Latest Institutional Purchases of Invesco Bulletshares 2027 Muni (BSMR)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2027 Muni (BSMR) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.18K+ 12.65% |
$28K - $28.3K
|
10.5K
$250K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
15.6KNew |
$354K - $373K
|
15.6K
$371K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
14.9KNew |
$337K - $355K
|
14.9K
$353K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
14KNew |
$318K - $335K
|
14K
$333K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
10.5KNew |
$238K - $250K
|
10.5K
$249K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.82KNew |
$202K - $209K
|
8.82K
$209K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
401+ 1.19% |
$9.17K - $9.5K
|
34.1K
$810K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
377+ 3.37% |
$8.62K - $8.93K
|
11.6K
$275K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
24KNew |
$542K - $567K
|
24K
$569K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
646New |
$14.6K - $15.3K
|
646
$15.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
310New |
$7.02K - $7.34K
|
310
$7.36K
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
2.2K+ 146.67% |
$50.1K - $53.3K
|
3.7K
$87.8K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.2K+ 25.88% |
$50.1K - $53.3K
|
10.7K
$254K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
500New |
$11.6K - $12.1K
|
500
$11.9K
|
|
| Q1 2022 | |||||||
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
899+ 10.9% |
$21.8K - $23.2K
|
9.15K
$217K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
17New |
$435 - $443
|
17
$404
|
|
| Q4 2020 | |||||||
|
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
23.6KNew |
$591K - $608K
|
23.6K
$559K
|
|