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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-9.21KClosed |
$230K - $237K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-500Closed |
$12.9K - $12.9K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-7.84KClosed |
$201K - $202K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-12KClosed |
$309K - $311K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-599Closed |
$15.4K - $15.5K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
14New |
$360 - $362
|
14
$347
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-652Closed |
$16.8K - $16.8K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.35KClosed |
$215K - $216K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-550Closed |
$14.2K - $14.2K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2.56KClosed |
$65.6K - $66.2K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-44.3K- 77.8% |
$1.13M - $1.14M
|
12.6K
$313K
|
|
| Q2 2020 | |||||||
|
Jul 21, 2020
Q2 2020
|
First National Corp
|
SELL
|
- |
-12.4KClosed |
$302K - $314K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.97KNew |
$45.8K - $50.4K
|
1.97K
$48.9K
|
|
|
May 06, 2020
Q1 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-15.4K- 57.87% |
$359K - $395K
|
11.2K
$279K
|
|