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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.7K+ 61.84% |
$606K - $615K
|
67.3K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.41K+ 4.83% |
$222K - $225K
|
204K
$4.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.21KNew |
$51.9K - $52.7K
|
2.21K
$52.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.42K+ 22.04% |
$198K - $201K
|
46.6K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.5KNew |
$271K - $275K
|
11.5K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
30.7K+ 20.46% |
$724K - $735K
|
181K
$4.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.01K+ 14.01% |
$47.2K - $47.9K
|
16.3K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
146+ 0.93% |
$3.44K - $3.49K
|
15.8K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
39.5KNew |
$931K - $944K
|
39.5K
$934K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
59K+ 12.39% |
$1.39M - $1.41M
|
535K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.43K+ 68.43% |
$198K - $201K
|
20.7K
$490K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.6K+ 50.15% |
$366K - $372K
|
46.6K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.3K+ 67.41% |
$195K - $198K
|
20.6K
$487K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
49.8K+ 26.17% |
$1.17M - $1.19M
|
240K
$5.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.56K+ 6.23% |
$60.3K - $61.2K
|
43.6K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
10.8KNew |
$255K - $259K
|
10.8K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
12.7KNew |
$299K - $304K
|
12.7K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.29K+ 14.71% |
$30.4K - $30.8K
|
10K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.6K+ 40.27% |
$250K - $254K
|
37K
$876K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39+ 0.42% |
$918 - $932
|
9.31K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.4K+ 8.37% |
$246K - $249K
|
135K
$3.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.57KNew |
$155K - $157K
|
6.57K
$155K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.79K- 8.92% |
$113K - $115K
|
48.9K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
190+ 0.5% |
$4.47K - $4.54K
|
38.6K
$912K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.14K+ 20.82% |
$168K - $171K
|
41.4K
$979K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
26.8KNew |
$631K - $641K
|
26.8K
$634K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.61KNew |
$226K - $230K
|
9.61K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.07K+ 107.23% |
$214K - $217K
|
17.5K
$414K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
48.1KNew |
$1.13M - $1.15M
|
48.1K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
45.3K+ 16.06% |
$1.07M - $1.08M
|
328K
$7.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.9K+ 69.32% |
$1.15M - $1.17M
|
120K
$2.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18K+ 6.44% |
$425K - $431K
|
298K
$7.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.53K+ 61.52% |
$201K - $204K
|
22.4K
$529K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.83K- 3.21% |
$137K - $139K
|
176K
$4.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
30.1KNew |
$709K - $720K
|
30.1K
$712K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
425New |
$10K - $10.2K
|
425
$10K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.71KNew |
$158K - $160K
|
6.71K
$159K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.8K- 34.26% |
$490K - $498K
|
40K
$945K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.12K+ 38.3% |
$49.9K - $50.7K
|
7.66K
$181K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
64.4K+ 34.56% |
$1.52M - $1.54M
|
251K
$5.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.28K+ 7.19% |
$101K - $102K
|
63.8K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
10.5KNew |
$248K - $252K
|
10.5K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.8KNew |
$418K - $424K
|
17.8K
$420K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.12K+ 7.31% |
$96.9K - $98.3K
|
60.4K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.16K+ 9.76% |
$74.5K - $75.6K
|
35.6K
$841K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-130- 2.36% |
$3.06K - $3.11K
|
5.39K
$127K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
39.1K+ 43.31% |
$922K - $935K
|
129K
$3.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
157KNew |
$3.7M - $3.75M
|
157K
$3.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.33K+ 99.44% |
$126K - $127K
|
10.7K
$253K
|