Latest Institutional Transactions on Invesco Bulletshares 2028 Muni (BSMS)
This table provides information on the latest institutional transactions involving Invesco Bulletshares 2028 Muni (BSMS) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
967+ 7.55% |
$22.4K - $22.8K
|
13.8K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
50.8KNew |
$1.18M - $1.2M
|
50.8K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.28K+ 12.44% |
$29.6K - $30.2K
|
11.6K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.46K- 1.69% |
$33.8K - $34.4K
|
84.9K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
47.9K+ 160.04% |
$1.11M - $1.13M
|
77.9K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-813- 7.45% |
$18.8K - $19.2K
|
10.1K
$236K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
38.5KNew |
$890K - $907K
|
38.5K
$898K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.37K+ 1.61% |
$78.1K - $79.5K
|
213K
$4.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
650New |
$15K - $15.3K
|
650
$15.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
15.5K+ 8.84% |
$359K - $366K
|
191K
$4.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
7.11KNew |
$165K - $168K
|
7.11K
$166K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.47K+ 34.92% |
$103K - $105K
|
17.3K
$403K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.64K+ 8.79% |
$37.9K - $38.6K
|
20.2K
$473K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.8K+ 19.27% |
$946K - $963K
|
253K
$5.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.05K+ 10.99% |
$210K - $213K
|
91.4K
$2.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.28K+ 38.58% |
$99K - $101K
|
15.4K
$359K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.27K+ 97.78% |
$98.8K - $101K
|
8.64K
$202K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
6.48K+ 56.89% |
$150K - $153K
|
17.9K
$417K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
8.49KNew |
$197K - $200K
|
8.49K
$198K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
9.53KNew |
$221K - $225K
|
9.53K
$223K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1K- 7.72% |
$23.2K - $23.6K
|
12K
$279K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.54K+ 18.48% |
$58.9K - $60K
|
16.3K
$381K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.29K+ 2.44% |
$29.9K - $30.5K
|
54.2K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
355New |
$8.22K - $8.37K
|
355
$8.29K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
5.57K+ 49.67% |
$128K - $131K
|
16.8K
$392K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
166+ 2.31% |
$3.83K - $3.89K
|
7.35K
$172K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-765- 4.75% |
$17.6K - $17.9K
|
15.3K
$358K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.2KNew |
$443K - $450K
|
19.2K
$449K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
12.5KNew |
$288K - $293K
|
12.5K
$292K
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.73K- 8.75% |
$39.9K - $40.6K
|
18.1K
$422K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46+ 0.47% |
$1.06K - $1.08K
|
9.87K
$231K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.31K+ 33.54% |
$99.2K - $101K
|
17.1K
$400K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
850New |
$19.6K - $19.9K
|
850
$19.9K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.9KNew |
$326K - $330K
|
13.9K
$325K
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
21.9KNew |
$513K - $520K
|
21.9K
$511K
|
|
| Q4 2023 | |||||||
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
15KNew |
$336K - $357K
|
15K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.81KNew |
$40.4K - $43K
|
1.81K
$42.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
837New |
$18.7K - $19.9K
|
837
$19.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
14.1KNew |
$315K - $336K
|
14.1K
$330K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
13.9KNew |
$311K - $330K
|
13.9K
$325K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
8.43KNew |
$188K - $200K
|
8.43K
$197K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
134New |
$3.02K - $3.15K
|
134
$3.13K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
405+ 1.2% |
$9.12K - $9.53K
|
34.1K
$798K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
381+ 3.37% |
$8.58K - $8.96K
|
11.7K
$273K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
9.76KNew |
$225K - $233K
|
9.76K
$228K
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-11.6K- 34.98% |
$267K - $276K
|
21.5K
$502K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.5KNew |
$430K - $443K
|
18.5K
$433K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.21K- 12.98% |
$190K - $196K
|
55K
$1.29M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
6KNew |
$139K - $144K
|
6K
$140K
|
|