Sterling Financial Group, Inc. Invesco Bulletshares 2027 Muni Transaction History

Sterling Financial Group, Inc.

  • $166 Million
  • Q2 2024

A detailed history of Sterling Financial Group, Inc. transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Sterling Financial Group, Inc. holds 15,831 shares of BSMR stock, worth $372,820. This represents 0.22% of its overall portfolio holdings.

Number of Shares
15,831
Previous 18,611 14.94%
Holding current value
$372,820
Previous $440,000 15.68%
% of portfolio
0.22%
Previous 0.28%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
SELL
$23.32 - $23.62 $64,829 - $65,663
-2,780 Reduced 14.94%
15,831 $371,000
Q1 2024

Apr 10, 2024
SELL
$23.62 - $23.88 $1.68 Million - $1.7 Million
-71,330 Reduced 79.31%
18,611 $440,000
Q4 2023

Jan 17, 2024
SELL
$22.68 - $23.9 $840,634 - $885,853
-37,065 Reduced 29.18%
89,941 $2.15 Million
Q3 2023

Oct 18, 2023
BUY
$22.87 - $23.69 $142,137 - $147,233
6,215 Added 5.15%
127,006 $2.91 Million
Q2 2023

Sep 07, 2023
BUY
$23.32 - $24.05 $746,240 - $769,600
32,000 Added 36.04%
120,791 $2.85 Million
Q4 2022

Aug 29, 2023
BUY
$22.64 - $23.68 $2.01 Million - $2.1 Million
88,791 New
88,791 $2.09 Billion

Others Institutions Holding BSMR

# of Institutions
74
Shares Held
3.43M
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
Track This Portfolio

Track Sterling Financial Group, Inc. Portfolio

Follow Sterling Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email