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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.41K+ 7.4% |
$78.5K - $80.5K
|
49.5K
$1.17M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.47K- 0.83% |
$103K - $106K
|
536K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-10.5K- 5.93% |
$242K - $248K
|
167K
$3.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
691+ 6.71% |
$15.9K - $16.3K
|
11K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.8K+ 6.31% |
$226K - $232K
|
165K
$3.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.6K+ 22.43% |
$312K - $320K
|
74K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.03K+ 1.14% |
$116K - $119K
|
446K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
40.9K+ 44.41% |
$943K - $968K
|
133K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.2KNew |
$258K - $265K
|
11.2K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.69K+ 13.88% |
$177K - $182K
|
63.1K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-285- 0.68% |
$6.56K - $6.74K
|
41.8K
$985K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.8K+ 7.45% |
$271K - $279K
|
170K
$4.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
217+ 0.44% |
$5K - $5.13K
|
49.9K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.12K- 8.67% |
$25.8K - $26.5K
|
11.8K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.87K- 28.55% |
$43.2K - $44.3K
|
4.69K
$111K
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
8.55KNew |
$197K - $202K
|
8.55K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.5K+ 11.47% |
$610K - $626K
|
257K
$6.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.7K+ 17.95% |
$85.2K - $87.5K
|
24.3K
$574K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-654- 5.88% |
$15.1K - $15.5K
|
10.5K
$247K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.71K+ 2.4% |
$108K - $111K
|
201K
$4.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
20.1K+ 7.34% |
$462K - $475K
|
294K
$6.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
22.1KNew |
$509K - $522K
|
22.1K
$522K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.82KNew |
$226K - $232K
|
9.82K
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.7K- 27.82% |
$731K - $750K
|
82.4K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-206- 1.26% |
$4.74K - $4.87K
|
16.1K
$380K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.13K+ 55.18% |
$141K - $145K
|
17.2K
$407K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.7K- 9.09% |
$62.3K - $63.9K
|
27K
$638K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.65K+ 586.8% |
$176K - $181K
|
8.95K
$211K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.47K+ 6.33% |
$79.9K - $82K
|
58.3K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.48K+ 25.42% |
$57.1K - $58.6K
|
12.2K
$289K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-830- 4.89% |
$19.1K - $19.6K
|
16.1K
$381K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.6K+ 25.84% |
$2.02M - $2.07M
|
426K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.53K+ 3.27% |
$35.3K - $36.2K
|
48.3K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-12.6K- 27.13% |
$291K - $299K
|
34K
$801K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
45K+ 321.33% |
$1.04M - $1.06M
|
59K
$1.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-6.03K- 11.08% |
$139K - $143K
|
48.4K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
305+ 0.72% |
$7.02K - $7.21K
|
42.8K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.72K+ 47.03% |
$132K - $135K
|
17.9K
$422K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 17.37% |
$257K - $264K
|
75.4K
$1.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
89KNew |
$2.05M - $2.1M
|
89K
$2.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.04K- 25.97% |
$23.9K - $24.5K
|
2.96K
$69.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.08K+ 16.45% |
$47.8K - $49.1K
|
14.7K
$347K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
12.1KNew |
$278K - $285K
|
12.1K
$285K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-554- 4.77% |
$12.8K - $13.1K
|
11.1K
$261K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.54K+ 19.23% |
$58.5K - $60.1K
|
15.8K
$372K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
9.1KNew |
$210K - $215K
|
9.1K
$215K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-1.32K- 6.18% |
$30.4K - $31.2K
|
20K
$473K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
852+ 3.67% |
$19.6K - $20.1K
|
24.1K
$568K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.5K+ 9.9% |
$380K - $390K
|
183K
$4.32M
|