Purchases and Sales Made in Q2 2024 in Invesco Bulletshares 2027 Muni (BSMR)
This table provides information about the institutional ownership of Invesco Bulletshares 2027 Muni (BSMR) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2027 MUNI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
276K+ 121.6% |
$6.44M - $6.52M
|
503K
$11.9M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
276K+ 121.6% |
$6.44M - $6.52M
|
503K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
236K+ 2290.76% |
$5.51M - $5.58M
|
246K
$5.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
193K+ 167.44% |
$4.51M - $4.57M
|
309K
$7.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
85.9KNew |
$2M - $2.03M
|
85.9K
$2.03M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
45.5KNew |
$1.06M - $1.07M
|
45.5K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
39.1KNew |
$911K - $923K
|
39.1K
$923K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
30.5KNew |
$711K - $720K
|
30.5K
$720K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
29.7KNew |
$691K - $700K
|
29.7K
$700K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
23.3K+ 15.56% |
$544K - $551K
|
173K
$4.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
22.5K+ 19.98% |
$525K - $531K
|
135K
$3.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.9K+ 55.01% |
$487K - $493K
|
58.8K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
19.6K+ 50.37% |
$457K - $463K
|
58.5K
$1.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19KNew |
$443K - $448K
|
19K
$448K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
13.1K+ 122.79% |
$306K - $309K
|
23.8K
$562K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13K+ 6.41% |
$303K - $307K
|
216K
$5.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.7K+ 30.46% |
$272K - $275K
|
49.9K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.2KNew |
$239K - $242K
|
10.2K
$242K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.29K+ 19.1% |
$217K - $219K
|
57.9K
$1.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
9.19KNew |
$214K - $217K
|
9.19K
$217K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.76KNew |
$204K - $207K
|
8.76K
$207K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.22K+ 43.49% |
$192K - $194K
|
27.1K
$641K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.8K+ 5.46% |
$182K - $184K
|
151K
$3.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.57K+ 22.62% |
$177K - $179K
|
41.1K
$970K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.31K+ 43.85% |
$170K - $173K
|
24K
$566K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.4K+ 11.36% |
$149K - $151K
|
62.7K
$1.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
6.36K+ 22.42% |
$148K - $150K
|
34.7K
$819K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
5.76K+ 2.34% |
$134K - $136K
|
252K
$5.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.11K+ 41.81% |
$119K - $121K
|
17.3K
$409K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.08K+ 4.37% |
$118K - $120K
|
121K
$2.87M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.26K+ 33.13% |
$99.3K - $101K
|
17.1K
$404K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.04K+ 2.83% |
$70.9K - $71.8K
|
111K
$2.61M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3K+ 8.57% |
$70K - $70.9K
|
38K
$898K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.78K+ 15.37% |
$64.8K - $65.6K
|
20.9K
$493K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.63K+ 88.37% |
$61.3K - $62.1K
|
5.6K
$132K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.7K+ 9.01% |
$39.7K - $40.2K
|
20.6K
$487K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.58K+ 5.49% |
$36.8K - $37.2K
|
30.3K
$716K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.53K+ 2.21% |
$35.6K - $36.1K
|
70.6K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.49K+ 6.3% |
$34.7K - $35.1K
|
25.1K
$593K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.35K+ 11.54% |
$31.4K - $31.8K
|
13K
$308K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.28K+ 9.07% |
$29.8K - $30.2K
|
15.4K
$363K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.28K+ 182.57% |
$29.8K - $30.2K
|
1.98K
$46.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.2KNew |
$27.9K - $28.3K
|
1.2K
$28.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.08K+ 5.62% |
$25.1K - $25.4K
|
20.2K
$477K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
895+ 5.87% |
$20.9K - $21.1K
|
16.1K
$381K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
853+ 15.51% |
$19.9K - $20.1K
|
6.35K
$150K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
850+ 2.34% |
$19.8K - $20.1K
|
37.2K
$878K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
850New |
$19.8K - $20.1K
|
850
$20.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
841New |
$19.6K - $19.9K
|
841
$19.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
714+ 4.88% |
$16.7K - $16.9K
|
15.3K
$362K
|