Latest Institutional Purchases of Invesco Bulletshares 2024 Muni (BSMO)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2024 Muni (BSMO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
19.5KNew |
$479K - $486K
|
19.5K
$484K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
14.7KNew |
$360K - $366K
|
14.7K
$364K
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.67K+ 82.86% |
$238K - $241K
|
21.3K
$529K
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
8.27KNew |
$203K - $206K
|
8.27K
$205K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.52KNew |
$185K - $187K
|
7.52K
$186K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3KNew |
$73.7K - $74.8K
|
3K
$74.4K
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.64K+ 23.68% |
$64.9K - $65.8K
|
13.8K
$342K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.1K+ 25.61% |
$51.6K - $52.4K
|
10.3K
$255K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.34K+ 24.27% |
$32.8K - $33.3K
|
6.84K
$170K
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.03K+ 4.51% |
$25.2K - $25.6K
|
23.8K
$590K
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
730+ 5.57% |
$17.9K - $18.2K
|
13.8K
$343K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
600+ 7.16% |
$14.7K - $15K
|
8.98K
$223K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
250New |
$6.15K - $6.23K
|
250
$6.2K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
165New |
$4.06K - $4.11K
|
165
$4.09K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 0.56% |
$393 - $399
|
2.87K
$71.1K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2+ 0.14% |
$49.2 - $49.9
|
1.43K
$35.6K
|
|
Q3 2023 | |||||||
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
33.9KNew |
$836K - $844K
|
33.9K
$842K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.58K+ 23.88% |
$137K - $139K
|
29K
$718K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.38K+ 4.23% |
$34K - $34.4K
|
34K
$844K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
995+ 0.39% |
$24.5K - $24.7K
|
258K
$6.39M
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
141+ 0.56% |
$3.47K - $3.51K
|
25.4K
$629K
|
|
Q2 2023 | |||||||
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.9KNew |
$293K - $297K
|
11.9K
$295K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
80.5KNew |
$1.98M - $2.01M
|
80.5K
$2M
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
63.7KNew |
$1.57M - $1.59M
|
63.7K
$1.58M
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
12.5KNew |
$308K - $312K
|
12.5K
$310K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
87.8KNew |
$2.14M - $2.18M
|
87.8K
$2.18M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.7KNew |
$580K - $590K
|
23.7K
$589K
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
12KNew |
$293K - $299K
|
12K
$298K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.93KNew |
$194K - $197K
|
7.93K
$197K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
7.35K+ 35.74% |
$179K - $183K
|
27.9K
$692K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1KNew |
$24.4K - $24.9K
|
1K
$24.8K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
300New |
$7.33K - $7.46K
|
300
$7.44K
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.13% |
$24.4 - $24.9
|
801
$19.9K
|
|
Q2 2022 | |||||||
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
42.4KNew |
$1.04M - $1.06M
|
42.4K
$1.05M
|
|
Jul 26, 2022
Q2 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
8.84KNew |
$218K - $221K
|
8.84K
$219K
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.11KNew |
$200K - $203K
|
8.11K
$201K
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.01KNew |
$25.2K - $26K
|
1.01K
$25.1K
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
14New |
$360 - $362
|
14
$347
|
|
Q4 2020 | |||||||
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
915New |
$23.4K - $23.6K
|
915
$22.7K
|
|
Q1 2020 | |||||||
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.97KNew |
$45.8K - $50.4K
|
1.97K
$48.9K
|