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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
150New |
$3.52K - $3.57K
|
150
$3.52K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-45- 3.96% |
$1.06K - $1.07K
|
1.09K
$25.6K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.8K- 25.25% |
$678K - $689K
|
85.3K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.5KNew |
$271K - $275K
|
11.5K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.3K+ 67.41% |
$195K - $198K
|
20.6K
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.42K+ 22.04% |
$198K - $201K
|
46.6K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.29K+ 14.71% |
$30.4K - $30.8K
|
10K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.57KNew |
$155K - $157K
|
6.57K
$154K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.8KNew |
$418K - $424K
|
17.8K
$417K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11K+ 6.37% |
$260K - $263K
|
184K
$4.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.99KNew |
$94K - $95.4K
|
3.99K
$93.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.95K+ 18.23% |
$45.8K - $46.5K
|
12.6K
$296K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
844+ 7.73% |
$19.9K - $20.2K
|
11.8K
$276K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
16.8KNew |
$396K - $402K
|
16.8K
$395K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.46KNew |
$199K - $202K
|
8.46K
$199K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
800New |
$18.8K - $19.1K
|
800
$18.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
362+ 0.71% |
$8.53K - $8.65K
|
51.6K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.04K+ 21.53% |
$48K - $48.7K
|
11.5K
$270K
|
|
| Q3 2024 | |||||||
|
Mar 25, 2025
Q3 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
728+ 8.45% |
$17K - $17.3K
|
9.35K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.5KNew |
$1.37M - $1.39M
|
58.5K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.2KNew |
$637K - $647K
|
27.2K
$639K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-26.1K- 66.81% |
$611K - $621K
|
13K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
11.7KNew |
$273K - $277K
|
11.7K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
13+ 1.31% |
$304 - $309
|
1.01K
$23.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.2KNew |
$449K - $456K
|
19.2K
$450K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
54.3KNew |
$1.27M - $1.29M
|
54.3K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
437New |
$10.2K - $10.4K
|
437
$10.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
7.06KNew |
$165K - $168K
|
7.06K
$166K
|
|
|
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
$779K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-36.5K- 32.97% |
$854K - $867K
|
74.2K
$1.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-9.3K- 42.99% |
$218K - $221K
|
12.3K
$290K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-128- 0.98% |
$2.98K - $3.02K
|
12.9K
$303K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
841New |
$19.6K - $19.9K
|
841
$19.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.08K+ 5.62% |
$25.1K - $25.4K
|
20.2K
$474K
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.73K- 8.75% |
$40.4K - $40.9K
|
18K
$424K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46+ 0.42% |
$1.07K - $1.09K
|
10.9K
$256K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
850New |
$19.8K - $20.1K
|
850
$20K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.26K+ 33.13% |
$99.3K - $101K
|
17.1K
$402K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14KNew |
$331K - $335K
|
14K
$329K
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.18K+ 12.65% |
$28K - $28.3K
|
10.5K
$248K
|
|
| Q4 2023 | |||||||
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
14.9KNew |
$337K - $355K
|
14.9K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
15.6KNew |
$354K - $373K
|
15.6K
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.55K- 20.08% |
$57.8K - $60.9K
|
10.2K
$238K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
14KNew |
$318K - $335K
|
14K
$329K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
10.5KNew |
$238K - $250K
|
10.5K
$246K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
401+ 1.19% |
$9.17K - $9.5K
|
34.1K
$801K
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-928- 9.57% |
$21.2K - $22K
|
8.76K
$206K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
377+ 3.37% |
$8.62K - $8.93K
|
11.6K
$272K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4K- 25.81% |
$93.7K - $96.4K
|
11.5K
$270K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
310New |
$7.02K - $7.34K
|
310
$7.28K
|
|