Purchases and Sales Made in Q2 2024 in Invesco Bulletshares 2028 Muni (BSMS)
This table provides information about the institutional ownership of Invesco Bulletshares 2028 Muni (BSMS) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2028 MUNI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19.9K+ 147.36% |
$459K - $466K
|
33.4K
$779K
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.42K+ 19.05% |
$217K - $221K
|
58.8K
$1.37M
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.14K+ 55.68% |
$118K - $120K
|
14.4K
$335K
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.31K+ 33.54% |
$99.2K - $101K
|
17.1K
$400K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.75K+ 5.72% |
$40.4K - $41.1K
|
32.4K
$756K
|
|
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
|
|
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
$441K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-184- 0.35% |
$4.24K - $4.31K
|
52.9K
$1.23M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-225- 1.61% |
$5.19K - $5.27K
|
13.8K
$321K
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.4K- 0.49% |
$32.4K - $32.9K
|
286K
$6.68M
|
|
Jul 15, 2024
Q2 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-5.35K- 24.3% |
$123K - $125K
|
16.7K
$389K
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-7.87K- 12.47% |
$181K - $184K
|
55.2K
$1.29M
|