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 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.8KNew |
$43.8K - $44.2K
|
1.8K
$44.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
11KNew |
$268K - $271K
|
11K
$270K
|
|
| Q4 2023 | |||||||
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
78.3KNew |
$1.87M - $1.92M
|
78.3K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
10.9KNew |
$260K - $267K
|
10.9K
$266K
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
20KNew |
$478K - $491K
|
20K
$490K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
32KNew |
$765K - $786K
|
32K
$785K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3KNew |
$71.7K - $73.7K
|
3K
$73.6K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.26K+ 47.15% |
$102K - $105K
|
13.3K
$326K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
10.5KNew |
$250K - $257K
|
10.5K
$256K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
15.6KNew |
$373K - $384K
|
15.6K
$383K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
389+ 1.15% |
$9.34K - $9.51K
|
34.1K
$836K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
143+ 0.57% |
$3.43K - $3.5K
|
25.4K
$622K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.44K+ 1.96% |
$82.5K - $84.1K
|
179K
$4.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.77K- 9.95% |
$42.4K - $43.2K
|
16K
$392K
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-930- 9.92% |
$22.3K - $22.7K
|
8.45K
$207K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
65+ 0.66% |
$1.56K - $1.59K
|
9.85K
$242K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
477+ 0.98% |
$11.5K - $11.8K
|
49K
$1.2M
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.46KNew |
$35.4K - $36.1K
|
1.46K
$35.9K
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
12.3KNew |
$298K - $305K
|
12.3K
$303K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
78.3KNew |
$1.89M - $1.93M
|
78.3K
$1.92M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
18+ 0.18% |
$435 - $445
|
10.1K
$247K
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-1.33K- 13.24% |
$32.1K - $32.8K
|
8.71K
$213K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
700New |
$16.9K - $17.3K
|
700
$17.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20KNew |
$476K - $491K
|
20K
$491K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
40.9KNew |
$971K - $1M
|
40.9K
$1M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
7.54K+ 47.72% |
$179K - $185K
|
23.3K
$572K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.5K- 22.42% |
$107K - $110K
|
15.6K
$382K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.03KNew |
$24.5K - $25.7K
|
1.03K
$25.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
770New |
$18.3K - $19.2K
|
770
$18.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
12.9K+ 55.86% |
$313K - $321K
|
36.1K
$885K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-6.49K- 8.12% |
$157K - $161K
|
73.4K
$1.8M
|
|
|
Jul 26, 2022
Q2 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
8.81KNew |
$213K - $219K
|
8.81K
$216K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-850Closed |
$20.6K - $21.1K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.26KNew |
$200K - $205K
|
8.26K
$202K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.01KNew |
$24.9K - $26.1K
|
1.01K
$24.7K
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-8.05KClosed |
$199K - $209K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6Closed |
$156 - $157
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
16New |
$413 - $417
|
16
$392
|
|
|
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.31KClosed |
$215K - $217K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-650Closed |
$16.8K - $17K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.3KClosed |
$33.6K - $33.9K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.77KClosed |
$45.6K - $46.3K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.97KNew |
$45.3K - $50.8K
|
1.97K
$48.2K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-23.3K- 58.3% |
$581K - $585K
|
16.7K
$409K
|
|