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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.64K+ 0.56% |
$39.7K - $40.3K
|
292K
$7.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.46K+ 3.2% |
$35.5K - $36K
|
47.1K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.33K+ 14.99% |
$32.4K - $32.8K
|
10.2K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.29K+ 6.44% |
$31.4K - $31.8K
|
21.3K
$524K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.09K+ 2.41% |
$26.5K - $26.8K
|
46.3K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.03K+ 7.56% |
$25.1K - $25.4K
|
14.7K
$360K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
771+ 2.08% |
$18.7K - $19K
|
37.9K
$931K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
554+ 1.92% |
$13.5K - $13.6K
|
29.4K
$721K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
441+ 4.57% |
$10.7K - $10.9K
|
10.1K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
375New |
$9.11K - $9.24K
|
375
$9.21K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
367+ 1.0% |
$8.91K - $9.04K
|
36.9K
$906K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
340+ 57.72% |
$8.26K - $8.37K
|
929
$22.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
170+ 0.65% |
$4.13K - $4.19K
|
26.5K
$651K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
170+ 1.31% |
$4.13K - $4.19K
|
13.1K
$322K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
164+ 1.75% |
$3.98K - $4.04K
|
9.53K
$234K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
16KNew |
$387K - $390K
|
16K
$393K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
15.7KNew |
$380K - $383K
|
15.7K
$385K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.91KNew |
$216K - $217K
|
8.91K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.76K+ 31.15% |
$66.7K - $67.2K
|
11.6K
$285K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.54KNew |
$61.5K - $62K
|
2.54K
$62.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.46K+ 12.46% |
$35.3K - $35.5K
|
13.2K
$323K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.37K+ 9.13% |
$33.2K - $33.5K
|
16.4K
$403K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.29K+ 5.15% |
$31.3K - $31.5K
|
26.4K
$648K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
850New |
$20.6K - $20.7K
|
850
$20.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
824+ 8.84% |
$19.9K - $20.1K
|
10.1K
$249K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
808New |
$19.6K - $19.7K
|
808
$19.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
250+ 58.82% |
$6.05K - $6.1K
|
675
$16.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
191+ 1.22% |
$4.62K - $4.66K
|
15.9K
$390K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44+ 0.44% |
$1.06K - $1.07K
|
10.1K
$248K
|
|
| Q1 2024 | |||||||
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
11KNew |
$268K - $271K
|
11K
$271K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$248K - $250K
|
10.2K
$250K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.74KNew |
$164K - $165K
|
6.74K
$166K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.8KNew |
$43.8K - $44.2K
|
1.8K
$44.2K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
337New |
$8.2K - $8.27K
|
337
$8.28K
|
|
| Q4 2023 | |||||||
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
78.3KNew |
$1.87M - $1.92M
|
78.3K
$1.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
32KNew |
$765K - $786K
|
32K
$786K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
24.9KNew |
$595K - $612K
|
24.9K
$612K
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
20KNew |
$478K - $491K
|
20K
$491K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
15.6KNew |
$373K - $384K
|
15.6K
$384K
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
14.9K+ 6.99% |
$355K - $365K
|
227K
$5.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
10.9KNew |
$260K - $267K
|
10.9K
$267K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
10.5KNew |
$250K - $257K
|
10.5K
$257K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.26K+ 47.15% |
$102K - $105K
|
13.3K
$327K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3KNew |
$71.7K - $73.7K
|
3K
$73.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
250New |
$5.97K - $6.14K
|
250
$6.14K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.44K+ 1.96% |
$82.5K - $84.1K
|
179K
$4.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
389+ 1.15% |
$9.34K - $9.51K
|
34.1K
$837K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
143+ 0.57% |
$3.43K - $3.5K
|
25.4K
$623K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
65+ 0.66% |
$1.56K - $1.59K
|
9.85K
$242K
|
|