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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
40.4KNew |
$986K - $995K
|
40.4K
$990K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
17.3K+ 26.03% |
$421K - $425K
|
83.5K
$2.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-6K- 37.5% |
$146K - $148K
|
10K
$245K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-2.69K- 20.22% |
$65.7K - $66.3K
|
10.6K
$260K
|
|
|
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
$325K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-82.5K- 32.88% |
$2.02M - $2.03M
|
168K
$4.13M
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
18.8KNew |
$460K - $463K
|
18.8K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.08K+ 32.44% |
$198K - $199K
|
33K
$809K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.71KNew |
$213K - $214K
|
8.71K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.9KNew |
$218K - $219K
|
8.9K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.17K+ 11.96% |
$28.6K - $28.8K
|
10.9K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
394New |
$9.63K - $9.7K
|
394
$9.66K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
21.3KNew |
$521K - $524K
|
21.3K
$522K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.9K+ 49.9% |
$365K - $368K
|
44.9K
$1.1M
|
|
|
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 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.88K+ 18.24% |
$46K - $46.3K
|
12.2K
$299K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.55K+ 1420.0% |
$86.8K - $87.4K
|
3.8K
$93.2K
|
|
|
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 | |||||||
|
Apr 28, 2025
Q3 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-21.2KClosed |
$514K - $522K
|
0
$0
|
|
|
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
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.39K+ 7.25% |
$58K - $58.8K
|
35.4K
$867K
|
|
|
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
$929K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
6.84KNew |
$166K - $168K
|
6.84K
$168K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.94K+ 14.29% |
$47.2K - $47.9K
|
15.5K
$381K
|
|
|
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 & Associates
St Petersburg, FL |
SELL
|
- |
-38.1K- 26.52% |
$926K - $939K
|
106K
$2.59M
|
|
|
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 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
170+ 1.31% |
$4.13K - $4.19K
|
13.1K
$322K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
340+ 57.72% |
$8.26K - $8.37K
|
929
$22.8K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
250+ 58.82% |
$6.05K - $6.1K
|
675
$16.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.91KNew |
$216K - $217K
|
8.91K
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21.4K- 26.44% |
$518K - $522K
|
59.6K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-39.8K- 78.31% |
$963K - $970K
|
11K
$270K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
191+ 1.22% |
$4.62K - $4.66K
|
15.9K
$389K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
808New |
$19.6K - $19.7K
|
808
$19.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.54KNew |
$61.5K - $62K
|
2.54K
$62.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-17.3K- 50.0% |
$419K - $423K
|
17.3K
$425K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.29K+ 5.15% |
$31.3K - $31.5K
|
26.4K
$647K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
850New |
$20.6K - $20.7K
|
850
$20.8K
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
337New |
$8.2K - $8.27K
|
337
$8.26K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$248K - $250K
|
10.2K
$250K
|
|