Institutional Ownership Invesco Indx Tr (BSJR)
This table provides information about the institutional ownership of Invesco Indx Tr (BSJR). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 7.46 Million shares, which have been reported (via 13F filing form) to have a value of $167 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
78,133
shares
|
$1.75 Million
1.55% of portfolio
|
Q3 2024
Added 19.33%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
77,684
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2024
Reduced 31.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,603
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Added 29.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
67,289
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Added 49.12%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
65,713
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
62,750
shares
|
$1.4 Million
0.1% of portfolio
|
Q3 2024
Added 16.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
57,936
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Added 10.59%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
56,278
shares
|
$1.26 Million
0.25% of portfolio
|
Q3 2024
Added 18.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
54,885
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
49,495
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.72%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
49,396
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2024
Added 50.24%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
49,251
shares
|
$1.1 Million
0.63% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
47,505
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2024
Added 23.52%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 06, 2024 Q3 2024 |
43,646
shares
|
$976,797
0.25% of portfolio
|
Q3 2024
Added 120.32%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
38,585
shares
|
$863,532
0.01% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
38,150
shares
|
$853,797
0.0% of portfolio
|
Q3 2024
Added 51.81%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
37,921
shares
|
$848,671
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
36,160
shares
|
$809,260
0.16% of portfolio
|
Q3 2024
Added 634.21%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
36,113
shares
|
$808,208
0.0% of portfolio
|
Q3 2024
Added 161.22%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
34,622
shares
|
$774,840
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
33,441
shares
|
$748,409
0.01% of portfolio
|
Q3 2024
Added 10.38%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
32,693
shares
|
$731,669
0.01% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
30,323
shares
|
$678,628
0.02% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
25,890
shares
|
$579,418
0.02% of portfolio
|
Q3 2024
Reduced 19.66%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
25,138
shares
|
$562,588
0.06% of portfolio
|
Q3 2024
Added 40.19%
|