Latest Institutional Transactions on Invesco Bulletshares 2024 Muni (BSMO)
This table provides information on the latest institutional transactions involving Invesco Bulletshares 2024 Muni (BSMO) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
16+ 0.04% |
$396 - $399
|
40.1K
$994K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-8.31K- 21.13% |
$206K - $207K
|
31K
$769K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-37.1K- 26.84% |
$920K - $925K
|
101K
$2.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-42.5K- 48.41% |
$1.05M - $1.06M
|
45.3K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.49K- 22.43% |
$111K - $112K
|
15.5K
$385K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.01KNew |
$49.8K - $50K
|
2.01K
$49.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
608+ 1.74% |
$15.1K - $15.1K
|
35.5K
$881K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-239- 1.7% |
$5.92K - $5.95K
|
13.8K
$343K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.2KNew |
$376K - $378K
|
15.2K
$377K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-20- 0.03% |
$496 - $498
|
64.5K
$1.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
230+ 1.8% |
$5.7K - $5.73K
|
13K
$322K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7+ 0.02% |
$173 - $174
|
38.1K
$944K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
309+ 52.02% |
$7.66K - $7.7K
|
903
$22.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-4.16K- 8.12% |
$103K - $104K
|
47K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-2.39K- 11.51% |
$59.3K - $59.6K
|
18.4K
$457K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.51K+ 11.07% |
$62.1K - $62.4K
|
25.1K
$624K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
553+ 0.53% |
$13.7K - $13.8K
|
104K
$2.58M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-570- 1.74% |
$14.1K - $14.2K
|
32.2K
$799K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.43K- 4.4% |
$35.3K - $35.5K
|
31K
$768K
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-994- 8.75% |
$24.6K - $24.8K
|
10.4K
$257K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
195+ 0.64% |
$4.83K - $4.86K
|
30.8K
$763K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.6KNew |
$808K - $811K
|
32.6K
$810K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.15K- 26.47% |
$77.9K - $78.3K
|
8.75K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.6KNew |
$288K - $289K
|
11.6K
$288K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.27K- 49.04% |
$130K - $131K
|
5.47K
$136K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.18KNew |
$227K - $228K
|
9.18K
$228K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.07K- 10.43% |
$175K - $176K
|
60.7K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-26K- 68.4% |
$643K - $646K
|
12K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.6KNew |
$609K - $612K
|
24.6K
$611K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
202+ 7.41% |
$5K - $5.02K
|
2.93K
$72.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-13.4K- 39.94% |
$331K - $333K
|
20.1K
$500K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1K+ 11.14% |
$24.7K - $24.9K
|
9.98K
$247K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.46K+ 21.36% |
$36.1K - $36.3K
|
8.3K
$206K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.34K+ 8.33% |
$33.3K - $33.4K
|
17.5K
$434K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
792New |
$19.6K - $19.7K
|
792
$19.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.6KNew |
$608K - $611K
|
24.6K
$609K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-13.2K- 17.88% |
$327K - $328K
|
60.7K
$1.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
404+ 1.84% |
$9.99K - $10K
|
22.4K
$556K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.92K+ 14.03% |
$72.2K - $72.5K
|
23.7K
$588K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-2K- 16.0% |
$49.5K - $49.7K
|
10.5K
$260K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
13.1KNew |
$324K - $326K
|
13.1K
$325K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.82K+ 15.27% |
$243K - $244K
|
74.1K
$1.84M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.26K+ 5.03% |
$31.1K - $31.3K
|
26.3K
$652K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
685+ 1.87% |
$16.9K - $17K
|
37.4K
$928K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-11.6K- 48.8% |
$287K - $288K
|
12.2K
$302K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.1K- 1.54% |
$101K - $102K
|
262K
$6.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
82.2KNew |
$2.03M - $2.04M
|
82.2K
$2.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.07KNew |
$200K - $201K
|
8.07K
$200K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
9KNew |
$223K - $224K
|
9K
$223K
|
|