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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
24KNew |
$542K - $567K
|
24K
$563K
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
2.2K+ 146.67% |
$50.1K - $53.3K
|
3.7K
$86.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.2K+ 25.88% |
$50.1K - $53.3K
|
10.7K
$251K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-6.47K- 8.07% |
$150K - $157K
|
73.7K
$1.73M
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
500New |
$11.6K - $12.1K
|
500
$11.7K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-47Closed |
$1.21K - $1.23K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
17New |
$435 - $443
|
17
$399
|
|
|
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.48KClosed |
$217K - $221K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-726Closed |
$18.6K - $18.9K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-658Closed |
$16.7K - $17.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
23.6KNew |
$591K - $608K
|
23.6K
$553K
|
|