Purchases and Sales Made in Q4 2023 in Invesco Bulletshares 2027 Muni (BSMR)
This table provides information about the institutional ownership of Invesco Bulletshares 2027 Muni (BSMR) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2027 MUNI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.55K- 20.08% |
$57.8K - $60.9K
|
10.2K
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.83K- 49.05% |
$86.9K - $91.5K
|
3.98K
$94.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-4.97K- 13.3% |
$113K - $119K
|
32.4K
$768K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.95K- 15.76% |
$158K - $166K
|
37.1K
$880K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.5K- 24.91% |
$397K - $419K
|
52.8K
$1.25M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-37.1K- 29.18% |
$841K - $886K
|
89.9K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-111K- 90.8% |
$2.51M - $2.65M
|
11.2K
$266K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-288K- 57.24% |
$6.53M - $6.88M
|
215K
$5.1M
|