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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.45KNew |
$32.8K - $33.8K
|
1.45K
$33.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.65K+ 22.84% |
$60.1K - $61.9K
|
14.3K
$331K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-555- 2.76% |
$12.6K - $13K
|
19.5K
$454K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
51+ 0.26% |
$1.16K - $1.19K
|
19.8K
$460K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.49K- 1.33% |
$56.4K - $58.1K
|
185K
$4.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
11.1KNew |
$251K - $258K
|
11.1K
$257K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
579+ 2.98% |
$13.1K - $13.5K
|
20K
$464K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.65K- 3.15% |
$82.8K - $85.3K
|
112K
$2.61M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-260K- 94.5% |
$6M - $6.12M
|
15.1K
$351K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.34K- 11.98% |
$30.9K - $31.5K
|
9.83K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
10.9KNew |
$252K - $257K
|
10.9K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.1K+ 19.69% |
$281K - $286K
|
73.8K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40K+ 22.87% |
$925K - $943K
|
215K
$4.99M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.1K+ 11.96% |
$371K - $378K
|
150K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.1K+ 5.43% |
$256K - $261K
|
215K
$4.98M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.06K+ 3.93% |
$24.6K - $25.1K
|
28.1K
$652K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
625+ 6.24% |
$14.4K - $14.7K
|
10.6K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
61.2K+ 523.17% |
$1.41M - $1.44M
|
73K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-12.1K- 56.43% |
$280K - $285K
|
9.35K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.74K+ 10.78% |
$40.1K - $40.9K
|
17.8K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-24- 0.07% |
$554 - $565
|
35.1K
$815K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.36K+ 27.59% |
$193K - $197K
|
38.6K
$896K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.18K+ 2.46% |
$27.3K - $27.8K
|
49.1K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-246- 1.91% |
$5.68K - $5.8K
|
12.6K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.9K+ 50.44% |
$576K - $587K
|
74.4K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
152K+ 1087.6% |
$3.5M - $3.57M
|
166K
$3.84M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.64K+ 44.84% |
$107K - $109K
|
15K
$348K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.8K- 5.41% |
$318K - $324K
|
240K
$5.58M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.3K+ 13.51% |
$377K - $385K
|
137K
$3.18M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
646+ 5.81% |
$14.9K - $15.2K
|
11.8K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
970+ 11.23% |
$22.4K - $22.9K
|
9.61K
$223K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.21K- 4.38% |
$51.1K - $52.1K
|
48.2K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
138KNew |
$3.18M - $3.24M
|
138K
$3.19M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.03K- 1.93% |
$70.1K - $71.5K
|
154K
$3.58M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
849New |
$19.6K - $20K
|
849
$19.7K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
140+ 0.59% |
$3.23K - $3.3K
|
23.7K
$550K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.32K+ 30.86% |
$123K - $125K
|
22.6K
$524K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.49K+ 9.32% |
$57.5K - $58.6K
|
29.2K
$678K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
24.9K+ 13.55% |
$575K - $586K
|
208K
$4.84M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
418+ 0.86% |
$9.66K - $9.85K
|
48.8K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.03K+ 1.55% |
$69.9K - $71.3K
|
198K
$4.6M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
10.3KNew |
$238K - $243K
|
10.3K
$239K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
5.85K+ 61.39% |
$135K - $138K
|
15.4K
$357K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.6KNew |
$707K - $721K
|
30.6K
$710K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
29.2K+ 46.09% |
$675K - $688K
|
92.6K
$2.15M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-10.8K- 45.27% |
$250K - $255K
|
13.1K
$304K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.8K+ 8293.95% |
$412K - $420K
|
18K
$419K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.5K+ 18.11% |
$1.21M - $1.24M
|
342K
$7.94M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.96K+ 39.1% |
$91.5K - $93.3K
|
14.1K
$327K
|
|