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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-801- 59.55% |
$19.8K - $19.9K
|
544
$13.5K
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
396New |
$9.8K - $9.88K
|
396
$9.82K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-3.07K- 83.64% |
$75.9K - $76.5K
|
600
$14.9K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-5.21K- 94.04% |
$129K - $130K
|
330
$8.19K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.02K- 16.67% |
$199K - $200K
|
40.1K
$995K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.06KNew |
$175K - $176K
|
7.06K
$175K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
10+ 0.11% |
$247 - $250
|
9.32K
$231K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-12.5K- 50.0% |
$309K - $311K
|
12.5K
$310K
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-20.1K- 68.24% |
$498K - $502K
|
9.37K
$232K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.01K+ 11.69% |
$25K - $25.2K
|
9.64K
$239K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
257KNew |
$6.32M - $6.41M
|
257K
$6.38M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2+ 0.14% |
$49.2 - $49.9
|
1.43K
$35.6K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
63.7KNew |
$1.56M - $1.59M
|
63.7K
$1.58M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
14.7KNew |
$360K - $366K
|
14.7K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
165New |
$4.06K - $4.11K
|
165
$4.09K
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
8.27KNew |
$203K - $206K
|
8.27K
$205K
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
19.5KNew |
$479K - $486K
|
19.5K
$484K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
50.7KNew |
$1.25M - $1.26M
|
50.7K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-214- 61.67% |
$5.26K - $5.34K
|
133
$3.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3KNew |
$73.7K - $74.8K
|
3K
$74.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
24.3KNew |
$597K - $606K
|
24.3K
$603K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
250New |
$6.15K - $6.23K
|
250
$6.2K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.64K+ 23.68% |
$64.9K - $65.8K
|
13.8K
$342K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.1K+ 25.61% |
$51.6K - $52.4K
|
10.3K
$256K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-400- 2.66% |
$9.83K - $9.97K
|
14.7K
$364K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-743- 7.37% |
$18.3K - $18.5K
|
9.33K
$232K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
141+ 0.56% |
$3.47K - $3.51K
|
25.4K
$630K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.38K+ 4.23% |
$34K - $34.4K
|
34K
$845K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
995+ 0.39% |
$24.5K - $24.7K
|
258K
$6.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.58K+ 23.88% |
$137K - $139K
|
29K
$719K
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-940- 10.19% |
$23.1K - $23.4K
|
8.29K
$206K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
33.9KNew |
$836K - $844K
|
33.9K
$842K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.9KNew |
$293K - $297K
|
11.9K
$296K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
80.5KNew |
$1.98M - $2.01M
|
80.5K
$2M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-750- 3.5% |
$18.5K - $18.7K
|
20.7K
$512K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
63.7KNew |
$1.57M - $1.59M
|
63.7K
$1.58M
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-1.31K- 13.31% |
$32.2K - $32.6K
|
8.5K
$211K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1KNew |
$24.4K - $24.9K
|
1K
$24.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
87.8KNew |
$2.14M - $2.18M
|
87.8K
$2.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-275- 22.45% |
$6.71K - $6.84K
|
950
$23.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.93KNew |
$193K - $197K
|
7.93K
$197K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
12KNew |
$293K - $299K
|
12K
$298K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
7.35K+ 35.74% |
$179K - $183K
|
27.9K
$692K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.13% |
$24.4 - $24.9
|
801
$19.9K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.5KClosed |
$36.9K - $37.5K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
42.4KNew |
$1.04M - $1.06M
|
42.4K
$1.05M
|
|
|
Jul 26, 2022
Q2 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
8.84KNew |
$218K - $221K
|
8.84K
$219K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.11KNew |
$200K - $203K
|
8.11K
$201K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.01KNew |
$25.2K - $26K
|
1.01K
$25.1K
|
|
|
May 05, 2022
Q1 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-8.78KClosed |
$219K - $226K
|
0
$0
|
|