Latest Institutional Purchases of Invesco Bulletshares 2028 Muni (BSMS)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2028 Muni (BSMS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.38K+ 14.88% |
$31.9K - $32.5K
|
10.6K
$248K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.29K+ 2.44% |
$29.9K - $30.5K
|
54.2K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.28K+ 12.44% |
$29.6K - $30.2K
|
11.6K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
967+ 7.55% |
$22.4K - $22.8K
|
13.8K
$321K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
856New |
$19.8K - $20.2K
|
856
$20K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
650New |
$15K - $15.3K
|
650
$15.2K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
650+ 17.41% |
$15K - $15.3K
|
4.38K
$102K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
355New |
$8.22K - $8.37K
|
355
$8.28K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
13+ 0.91% |
$301 - $307
|
1.44K
$33.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.2KNew |
$443K - $450K
|
19.2K
$448K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
12.5KNew |
$288K - $293K
|
12.5K
$292K
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
5.57K+ 49.67% |
$128K - $131K
|
16.8K
$391K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.31K+ 33.54% |
$99.2K - $101K
|
17.1K
$400K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
856New |
$19.7K - $20.1K
|
856
$20K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
850New |
$19.6K - $19.9K
|
850
$19.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
166+ 2.31% |
$3.83K - $3.89K
|
7.35K
$171K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46+ 0.47% |
$1.06K - $1.08K
|
9.87K
$230K
|
|
| Q1 2024 | |||||||
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
21.9KNew |
$513K - $520K
|
21.9K
$510K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.9KNew |
$326K - $330K
|
13.9K
$324K
|
|
| Q4 2023 | |||||||
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
15KNew |
$336K - $357K
|
15K
$351K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
14.1KNew |
$315K - $336K
|
14.1K
$329K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
13.9KNew |
$311K - $330K
|
13.9K
$324K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
8.43KNew |
$188K - $200K
|
8.43K
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.81KNew |
$40.4K - $43K
|
1.81K
$42.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
837New |
$18.7K - $19.9K
|
837
$19.5K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
405+ 1.2% |
$9.12K - $9.53K
|
34.1K
$796K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
381+ 3.37% |
$8.58K - $8.96K
|
11.7K
$273K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
134New |
$3.02K - $3.15K
|
134
$3.12K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
9.76KNew |
$225K - $233K
|
9.76K
$228K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.5KNew |
$430K - $443K
|
18.5K
$432K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
6KNew |
$139K - $144K
|
6K
$140K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
9.62KNew |
$214K - $226K
|
9.62K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
101New |
$2.24K - $2.37K
|
101
$2.35K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2New |
$44.4 - $46.9
|
2
$46.6
|
|
| Q3 2022 | |||||||
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
238+ 2.44% |
$5.31K - $5.71K
|
10K
$233K
|
|
| Q1 2022 | |||||||
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4.13K+ 18.25% |
$99.8K - $108K
|
26.7K
$623K
|
|
| Q4 2020 | |||||||
|
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
23.6KNew |
$600K - $619K
|
23.6K
$550K
|
|