223K
$5.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.09K+ 3287.88% |
$23.7K - $24.6K
|
1.12K
$25.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
7.48K+ 6.99% |
$163K - $170K
|
114K
$2.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
110KNew |
$2.39M - $2.49M
|
110K
$2.48M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.26K- 7.65% |
$27.4K - $28.5K
|
15.2K
$343K
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
905+ 6.87% |
$19.7K - $20.6K
|
14.1K
$318K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
39+ 0.76% |
$851 - $886
|
5.2K
$118K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-4.44K- 19.39% |
$96.8K - $101K
|
18.5K
$417K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-523- 5.49% |
$11.4K - $11.9K
|
9K
$203K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
23.2KNew |
$506K - $527K
|
23.2K
$525K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.38KNew |
$30.1K - $31.4K
|
1.38K
$31.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradiem, LLC
|
SELL
|
- |
-9- 0.01% |
$196 - $204
|
97.8K
$2.21M
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
645New |
$14.4K - $14.6K
|
645
$14.6K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.11K+ 251.47% |
$24.8K - $25.2K
|
1.55K
$35K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.43K+ 5.48% |
$76.9K - $77.9K
|
66.1K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 7.48% |
$24.5K - $24.8K
|
13.5K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
76.4K+ 153.21% |
$1.71M - $1.73M
|
126K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-8.96K- 37.64% |
$201K - $203K
|
14.8K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.11K+ 251.47% |
$24.8K - $25.2K
|
1.55K
$35K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.6KNew |
$327K - $331K
|
14.6K
$330K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.36K+ 69.25% |
$142K - $144K
|
15.5K
$351K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.55K+ 28.86% |
$34.7K - $35.2K
|
6.92K
$156K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-818- 91.09% |
$18.3K - $18.6K
|
80
$1.81K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.73KNew |
$128K - $130K
|
5.73K
$130K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.8K- 56.9% |
$264K - $268K
|
8.93K
$202K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
16.7K+ 113.01% |
$373K - $378K
|
31.4K
$710K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.21KNew |
$49.5K - $50.2K
|
2.21K
$50K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.57KNew |
$35K - $35.5K
|
1.57K
$35.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.89KNew |
$42.2K - $42.8K
|
1.89K
$42.6K
|
|