Sterling Financial Group, Inc. Invesco Bulletshares 2028 Muni Transaction History

Sterling Financial Group, Inc.

  • $220 Million
  • Q1 2025

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 20,104 shares of BSMS stock, worth $461,185. This represents 0.21% of its overall portfolio holdings.

Number of Shares
20,104
Previous 48,064 58.17%
Holding current value
$461,185
Previous $1.12 Million 58.43%
% of portfolio
0.21%
Previous 0.54%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$23.1 - $23.56 $645,876 - $658,737
-27,960 Reduced 58.17%
20,104 $466,000
Q4 2024

Jan 14, 2025
BUY
$23.26 - $23.6 $486,157 - $493,263
20,901 Added 76.95%
48,064 $1.12 Million
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

# of Institutions
93
Shares Held
4.1M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2028 MUNI

BSMS Quotes by TradingView
  • Ticker BSMS
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More about BSMS
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