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 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.47K- 9.43% |
$35.8K - $36.1K
|
14.1K
$346K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
14.1KNew |
$344K - $347K
|
14.1K
$346K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-594- 3.82% |
$14.5K - $14.6K
|
14.9K
$367K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
39+ 0.2% |
$950 - $958
|
19.5K
$477K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-14K- 55.76% |
$340K - $343K
|
11.1K
$272K
|
|
|
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
|
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
$2.62M
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3KNew |
$73.2K - $74K
|
3K
$73.6K
|
|
|
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
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3- 0.14% |
$73.2 - $73.9
|
2.13K
$52.2K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
31.4KNew |
$765K - $773K
|
31.4K
$769K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.45K- 18.93% |
$59.9K - $60.5K
|
10.5K
$258K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15+ 0.18% |
$366 - $370
|
8.39K
$206K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.11K- 16.03% |
$51.6K - $52.1K
|
11.1K
$272K
|
|
|
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
|
Larson Financial Group LLC
|
BUY
|
- |
5.13KNew |
$125K - $127K
|
5.13K
$126K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-859- 7.94% |
$21K - $21.2K
|
9.97K
$244K
|
|
|
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
|
Stephens Inc
|
SELL
|
- |
-520- 2.16% |
$12.7K - $12.8K
|
23.6K
$579K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.5K- 13.74% |
$36.6K - $37K
|
9.42K
$231K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-2.02K- 12.74% |
$49.3K - $49.8K
|
13.8K
$339K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.4KNew |
$34.2K - $34.5K
|
1.4K
$34.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-700- 8.68% |
$17.1K - $17.3K
|
7.36K
$181K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-6K- 37.5% |
$146K - $148K
|
10K
$245K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-11.4K- 61.62% |
$279K - $282K
|
7.11K
$174K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
85+ 0.64% |
$2.07K - $2.1K
|
13.3K
$326K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.71KNew |
$213K - $214K
|
8.71K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.9KNew |
$218K - $219K
|
8.9K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.08K+ 32.44% |
$198K - $199K
|
33K
$810K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
394New |
$9.63K - $9.7K
|
394
$9.66K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-947- 23.43% |
$23.2K - $23.3K
|
3.09K
$75.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
28KNew |
$684K - $689K
|
28K
$686K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.67K+ 19.49% |
$40.9K - $41.2K
|
10.3K
$252K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-66.4K- 97.37% |
$1.62M - $1.63M
|
1.79K
$43.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.6KNew |
$455K - $458K
|
18.6K
$456K
|
|
| Q3 2024 | |||||||
|
Mar 25, 2025
Q3 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
8.68KNew |
$211K - $214K
|
8.68K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.15K- 76.35% |
$52.2K - $52.9K
|
665
$16.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
11.2KNew |
$273K - $276K
|
11.2K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
375New |
$9.11K - $9.24K
|
375
$9.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
10.8KNew |
$262K - $265K
|
10.8K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
771+ 2.08% |
$18.7K - $19K
|
37.9K
$930K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
6.84KNew |
$166K - $168K
|
6.84K
$168K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.96K- 26.88% |
$96.1K - $97.5K
|
10.8K
$264K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
8.2KNew |
$199K - $202K
|
8.2K
$201K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.46K+ 10.86% |
$84K - $85.2K
|
35.3K
$866K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-38.1K- 26.52% |
$926K - $939K
|
106K
$2.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
170+ 1.31% |
$4.13K - $4.19K
|
13.1K
$322K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21.4K- 26.44% |
$518K - $522K
|
59.6K
$1.46M
|
|