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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.8KNew |
$418K - $424K
|
17.8K
$420K
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
10.5KNew |
$248K - $252K
|
10.5K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.28K+ 7.19% |
$101K - $102K
|
63.8K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
64.4K+ 34.56% |
$1.52M - $1.54M
|
251K
$5.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.12K+ 38.3% |
$49.9K - $50.7K
|
7.66K
$181K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.12K+ 7.31% |
$96.9K - $98.3K
|
60.4K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-130- 2.36% |
$3.06K - $3.11K
|
5.39K
$127K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.16K+ 9.76% |
$74.5K - $75.6K
|
35.6K
$841K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
39.1K+ 43.31% |
$922K - $935K
|
129K
$3.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
157KNew |
$3.7M - $3.75M
|
157K
$3.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.33K+ 99.44% |
$126K - $127K
|
10.7K
$253K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
540+ 5.12% |
$12.7K - $12.9K
|
11.1K
$262K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
21.6K+ 202.37% |
$510K - $517K
|
32.3K
$764K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-100- 0.49% |
$2.36K - $2.39K
|
20.5K
$485K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
423+ 30.37% |
$9.96K - $10.1K
|
1.82K
$42.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
221+ 11.12% |
$5.2K - $5.28K
|
2.21K
$52.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
17.8K+ 46.03% |
$418K - $424K
|
56.3K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11K+ 6.37% |
$260K - $263K
|
184K
$4.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
530+ 0.19% |
$12.5K - $12.7K
|
274K
$6.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.92K- 34.37% |
$116K - $118K
|
9.4K
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.99KNew |
$94K - $95.4K
|
3.99K
$94.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.95K+ 18.23% |
$45.8K - $46.5K
|
12.6K
$298K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
13.9KNew |
$328K - $333K
|
13.9K
$329K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.1KNew |
$239K - $242K
|
10.1K
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.24K+ 11.86% |
$123K - $125K
|
49.4K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.98K- 4.26% |
$46.7K - $47.3K
|
44.5K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8.49KNew |
$200K - $203K
|
8.49K
$201K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
16.8KNew |
$396K - $402K
|
16.8K
$397K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
844+ 7.73% |
$19.9K - $20.2K
|
11.8K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.23K- 9.97% |
$52.4K - $53.2K
|
20.1K
$475K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.46KNew |
$199K - $202K
|
8.46K
$200K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
800New |
$18.8K - $19.1K
|
800
$18.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
2.36K+ 74.68% |
$55.6K - $56.4K
|
5.52K
$130K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
362+ 0.71% |
$8.53K - $8.65K
|
51.6K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-93- 0.82% |
$2.19K - $2.22K
|
11.2K
$265K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
4.34K+ 5.31% |
$102K - $104K
|
86.1K
$2.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.65K+ 3.79% |
$62.4K - $63.3K
|
72.5K
$1.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
50.3KNew |
$1.18M - $1.2M
|
50.3K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
39.7K+ 44.8% |
$934K - $948K
|
128K
$3.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
30.8KNew |
$726K - $737K
|
30.8K
$729K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.44K- 4.02% |
$57.3K - $58.2K
|
58.1K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
6.36K+ 14.84% |
$150K - $152K
|
49.2K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
247+ 1.56% |
$5.82K - $5.9K
|
16.1K
$380K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
22.2KNew |
$522K - $530K
|
22.2K
$524K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.04K+ 21.53% |
$48K - $48.7K
|
11.5K
$272K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
7.59K+ 38.13% |
$179K - $181K
|
27.5K
$650K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
436+ 2.0% |
$10.3K - $10.4K
|
22.3K
$527K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.5KNew |
$318K - $322K
|
13.5K
$319K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.94K- 1.21% |
$69.2K - $70.3K
|
241K
$5.69M
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
376+ 0.99% |
$8.8K - $8.94K
|
38.4K
$907K
|
|