Integrated Wealth Concepts LLC Invesco Bulletshares 2027 Muni Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 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 133,095 shares of BSMR stock, worth $3.14 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
133,095
Previous 92,162 44.41%
Holding current value
$3.14 Million
Previous $2.17 Million 43.92%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
130
Shares Held
7.56M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2027 MUNI

BSMR Quotes by TradingView
  • Ticker BSMR
  • Sector ETFs
  • Industry ETFs
More about BSMR
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