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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.31K- 5.1% |
$178K - $180K
|
136K
$3.34M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
115+ 0.53% |
$2.81K - $2.83K
|
21.7K
$532K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
370+ 3.34% |
$9.03K - $9.12K
|
11.4K
$281K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.45K- 18.93% |
$59.9K - $60.5K
|
10.5K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
674New |
$16.5K - $16.6K
|
674
$16.5K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10.4KNew |
$254K - $256K
|
10.4K
$255K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.88K- 5.62% |
$45.9K - $46.4K
|
31.6K
$775K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.16K+ 2.66% |
$28.3K - $28.6K
|
44.7K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
29.6K+ 12.24% |
$722K - $729K
|
271K
$6.65M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.14K+ 16.64% |
$223K - $225K
|
64.1K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
5.41K+ 53.11% |
$132K - $133K
|
15.6K
$382K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.6K- 8.13% |
$553K - $558K
|
256K
$6.28M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-70- 0.05% |
$1.71K - $1.73K
|
155K
$3.8M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
27.5K+ 40.92% |
$671K - $677K
|
94.6K
$2.32M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15+ 0.18% |
$366 - $370
|
8.39K
$206K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-13.6K- 18.19% |
$332K - $335K
|
61.2K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.5K+ 488.85% |
$354K - $358K
|
17.5K
$429K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18K+ 4.71% |
$440K - $444K
|
400K
$9.82M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-7.29K- 11.38% |
$178K - $180K
|
56.7K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-966- 7.07% |
$23.6K - $23.8K
|
12.7K
$311K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.1K- 25.7% |
$270K - $273K
|
32K
$784K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.79K+ 4.6% |
$215K - $217K
|
200K
$4.9M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-82.1K- 33.58% |
$2M - $2.02M
|
162K
$3.98M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.11K- 16.03% |
$51.6K - $52.1K
|
11.1K
$271K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6K- 38.25% |
$146K - $148K
|
9.69K
$238K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
17.6K+ 76.8% |
$431K - $435K
|
40.6K
$996K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.2K+ 10.97% |
$127K - $128K
|
52.6K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.13KNew |
$125K - $127K
|
5.13K
$126K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-520- 2.16% |
$12.7K - $12.8K
|
23.6K
$578K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.94K- 1.05% |
$71.9K - $72.6K
|
278K
$6.82M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.94K- 1.9% |
$47.3K - $47.8K
|
100K
$2.46M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
3.27K+ 2.56% |
$79.7K - $80.5K
|
131K
$3.2M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.44K+ 27.19% |
$59.6K - $60.2K
|
11.4K
$280K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-859- 7.94% |
$21K - $21.2K
|
9.97K
$244K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.5K- 13.74% |
$36.6K - $37K
|
9.42K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-8.76K- 18.24% |
$214K - $216K
|
39.3K
$963K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
8.32KNew |
$203K - $205K
|
8.32K
$204K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.4KNew |
$34.2K - $34.5K
|
1.4K
$34.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-32.6K- 10.5% |
$795K - $803K
|
278K
$6.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-2.02K- 12.74% |
$49.3K - $49.8K
|
13.8K
$339K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-7.28K- 14.95% |
$178K - $179K
|
41.4K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-4.07K- 6.14% |
$99.4K - $100K
|
62.2K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.3K- 38.16% |
$301K - $304K
|
20K
$490K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.09K+ 20.84% |
$173K - $175K
|
41.1K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
12.8K+ 18.1% |
$312K - $315K
|
83.4K
$2.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
93+ 0.4% |
$2.27K - $2.29K
|
23.5K
$576K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-700- 8.68% |
$17.1K - $17.3K
|
7.36K
$180K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.53K- 4.72% |
$61.8K - $62.4K
|
51K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
3.05K+ 9.96% |
$74.5K - $75.2K
|
33.7K
$826K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.97K+ 9.96% |
$97K - $97.9K
|
43.8K
$1.08M
|