Integrated Wealth Concepts LLC Invesco Bulletshares 2027 Muni Transaction History

Integrated Wealth Concepts LLC

$10.1 Billion
Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 154,783 shares of BSMR stock, worth $3.66 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

154,783

Previous 133,095 16.3%

Holding current value

$3.66 Million

Previous $3.12 Million 17.26%

% of portfolio

0.04%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$23.46 - $23.77 $508,800 - $515,523	21,688 Added 16.3%	154,783 $3.66 Million
Q2 2025 Aug 14, 2025	BUY	$23.03 - $23.64 $942,686 - $967,656	40,933 Added 44.41%	133,095 $3.12 Million
Q1 2025 May 15, 2025	BUY	$23.49 - $23.77 $584,055 - $591,017	24,864 Added 36.95%	92,162 $2.17 Million
Q4 2024 Feb 14, 2025	BUY	$23.55 - $23.9 $605,611 - $614,612	25,716 Added 61.84%	67,298 $1.59 Million
Q3 2024 Nov 14, 2024	BUY	$23.41 - $23.78 $98,579 - $100,137	4,211 Added 11.27%	41,582 $985,000
Q1 2024 May 15, 2024	BUY	$23.62 - $23.88 $522,214 - $527,962	22,109 Added 144.86%	37,371 $884,000
Q4 2023 Feb 13, 2024	BUY	$22.68 - $23.9 $346,142 - $364,761	15,262 New	15,262 $364,000

Others Institutions Holding BSMR

# of Institutions

131

Shares Held

8.17M

Call Options Held

Put Options Held

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About INVESCO BULLETSHARES 2027 MUNI

Ticker BSMR
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Integrated Wealth Concepts LLC Invesco Bulletshares 2027 Muni Transaction History