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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.34K+ 8.33% |
$33.3K - $33.4K
|
17.5K
$434K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.26K+ 5.03% |
$31.1K - $31.3K
|
26.3K
$652K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1K+ 11.14% |
$24.7K - $24.9K
|
9.98K
$247K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
792New |
$19.6K - $19.7K
|
792
$19.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
685+ 1.87% |
$16.9K - $17K
|
37.4K
$928K
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
404+ 1.84% |
$9.99K - $10K
|
22.4K
$556K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
202+ 7.41% |
$5K - $5.02K
|
2.93K
$72.6K
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.06KNew |
$175K - $176K
|
7.06K
$175K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.01K+ 11.69% |
$25K - $25.2K
|
9.64K
$239K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
396New |
$9.8K - $9.88K
|
396
$9.82K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
10+ 0.11% |
$247 - $250
|
9.32K
$231K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
257KNew |
$6.32M - $6.41M
|
257K
$6.38M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
63.7KNew |
$1.56M - $1.59M
|
63.7K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
50.7KNew |
$1.25M - $1.26M
|
50.7K
$1.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
24.3KNew |
$597K - $606K
|
24.3K
$603K
|
|
|
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 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
8.27KNew |
$203K - $206K
|
8.27K
$205K
|
|
|
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
|
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
|
|
|
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
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
87.8KNew |
$2.14M - $2.18M
|
87.8K
$2.18M
|
|
|
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 |
$193K - $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
|
|
|
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
|
|
| Q1 2020 | |||||||
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.97KNew |
$45.8K - $50.4K
|
1.97K
$48.9K
|
|