Latest Institutional Sells of Invesco Bulletshares 2024 Muni (BSMO)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2024 Muni (BSMO) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-249K- 58.88% |
$6.17M - $6.2M
|
174K
$4.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-116K- 23.09% |
$2.88M - $2.89M
|
387K
$9.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-84.7K- 97.01% |
$2.1M - $2.11M
|
2.61K
$65K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-42.5K- 48.41% |
$1.05M - $1.06M
|
45.3K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-41.8K- 10.92% |
$1.04M - $1.04M
|
341K
$8.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-37.1K- 26.84% |
$920K - $925K
|
101K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20.3K- 7.29% |
$502K - $505K
|
258K
$6.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.9K- 97.89% |
$492K - $495K
|
427
$10.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.2K- 14.71% |
$451K - $453K
|
105K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15.3K- 10.65% |
$379K - $381K
|
128K
$3.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.2K- 11.31% |
$376K - $378K
|
119K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.3K- 25.28% |
$353K - $355K
|
42.1K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.4K- 2.92% |
$259K - $260K
|
347K
$8.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-8.31K- 21.13% |
$206K - $207K
|
31K
$772K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.94K- 6.58% |
$197K - $198K
|
113K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.06K- 2.9% |
$125K - $126K
|
169K
$4.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.49K- 22.43% |
$111K - $112K
|
15.5K
$387K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.46K- 6.29% |
$110K - $111K
|
66.5K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-4.16K- 8.12% |
$103K - $104K
|
47K
$1.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.15K- 7.98% |
$103K - $103K
|
47.9K
$1.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-3.25K- 20.58% |
$80.5K - $81K
|
12.5K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-2.39K- 11.51% |
$59.3K - $59.6K
|
18.4K
$458K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.69K- 17.26% |
$41.9K - $42.1K
|
8.1K
$202K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.43K- 4.4% |
$35.3K - $35.5K
|
31K
$771K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.4K- 8.14% |
$34.7K - $34.9K
|
15.8K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.34K- 8.71% |
$33.2K - $33.3K
|
14K
$349K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-1.29K- 3.01% |
$32K - $32.1K
|
41.6K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.24K- 7.42% |
$30.6K - $30.8K
|
15.4K
$384K
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-994- 8.75% |
$24.6K - $24.8K
|
10.4K
$258K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-976- 2.55% |
$24.2K - $24.3K
|
37.2K
$926K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-570- 1.74% |
$14.1K - $14.2K
|
32.2K
$802K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-239- 1.7% |
$5.92K - $5.95K
|
13.8K
$344K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-100- 0.24% |
$2.48K - $2.49K
|
41.2K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-20- 0.03% |
$496 - $498
|
64.5K
$1.61M
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-26K- 68.4% |
$643K - $646K
|
12K
$299K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-13.4K- 39.94% |
$331K - $333K
|
20.1K
$501K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-13.2K- 17.88% |
$327K - $328K
|
60.7K
$1.51M
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-11.6K- 48.8% |
$287K - $288K
|
12.2K
$303K
|
|
|
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
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.27K- 49.04% |
$130K - $131K
|
5.47K
$136K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.1K- 1.54% |
$101K - $102K
|
262K
$6.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.15K- 26.47% |
$77.9K - $78.3K
|
8.75K
$218K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-2K- 16.0% |
$49.5K - $49.7K
|
10.5K
$261K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-801- 59.55% |
$19.8K - $19.9K
|
544
$13.5K
|
|
| Q1 2024 | |||||||
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-20.1K- 68.24% |
$498K - $502K
|
9.37K
$233K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-12.5K- 50.0% |
$309K - $311K
|
12.5K
$310K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.02K- 16.67% |
$199K - $200K
|
40.1K
$998K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-5.21K- 94.04% |
$129K - $130K
|
330
$8.21K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-3.07K- 83.64% |
$75.9K - $76.5K
|
600
$14.9K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-743- 7.37% |
$18.3K - $18.5K
|
9.33K
$232K
|
|