Purchases and Sales Made in Q4 2024 in Invesco Indx Tr (BSJR)
This table provides information about the institutional ownership of Invesco Indx Tr (BSJR) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO INDX TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
130KNew |
$2.9M - $2.95M
|
130K
$2.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
49.3K+ 29.08% |
$1.1M - $1.12M
|
219K
$4.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
45.9KNew |
$1.03M - $1.04M
|
45.9K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
44.6KNew |
$997K - $1.01M
|
44.6K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
27.4K+ 8.73% |
$612K - $621K
|
341K
$7.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
21.9KNew |
$489K - $497K
|
21.9K
$495K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
21.1K+ 83.95% |
$472K - $479K
|
46.2K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
20.6K+ 26.35% |
$461K - $468K
|
98.8K
$2.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
18.5K+ 23.13% |
$414K - $421K
|
98.6K
$2.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
14.8K+ 133.51% |
$330K - $335K
|
25.8K
$584K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
13.8KNew |
$309K - $314K
|
13.8K
$312K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.7K+ 137.65% |
$306K - $311K
|
23.7K
$535K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
13.1KNew |
$293K - $298K
|
13.1K
$296K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
12.4KNew |
$277K - $281K
|
12.4K
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
11.6K+ 5.24% |
$259K - $263K
|
232K
$5.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
10.8KNew |
$242K - $245K
|
10.8K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
9.81K+ 2.87% |
$219K - $223K
|
352K
$7.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
7.17K+ 12.74% |
$160K - $163K
|
63.4K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
5.96K+ 35.3% |
$133K - $135K
|
22.8K
$516K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.9K+ 49.48% |
$132K - $134K
|
17.8K
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.67K+ 36.76% |
$105K - $106K
|
17.4K
$393K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.83K+ 6.1% |
$85.7K - $86.9K
|
66.6K
$1.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.48K+ 9.18% |
$77.9K - $79.1K
|
41.4K
$936K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.38K+ 91.31% |
$75.7K - $76.8K
|
7.09K
$160K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.19K+ 20.47% |
$71.3K - $72.4K
|
18.8K
$424K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.93K+ 5.94% |
$65.6K - $66.6K
|
52.3K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
2.35K+ 13.42% |
$52.5K - $53.2K
|
19.8K
$448K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.58K+ 172.68% |
$35.3K - $35.9K
|
2.5K
$56.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.18K+ 3.62% |
$26.5K - $26.9K
|
33.9K
$766K
|
|
|
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
$708K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
767+ 1.56% |
$17.2K - $17.4K
|
50K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
670New |
$15K - $15.2K
|
670
$15.1K
|
|
|
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 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
458+ 2.29% |
$10.2K - $10.4K
|
20.5K
$464K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
256+ 191.04% |
$5.73K - $5.81K
|
390
$8.82K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23+ 230.0% |
$515 - $522
|
33
$746
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-299- 2.76% |
$6.69K - $6.79K
|
10.5K
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-768- 4.27% |
$17.2K - $17.4K
|
17.2K
$389K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.17K- 19.97% |
$116K - $117K
|
20.7K
$468K
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-13K- 14.4% |
$291K - $295K
|
77.3K
$1.75M
|