Latest Institutional Purchases of Invesco Bulletshares 2025 Muni (BSMP)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2025 Muni (BSMP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
53K+ 98.59% |
$1.29M - $1.3M
|
107K
$2.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
40.4K+ 46.41% |
$988K - $995K
|
127K
$3.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
24.1KNew |
$589K - $593K
|
24.1K
$593K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.6KNew |
$455K - $458K
|
18.6K
$458K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
15.9KNew |
$388K - $390K
|
15.9K
$390K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
13.3KNew |
$325K - $328K
|
13.3K
$327K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.8KNew |
$265K - $266K
|
10.8K
$266K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.06KNew |
$197K - $198K
|
8.06K
$198K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
6.12K+ 20.81% |
$150K - $151K
|
35.5K
$873K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.58K+ 16.27% |
$136K - $137K
|
39.9K
$981K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.05K+ 11.75% |
$123K - $124K
|
48K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
4.34K+ 4.44% |
$106K - $107K
|
102K
$2.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.09K+ 46.09% |
$100K - $101K
|
13K
$319K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
4K+ 19.02% |
$97.8K - $98.5K
|
25K
$616K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.55K+ 1420.0% |
$86.8K - $87.4K
|
3.8K
$93.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.39K+ 3.73% |
$58.3K - $58.7K
|
66.3K
$1.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.88K+ 18.24% |
$46K - $46.3K
|
12.2K
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.67K+ 19.49% |
$40.9K - $41.2K
|
10.3K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
459+ 2.17% |
$11.2K - $11.3K
|
21.6K
$531K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
210+ 1.12% |
$5.13K - $5.17K
|
19K
$468K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
200+ 1.31% |
$4.89K - $4.92K
|
15.5K
$381K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.1K+ 10.55% |
$1.46M - $1.48M
|
630K
$15.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.4K+ 16.34% |
$1.25M - $1.27M
|
366K
$9M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
49.3K+ 31.31% |
$1.2M - $1.21M
|
207K
$5.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
48.7K+ 36.36% |
$1.18M - $1.2M
|
183K
$4.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
42K+ 23.85% |
$1.02M - $1.04M
|
218K
$5.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.6K+ 13.9% |
$937K - $950K
|
316K
$7.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34.1K+ 44.69% |
$827K - $839K
|
110K
$2.71M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.1K+ 31.63% |
$537K - $544K
|
92K
$2.26M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.7K+ 225.79% |
$479K - $486K
|
28.4K
$700K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.4KNew |
$446K - $452K
|
18.4K
$452K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18K+ 28.22% |
$436K - $442K
|
81.6K
$2.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
16.4K+ 52.33% |
$397K - $403K
|
47.6K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
13.6K+ 22.22% |
$330K - $335K
|
74.7K
$1.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.3K+ 34.37% |
$298K - $302K
|
48K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
11.2KNew |
$273K - $276K
|
11.2K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11KNew |
$266K - $270K
|
11K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
10.8KNew |
$262K - $265K
|
10.8K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.2K+ 4.43% |
$249K - $252K
|
241K
$5.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
10.2KNew |
$247K - $251K
|
10.2K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.95KNew |
$242K - $245K
|
9.95K
$245K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
8.2KNew |
$199K - $202K
|
8.2K
$202K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.58K+ 33.89% |
$184K - $187K
|
29.9K
$737K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
6.84KNew |
$166K - $168K
|
6.84K
$168K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.56K+ 4.65% |
$159K - $162K
|
148K
$3.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
5.96K+ 17.12% |
$145K - $147K
|
40.7K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.94K+ 19.27% |
$120K - $122K
|
30.5K
$751K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.08K+ 6.27% |
$99.1K - $101K
|
69.2K
$1.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4.04KNew |
$98.2K - $99.5K
|
4.04K
$99.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.96K+ 24.32% |
$96.2K - $97.5K
|
20.2K
$498K
|
|