Latest Institutional Purchases of Invesco Bulletshares 2025 Muni (BSMP)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2025 Muni (BSMP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3KNew |
$71.7K - $73.7K
|
3K
$73.8K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.44K+ 1.96% |
$82.5K - $84.1K
|
179K
$4.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
389+ 1.15% |
$9.34K - $9.51K
|
34.1K
$839K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
143+ 0.57% |
$3.43K - $3.5K
|
25.4K
$624K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
65+ 0.66% |
$1.56K - $1.59K
|
9.85K
$242K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
477+ 0.98% |
$11.5K - $11.8K
|
49K
$1.2M
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
78.3KNew |
$1.89M - $1.93M
|
78.3K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
42.7KNew |
$1.03M - $1.05M
|
42.7K
$1.05M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
12.3KNew |
$298K - $305K
|
12.3K
$304K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.46KNew |
$35.4K - $36.1K
|
1.46K
$36K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
700New |
$16.9K - $17.3K
|
700
$17.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
18+ 0.18% |
$435 - $445
|
10.1K
$248K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
40.9KNew |
$971K - $1M
|
40.9K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20KNew |
$476K - $491K
|
20K
$493K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
7.54K+ 47.72% |
$179K - $185K
|
23.3K
$574K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.13KNew |
$50.6K - $52.2K
|
2.13K
$52.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.03KNew |
$24.5K - $25.7K
|
1.03K
$25.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
770New |
$18.3K - $19.2K
|
770
$18.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
12.9K+ 55.86% |
$313K - $321K
|
36.1K
$888K
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.88KNew |
$239K - $245K
|
9.88K
$243K
|
|
|
Jul 26, 2022
Q2 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
8.81KNew |
$213K - $219K
|
8.81K
$217K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.26KNew |
$200K - $205K
|
8.26K
$203K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.01KNew |
$24.9K - $26.1K
|
1.01K
$24.7K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
16New |
$413 - $417
|
16
$394
|
|
| Q1 2020 | |||||||
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.97KNew |
$45.3K - $50.8K
|
1.97K
$48.3K
|
|