Latest Institutional Transactions on Invesco Bulletshares 2027 Muni (BSMR)
This table provides information on the latest institutional transactions involving Invesco Bulletshares 2027 Muni (BSMR) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.51K+ 157.97% |
$58.8K - $59.6K
|
4.09K
$96.9K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.69K+ 1.58% |
$39.6K - $40.2K
|
109K
$2.57M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.36K+ 24.8% |
$219K - $222K
|
47.1K
$1.11M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.77KNew |
$135K - $137K
|
5.77K
$136K
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
9.98K+ 54.15% |
$234K - $237K
|
28.4K
$672K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
51+ 0.6% |
$1.2K - $1.21K
|
8.62K
$204K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.6K+ 32.77% |
$84.5K - $85.6K
|
14.6K
$345K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
45K+ 400.88% |
$1.06M - $1.07M
|
56.2K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
214KNew |
$5.03M - $5.09M
|
214K
$5.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.04K- 2.76% |
$47.8K - $48.5K
|
71.9K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.77K+ 2.64% |
$65K - $65.8K
|
108K
$2.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.7K+ 16.3% |
$509K - $516K
|
155K
$3.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.2K+ 41.51% |
$263K - $267K
|
38.3K
$905K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.2K+ 6.31% |
$381K - $386K
|
274K
$6.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.1K+ 1.88% |
$236K - $239K
|
547K
$12.9M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.2K+ 3.15% |
$122K - $124K
|
170K
$4.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.05K+ 0.52% |
$24.6K - $24.9K
|
202K
$4.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.66K+ 5.69% |
$227K - $230K
|
180K
$4.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.07K+ 8.22% |
$95.4K - $96.6K
|
53.5K
$1.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.26K+ 14.31% |
$52.9K - $53.6K
|
18K
$426K
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18.6K+ 12.58% |
$436K - $442K
|
166K
$3.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.6K- 7.25% |
$37.6K - $38.1K
|
20.5K
$485K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.22K+ 13.78% |
$52.1K - $52.8K
|
18.3K
$434K
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.29K- 4.94% |
$53.6K - $54.3K
|
44K
$1.04M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.79KNew |
$159K - $161K
|
6.79K
$161K
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
44.2K+ 56.39% |
$1.04M - $1.05M
|
123K
$2.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.6KNew |
$319K - $323K
|
13.6K
$322K
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3.19K+ 14.13% |
$74.9K - $75.9K
|
25.8K
$610K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
46.5K+ 10.42% |
$1.09M - $1.1M
|
492K
$11.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2K+ 1.2% |
$46.8K - $47.4K
|
169K
$3.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
40.3K+ 13.71% |
$945K - $958K
|
334K
$7.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
121+ 0.29% |
$2.84K - $2.88K
|
41.9K
$991K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.51KNew |
$200K - $202K
|
8.51K
$201K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.1K+ 124.19% |
$261K - $264K
|
20.1K
$475K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.8K- 29.38% |
$89.1K - $90.3K
|
9.13K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.01K+ 12.48% |
$47.2K - $47.9K
|
18.1K
$430K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
130+ 0.71% |
$3.05K - $3.09K
|
18.3K
$434K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-27- 0.91% |
$633 - $642
|
2.93K
$69.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.8K- 3.01% |
$301K - $305K
|
414K
$9.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.43K+ 5.44% |
$80.5K - $81.5K
|
66.5K
$1.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
298+ 0.7% |
$6.99K - $7.08K
|
43.1K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.72K+ 26.43% |
$111K - $112K
|
22.6K
$535K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
32+ 1.44% |
$751 - $761
|
2.25K
$53.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.6KNew |
$297K - $301K
|
12.6K
$299K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.04K- 63.7% |
$165K - $167K
|
4.01K
$95K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
2.04K+ 10.2% |
$48K - $48.6K
|
22.1K
$523K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.3K- 3.91% |
$30.5K - $30.9K
|
31.9K
$756K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.6K+ 21.25% |
$61K - $61.8K
|
14.8K
$351K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.54K+ 3.36% |
$59.5K - $60.3K
|
77.9K
$1.84M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
130+ 1.0% |
$3.05K - $3.09K
|
13.1K
$311K
|
|