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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17K+ 81.88% |
$399K - $404K
|
37.7K
$886K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
113K+ 34.49% |
$2.65M - $2.69M
|
441K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6+ 0.04% |
$141 - $143
|
16.3K
$383K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.66K+ 11.25% |
$109K - $111K
|
46.1K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.08K- 75.8% |
$95.9K - $97K
|
1.3K
$30.6K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
989+ 0.63% |
$23.2K - $23.5K
|
158K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.09K+ 2.63% |
$25.6K - $25.9K
|
42.5K
$997K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.82K- 2.11% |
$89.6K - $90.7K
|
177K
$4.16M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.48K+ 13.24% |
$152K - $154K
|
55.4K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
196KNew |
$4.61M - $4.67M
|
196K
$4.61M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
790New |
$18.6K - $18.8K
|
790
$18.5K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
860+ 4.19% |
$20.2K - $20.4K
|
21.4K
$502K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.9K- 18.34% |
$68.1K - $68.9K
|
12.9K
$303K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.95K- 5.49% |
$45.9K - $46.4K
|
33.6K
$790K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
887+ 2.03% |
$20.8K - $21.1K
|
44.5K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
33.5K+ 13.97% |
$788K - $797K
|
274K
$6.43M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.85K+ 6.38% |
$90.5K - $91.6K
|
64.2K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
123+ 0.55% |
$2.89K - $2.92K
|
22.4K
$526K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.95K+ 51.57% |
$92.8K - $93.9K
|
11.6K
$273K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
6.12K+ 56.49% |
$144K - $146K
|
17K
$398K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.99K- 5.12% |
$211K - $214K
|
167K
$3.91M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-13.7K- 30.75% |
$321K - $325K
|
30.8K
$723K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.64KNew |
$203K - $205K
|
8.64K
$203K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.4K+ 4092.47% |
$409K - $413K
|
17.8K
$418K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
22.5K+ 40.01% |
$529K - $536K
|
78.9K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.5K+ 13.58% |
$952K - $963K
|
339K
$7.96M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.5K+ 12.74% |
$387K - $392K
|
146K
$3.43M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.91K+ 42.06% |
$91.9K - $93K
|
13.2K
$310K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
28.5K+ 11.39% |
$670K - $678K
|
279K
$6.55M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-930- 9.68% |
$21.8K - $22.1K
|
8.68K
$204K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.75K+ 29.28% |
$64.6K - $65.4K
|
12.2K
$285K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.35KNew |
$126K - $127K
|
5.35K
$126K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.26K+ 13.01% |
$147K - $149K
|
54.4K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.67K+ 5.18% |
$39.3K - $39.8K
|
34K
$799K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-423- 23.29% |
$9.94K - $10.1K
|
1.39K
$32.7K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
18.9K+ 22.02% |
$445K - $450K
|
105K
$2.47M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
10.1K+ 3.7% |
$238K - $241K
|
284K
$6.66M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
36K+ 535.45% |
$844K - $855K
|
42.7K
$1M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-9.01K- 18.24% |
$212K - $214K
|
40.4K
$949K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.3K+ 20.36% |
$572K - $579K
|
144K
$3.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
11.1KNew |
$260K - $263K
|
11.1K
$260K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.23K+ 22.28% |
$99.3K - $100K
|
23.2K
$545K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
129+ 0.57% |
$3.03K - $3.07K
|
22.6K
$530K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
48.2K+ 160.15% |
$1.13M - $1.15M
|
78.4K
$1.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.81K+ 15.87% |
$183K - $186K
|
57K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.41K+ 75.48% |
$151K - $152K
|
14.9K
$350K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-107- 0.95% |
$2.51K - $2.54K
|
11.1K
$261K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.53K+ 9.02% |
$106K - $108K
|
54.8K
$1.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-2.68K- 19.24% |
$62.9K - $63.7K
|
11.2K
$264K
|