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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
21.4K+ 8.51% |
$502K - $510K
|
273K
$6.47M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.9KNew |
$208K - $212K
|
8.9K
$211K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5.09K+ 90.83% |
$119K - $121K
|
10.7K
$253K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14.8K+ 62.24% |
$346K - $352K
|
38.6K
$914K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.8K- 47.2% |
$300K - $304K
|
14.3K
$339K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
9.46KNew |
$222K - $225K
|
9.46K
$224K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
85+ 0.76% |
$1.99K - $2.02K
|
11.3K
$268K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.7K+ 8.22% |
$39.7K - $40.3K
|
22.3K
$529K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
362+ 0.71% |
$8.47K - $8.61K
|
51.3K
$1.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.87K+ 9.47% |
$67.2K - $68.3K
|
33.2K
$786K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-36.5K- 32.97% |
$854K - $867K
|
74.2K
$1.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.7K+ 20.4% |
$719K - $731K
|
181K
$4.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.9K+ 20.56% |
$279K - $283K
|
69.8K
$1.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-156- 0.26% |
$3.65K - $3.71K
|
60.5K
$1.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
352+ 44.9% |
$8.24K - $8.37K
|
1.14K
$26.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-228- 0.53% |
$5.34K - $5.42K
|
42.8K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-9.3K- 42.99% |
$218K - $221K
|
12.3K
$292K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11.1K+ 15.72% |
$260K - $264K
|
81.7K
$1.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.57K+ 14.82% |
$60.1K - $61.1K
|
19.9K
$471K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
635+ 25.15% |
$14.9K - $15.1K
|
3.16K
$74.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
423+ 2.76% |
$9.9K - $10.1K
|
15.8K
$373K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
9.47KNew |
$222K - $225K
|
9.47K
$224K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.76KNew |
$204K - $207K
|
8.76K
$208K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-128- 0.98% |
$2.98K - $3.02K
|
12.9K
$306K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
841New |
$19.6K - $19.9K
|
841
$19.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19KNew |
$443K - $448K
|
19K
$450K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.08K+ 5.62% |
$25.1K - $25.4K
|
20.2K
$478K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.28K+ 182.57% |
$29.8K - $30.2K
|
1.98K
$46.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-17.3K- 50.0% |
$404K - $409K
|
17.3K
$410K
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.73K- 8.75% |
$40.4K - $40.9K
|
18K
$427K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46+ 0.42% |
$1.07K - $1.09K
|
10.9K
$258K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.26K+ 33.13% |
$99.3K - $101K
|
17.1K
$406K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
850New |
$19.8K - $20.1K
|
850
$20.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-2.78K- 14.94% |
$64.8K - $65.7K
|
15.8K
$375K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14KNew |
$331K - $335K
|
14K
$332K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
39KNew |
$921K - $931K
|
39K
$924K
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.18K+ 12.65% |
$28K - $28.3K
|
10.5K
$250K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10.9KNew |
$258K - $261K
|
10.9K
$259K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
813+ 3.87% |
$19.2K - $19.4K
|
21.8K
$517K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
17.1K+ 7.04% |
$389K - $410K
|
261K
$6.17M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
14.9KNew |
$337K - $355K
|
14.9K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
15.6KNew |
$354K - $373K
|
15.6K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.55K- 20.08% |
$57.8K - $60.9K
|
10.2K
$240K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
14KNew |
$318K - $335K
|
14K
$332K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
10.5KNew |
$238K - $250K
|
10.5K
$248K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35.9K- 93.59% |
$821K - $851K
|
2.46K
$58.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
401+ 1.19% |
$9.17K - $9.5K
|
34.1K
$809K
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-928- 9.57% |
$21.2K - $22K
|
8.76K
$208K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.82KNew |
$202K - $209K
|
8.82K
$209K
|
|