Latest Institutional Transactions on Invesco Bulletshares 2025 Muni (BSMP)
This table provides information on the latest institutional transactions involving Invesco Bulletshares 2025 Muni (BSMP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
110+ 0.67% |
$2.68K - $2.7K
|
16.5K
$405K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
28.1KNew |
$684K - $690K
|
28.1K
$689K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-14K- 55.76% |
$340K - $343K
|
11.1K
$272K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
39+ 0.2% |
$950 - $958
|
19.5K
$477K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.1K- 8.39% |
$75.6K - $76.2K
|
33.9K
$830K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-23K- 34.92% |
$560K - $564K
|
42.8K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.37K+ 136.9% |
$33.4K - $33.6K
|
2.37K
$58.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11+ 0.04% |
$268 - $270
|
29.6K
$727K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-694- 3.87% |
$16.9K - $17K
|
17.2K
$422K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-12.9K- 39.64% |
$315K - $318K
|
19.7K
$483K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.57K- 1.44% |
$62.6K - $63.1K
|
175K
$4.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-37.9K- 39.26% |
$925K - $932K
|
58.7K
$1.44M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-6.68K- 13.72% |
$163K - $164K
|
42K
$1.03M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.41K- 3.1% |
$83.1K - $83.7K
|
107K
$2.61M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.01K+ 182.96% |
$97.8K - $98.7K
|
6.19K
$152K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.14K- 10.77% |
$27.8K - $28.1K
|
9.43K
$231K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3KNew |
$73.2K - $74K
|
3K
$73.6K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.85K- 45.51% |
$192K - $194K
|
9.4K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.6K+ 0.84% |
$38.9K - $39.3K
|
192K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.5K+ 23.07% |
$646K - $653K
|
141K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.05K+ 6.28% |
$25.5K - $25.8K
|
17.7K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.9K- 4.22% |
$266K - $268K
|
247K
$6.06M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
956+ 60.47% |
$23.3K - $23.6K
|
2.54K
$62.2K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.4K+ 9.27% |
$58.6K - $59.2K
|
28.3K
$694K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-45.2K- 13.54% |
$1.1M - $1.12M
|
289K
$7.08M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.82K- 4.03% |
$44.4K - $44.9K
|
43.3K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14K+ 52.75% |
$342K - $346K
|
40.6K
$996K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.3KNew |
$299K - $302K
|
12.3K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-1.3K- 3.73% |
$31.7K - $32K
|
33.5K
$822K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.04K+ 7.07% |
$25.3K - $25.6K
|
15.7K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.5KNew |
$403K - $407K
|
16.5K
$405K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
400+ 3.94% |
$9.76K - $9.86K
|
10.5K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3- 0.14% |
$73.2 - $73.9
|
2.13K
$52.2K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
24+ 0.24% |
$586 - $592
|
9.98K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.3K- 1.18% |
$31.6K - $31.9K
|
108K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
407+ 0.82% |
$9.93K - $10K
|
49.8K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
7.05K+ 26.42% |
$172K - $174K
|
33.7K
$827K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.29K- 34.59% |
$129K - $130K
|
10K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34.4K+ 87.68% |
$841K - $849K
|
73.7K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29.8K- 29.97% |
$727K - $734K
|
69.6K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-247- 2.15% |
$6.03K - $6.09K
|
11.2K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.7K+ 1.86% |
$310K - $313K
|
695K
$17.1M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-825- 1.73% |
$20.1K - $20.3K
|
46.9K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5+ 0.02% |
$122 - $123
|
32.7K
$803K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.24K+ 1.45% |
$30.2K - $30.5K
|
86.8K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-65K- 25.83% |
$1.59M - $1.6M
|
187K
$4.58M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
31.4KNew |
$765K - $773K
|
31.4K
$769K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.21K+ 7.53% |
$29.4K - $29.7K
|
17.2K
$422K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
38.3KNew |
$934K - $943K
|
38.3K
$938K
|
|