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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-400- 2.66% |
$9.83K - $9.97K
|
14.7K
$365K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-940- 10.19% |
$23.1K - $23.4K
|
8.29K
$206K
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-1.31K- 13.31% |
$32.2K - $32.6K
|
8.5K
$211K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-750- 3.5% |
$18.5K - $18.7K
|
20.7K
$514K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-275- 22.45% |
$6.71K - $6.84K
|
950
$23.6K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.5KClosed |
$36.9K - $37.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-9.21KClosed |
$230K - $237K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-8.78KClosed |
$219K - $226K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-7.84KClosed |
$201K - $202K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-500Closed |
$12.9K - $12.9K
|
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 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.35KClosed |
$215K - $216K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-652Closed |
$16.8K - $16.8K
|
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
$314K
|
|
| Q2 2020 | |||||||
|
Jul 21, 2020
Q2 2020
|
First National Corp
|
SELL
|
- |
-12.4KClosed |
$302K - $314K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 06, 2020
Q1 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-15.4K- 57.87% |
$359K - $395K
|
11.2K
$279K
|
|