A detailed history of Sterling Financial Group, Inc. transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Sterling Financial Group, Inc. holds 27,163 shares of BSMS stock, worth $634,256. This represents 0.36% of its overall portfolio holdings.

Number of Shares
27,163
Previous 16,663 63.01%
Holding current value
$634,256
Previous $387,000 65.37%
% of portfolio
0.36%
Previous 0.23%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

BUY
$23.15 - $23.58 $243,074 - $247,589
10,500 Added 63.01%
27,163 $640,000
Q2 2024

Jul 15, 2024

SELL
$23.05 - $23.43 $123,317 - $125,350
-5,350 Reduced 24.3%
16,663 $387,000
Q1 2024

Apr 10, 2024

SELL
$23.45 - $23.75 $1.62 Million - $1.64 Million
-68,889 Reduced 75.78%
22,013 $516,000
Q4 2023

Jan 17, 2024

SELL
$22.32 - $23.75 $757,652 - $806,193
-33,945 Reduced 27.19%
90,902 $2.16 Million
Q3 2023

Oct 18, 2023

BUY
$22.53 - $23.52 $141,803 - $148,034
6,294 Added 5.31%
124,847 $2.81 Million
Q2 2023

Sep 07, 2023

BUY
$23.08 - $23.89 $2.44 Million - $2.53 Million
105,703 Added 822.59%
118,553 $2.77 Million
Q4 2022

Aug 29, 2023

BUY
$22.2 - $23.45 $285,270 - $301,332
12,850 New
12,850 $299 Million

Others Institutions Holding BSMS

About INVESCO BULLETSHARES 2028 MUNI


  • Ticker BSMS
  • Sector ETFs
  • Industry ETFs
More about BSMS
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