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 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.79K- 8.92% |
$113K - $115K
|
48.9K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.4K+ 8.37% |
$246K - $249K
|
135K
$3.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.29K+ 14.71% |
$30.4K - $30.8K
|
10K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
49.8K+ 26.17% |
$1.17M - $1.19M
|
240K
$5.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.56K+ 6.23% |
$60.3K - $61.2K
|
43.6K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
10.8KNew |
$255K - $259K
|
10.8K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
12.7KNew |
$299K - $304K
|
12.7K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.6K+ 40.27% |
$250K - $254K
|
37K
$876K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.14K+ 20.82% |
$168K - $171K
|
41.4K
$979K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
26.8KNew |
$631K - $641K
|
26.8K
$634K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.61KNew |
$226K - $230K
|
9.61K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.07K+ 107.23% |
$214K - $217K
|
17.5K
$414K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
190+ 0.5% |
$4.47K - $4.54K
|
38.6K
$912K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.9K+ 69.32% |
$1.15M - $1.17M
|
120K
$2.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
45.3K+ 16.06% |
$1.07M - $1.08M
|
328K
$7.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
48.1KNew |
$1.13M - $1.15M
|
48.1K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.53K+ 61.52% |
$201K - $204K
|
22.4K
$529K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18K+ 6.44% |
$425K - $431K
|
298K
$7.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.83K- 3.21% |
$137K - $139K
|
176K
$4.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.8K- 34.26% |
$490K - $498K
|
40K
$945K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
30.1KNew |
$709K - $720K
|
30.1K
$712K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
425New |
$10K - $10.2K
|
425
$10K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.71KNew |
$158K - $160K
|
6.71K
$159K
|
|
|
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
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.12K+ 38.3% |
$49.9K - $50.7K
|
7.66K
$181K
|
|
|
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
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
10.5KNew |
$248K - $252K
|
10.5K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.8KNew |
$418K - $424K
|
17.8K
$420K
|
|
|
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
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.16K+ 9.76% |
$74.5K - $75.6K
|
35.6K
$841K
|
|
|
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
|
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
|
Ifp Advisors, Inc
|
BUY
|
- |
221+ 11.12% |
$5.2K - $5.28K
|
2.21K
$52.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
423+ 30.37% |
$9.96K - $10.1K
|
1.82K
$42.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-100- 0.49% |
$2.36K - $2.39K
|
20.5K
$485K
|
|
|
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
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.92K- 34.37% |
$116K - $118K
|
9.4K
$222K
|
|
|
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
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11K+ 6.37% |
$260K - $263K
|
184K
$4.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.95K+ 18.23% |
$45.8K - $46.5K
|
12.6K
$298K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.99KNew |
$94K - $95.4K
|
3.99K
$94.4K
|
|
|
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
|