Heritage Trust CO Invesco Bulletshares 2027 Muni Transaction History

Heritage Trust CO

  • $911 Million
  • Q3 2025

A detailed history of Heritage Trust CO transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Heritage Trust CO holds 18,148 shares of BSMR stock, worth $429,563. This represents 0.05% of its overall portfolio holdings.

Number of Shares
18,148
Previous 16,134 12.48%
Holding current value
$429,563
Previous $378,000 13.49%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$23.46 - $23.77 $47,248 - $47,872
2,014 Added 12.48%
18,148 $429,000
Q2 2025

Aug 12, 2025
SELL
$23.03 - $23.64 $19,114 - $19,621
-830 Reduced 4.89%
16,134 $378,000
Q1 2025

May 09, 2025
BUY
$23.49 - $23.77 $143,852 - $145,567
6,124 Added 56.49%
16,964 $399,000
Q4 2024

Feb 13, 2025
BUY
$23.55 - $23.9 $255,282 - $259,075
10,840 New
10,840 $255,000

Others Institutions Holding BSMR

# of Institutions
130
Shares Held
8.16M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2027 MUNI

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