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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
423+ 2.76% |
$9.9K - $10.1K
|
15.8K
$373K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-128- 0.98% |
$2.98K - $3.02K
|
12.9K
$305K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
841New |
$19.6K - $19.9K
|
841
$19.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19KNew |
$443K - $448K
|
19K
$449K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.08K+ 5.62% |
$25.1K - $25.4K
|
20.2K
$477K
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.73K- 8.75% |
$40.4K - $40.9K
|
18K
$427K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-17.3K- 50.0% |
$404K - $409K
|
17.3K
$409K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46+ 0.42% |
$1.07K - $1.09K
|
10.9K
$258K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
850New |
$19.8K - $20.1K
|
850
$20.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.26K+ 33.13% |
$99.3K - $101K
|
17.1K
$405K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
39KNew |
$921K - $931K
|
39K
$922K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14KNew |
$331K - $335K
|
14K
$331K
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.18K+ 12.65% |
$28K - $28.3K
|
10.5K
$249K
|
|
| Q4 2023 | |||||||
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
14.9KNew |
$337K - $355K
|
14.9K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
15.6KNew |
$354K - $373K
|
15.6K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.55K- 20.08% |
$57.8K - $60.9K
|
10.2K
$240K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
14KNew |
$318K - $335K
|
14K
$331K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
10.5KNew |
$238K - $250K
|
10.5K
$248K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
401+ 1.19% |
$9.17K - $9.5K
|
34.1K
$807K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35.9K- 93.59% |
$821K - $851K
|
2.46K
$58.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-928- 9.57% |
$21.2K - $22K
|
8.76K
$207K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.82KNew |
$202K - $209K
|
8.82K
$208K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
377+ 3.37% |
$8.62K - $8.93K
|
11.6K
$274K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4K- 25.81% |
$93.7K - $96.4K
|
11.5K
$272K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
310New |
$7.02K - $7.34K
|
310
$7.33K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
646New |
$14.6K - $15.3K
|
646
$15.3K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
24KNew |
$542K - $567K
|
24K
$566K
|
|
| Q3 2022 | |||||||
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
244+ 2.52% |
$5.55K - $5.91K
|
9.94K
$235K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
2.2K+ 146.67% |
$50.1K - $53.3K
|
3.7K
$87.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.2K+ 25.88% |
$50.1K - $53.3K
|
10.7K
$253K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-6.47K- 8.07% |
$150K - $157K
|
73.7K
$1.74M
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
500New |
$11.6K - $12.1K
|
500
$11.8K
|
|
| Q1 2022 | |||||||
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
899+ 10.9% |
$21.8K - $23.2K
|
9.15K
$216K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-47Closed |
$1.21K - $1.23K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
17New |
$435 - $443
|
17
$402
|
|
|
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.48KClosed |
$217K - $221K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-726Closed |
$18.6K - $18.9K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-658Closed |
$16.7K - $17.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
23.6KNew |
$591K - $608K
|
23.6K
$557K
|
|