Latest Institutional Transactions on Invesco Bulletshares 2028 Muni (BSMS)
This table provides information on the latest institutional transactions involving Invesco Bulletshares 2028 Muni (BSMS) 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 |
---|---|---|---|---|---|---|---|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39+ 0.36% |
$899 - $914
|
10.9K
$256K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.65K+ 6.95% |
$176K - $179K
|
118K
$2.76M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.85K+ 18.06% |
$65.6K - $66.7K
|
18.6K
$437K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
130K+ 155.08% |
$3M - $3.05M
|
214K
$5.02M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.21KNew |
$27.9K - $28.4K
|
1.21K
$28.4K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.37K- 18.54% |
$170K - $173K
|
32.4K
$760K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.93K+ 4.58% |
$44.6K - $45.3K
|
44.2K
$1.04M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
346+ 2.78% |
$7.98K - $8.11K
|
12.8K
$301K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-337- 3.17% |
$7.77K - $7.9K
|
10.3K
$242K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-871- 1.0% |
$20.1K - $20.4K
|
86.4K
$2.03M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.6K- 47.87% |
$106K - $108K
|
5.01K
$118K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.16K- 21.54% |
$72.8K - $74K
|
11.5K
$270K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.04K+ 0.98% |
$47K - $47.8K
|
209K
$4.92M
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
23.5K+ 15.47% |
$543K - $551K
|
176K
$4.13M
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-303- 2.29% |
$6.98K - $7.1K
|
13K
$304K
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
5.57K+ 49.67% |
$128K - $131K
|
16.8K
$394K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-521- 1.71% |
$12K - $12.2K
|
29.9K
$703K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14K+ 47.15% |
$323K - $328K
|
43.7K
$1.03M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
166+ 2.31% |
$3.83K - $3.89K
|
7.35K
$173K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.29K+ 11.64% |
$29.8K - $30.3K
|
12.4K
$291K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
9.25KNew |
$213K - $217K
|
9.25K
$217K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.07K+ 9.38% |
$163K - $166K
|
82.4K
$1.94M
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12.8KNew |
$295K - $300K
|
12.8K
$300K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.09K+ 269.41% |
$186K - $189K
|
11.1K
$260K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.02K+ 4.44% |
$208K - $211K
|
212K
$4.98M
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
7.43K+ 14.41% |
$171K - $174K
|
59K
$1.39M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-765- 4.75% |
$17.6K - $17.9K
|
15.3K
$360K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-355- 1.67% |
$8.18K - $8.32K
|
20.9K
$491K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.2KNew |
$443K - $450K
|
19.2K
$451K
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
12.5KNew |
$288K - $293K
|
12.5K
$294K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.31K+ 3.26% |
$122K - $124K
|
168K
$3.96M
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.73K- 8.75% |
$39.9K - $40.6K
|
18.1K
$424K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.62K+ 3.15% |
$106K - $108K
|
151K
$3.55M
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.62K+ 22.59% |
$176K - $179K
|
41.4K
$972K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46+ 0.47% |
$1.06K - $1.08K
|
9.87K
$232K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.58K+ 73.67% |
$36.5K - $37.1K
|
3.73K
$87.7K
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
11.4KNew |
$262K - $267K
|
11.4K
$267K
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.42K+ 19.05% |
$217K - $221K
|
58.8K
$1.38M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-27- 0.14% |
$622 - $633
|
18.9K
$444K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.75K+ 5.72% |
$40.4K - $41.1K
|
32.4K
$761K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19.9K+ 147.36% |
$459K - $466K
|
33.4K
$785K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-225- 1.61% |
$5.19K - $5.27K
|
13.8K
$323K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-184- 0.35% |
$4.24K - $4.31K
|
52.9K
$1.24M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
850New |
$19.6K - $19.9K
|
850
$20K
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.31K+ 33.54% |
$99.2K - $101K
|
17.1K
$403K
|
|
Jul 15, 2024
Q2 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-5.35K- 24.3% |
$123K - $125K
|
16.7K
$391K
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.14K+ 55.68% |
$118K - $120K
|
14.4K
$338K
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-7.87K- 12.47% |
$181K - $184K
|
55.2K
$1.3M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
856New |
$19.7K - $20.1K
|
856
$20.1K
|