Latest Institutional Transactions on Invesco Bulletshares 2027 Muni (BSMR)
This table provides information on the latest institutional transactions involving Invesco Bulletshares 2027 Muni (BSMR) 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 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
54+ 0.63% |
$1.24K - $1.28K
|
8.57K
$201K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
8.55K+ 49.36% |
$197K - $202K
|
25.9K
$607K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.37K+ 7.69% |
$54.6K - $56.1K
|
33.2K
$780K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
21.4KNew |
$492K - $505K
|
21.4K
$502K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.8K+ 11.85% |
$41.4K - $42.5K
|
17K
$399K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
17KNew |
$391K - $401K
|
17K
$399K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
11KNew |
$254K - $261K
|
11K
$259K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
13.5K+ 11.75% |
$312K - $320K
|
129K
$3.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
141KNew |
$3.24M - $3.33M
|
141K
$3.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9.69K- 6.16% |
$223K - $229K
|
148K
$3.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
77+ 0.73% |
$1.77K - $1.82K
|
10.7K
$250K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
22.9KNew |
$526K - $540K
|
22.9K
$537K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-837- 2.89% |
$19.3K - $19.8K
|
28.1K
$661K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-24K- 41.48% |
$553K - $568K
|
33.9K
$795K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.44KNew |
$33K - $33.9K
|
1.44K
$33.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.2K+ 10.65% |
$50.6K - $51.9K
|
22.8K
$536K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-155- 0.83% |
$3.57K - $3.66K
|
18.4K
$433K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.85K+ 29.32% |
$88.7K - $91K
|
17K
$399K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31+ 0.2% |
$714 - $733
|
15.4K
$362K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-22.7K- 44.64% |
$523K - $537K
|
28.2K
$661K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.66K- 1.43% |
$61.2K - $62.9K
|
183K
$4.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
11.2KNew |
$257K - $264K
|
11.2K
$262K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-645- 11.68% |
$14.9K - $15.2K
|
4.88K
$114K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
160+ 1.02% |
$3.68K - $3.78K
|
15.9K
$374K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-8.83K- 3.22% |
$203K - $209K
|
265K
$6.23M
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
35.2KNew |
$826K - $836K
|
35.2K
$826K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-125K- 91.81% |
$2.93M - $2.96M
|
11.1K
$261K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.33K- 11.96% |
$31.1K - $31.5K
|
9.76K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.3KNew |
$242K - $245K
|
10.3K
$242K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.1K+ 14.91% |
$473K - $479K
|
155K
$3.65M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
13KNew |
$306K - $309K
|
13K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.9K+ 36.95% |
$584K - $591K
|
92.2K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.5K+ 1.03% |
$129K - $131K
|
541K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
15+ 0.68% |
$352 - $357
|
2.22K
$52.1K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
8.6KNew |
$202K - $204K
|
8.6K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.44K+ 5.39% |
$33.9K - $34.3K
|
28.3K
$664K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.15K+ 6.76% |
$73.9K - $74.8K
|
49.7K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
878+ 2.22% |
$20.6K - $20.9K
|
40.4K
$948K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.8K+ 13.12% |
$629K - $637K
|
231K
$5.42M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.34K+ 32.78% |
$172K - $174K
|
29.7K
$698K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-26- 0.07% |
$611 - $618
|
38.5K
$905K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.08K+ 5.21% |
$48.9K - $49.5K
|
42K
$987K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.95K+ 16.83% |
$69.3K - $70.1K
|
20.5K
$481K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.37KNew |
$173K - $175K
|
7.37K
$173K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.38K+ 3.03% |
$32.3K - $32.7K
|
46.8K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-244- 1.92% |
$5.73K - $5.8K
|
12.5K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.4K+ 63.15% |
$549K - $556K
|
60.4K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17K+ 81.88% |
$399K - $404K
|
37.7K
$886K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
7.59K+ 19.46% |
$178K - $180K
|
46.6K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|