Latest Institutional Sells of Invesco Bulletshares 2025 Muni (BSMP)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2025 Muni (BSMP) 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 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-66.4K- 97.37% |
$1.62M - $1.63M
|
1.79K
$44K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-51.2K- 15.42% |
$1.25M - $1.26M
|
281K
$6.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-15.6K- 32.55% |
$382K - $384K
|
32.3K
$795K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-14.2K- 17.6% |
$346K - $349K
|
66.3K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13K- 4.46% |
$318K - $320K
|
279K
$6.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-11K- 27.4% |
$269K - $271K
|
29.1K
$716K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.18K- 17.24% |
$200K - $201K
|
39.3K
$965K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.82K- 3.21% |
$167K - $168K
|
206K
$5.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.06K- 28.38% |
$148K - $149K
|
15.3K
$376K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.24K- 20.93% |
$104K - $104K
|
16K
$393K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.8K- 5.6% |
$92.9K - $93.6K
|
64K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-2.87K- 5.44% |
$70.2K - $70.7K
|
49.9K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.42K- 6.63% |
$59.1K - $59.5K
|
34K
$836K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.41K- 5.3% |
$58.9K - $59.3K
|
43K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.2K- 3.42% |
$53.7K - $54K
|
62K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-2.1K- 5.69% |
$51.4K - $51.7K
|
34.8K
$855K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.44K- 7.22% |
$35.3K - $35.5K
|
18.5K
$455K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-947- 23.43% |
$23.2K - $23.3K
|
3.09K
$76K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-663- 0.6% |
$16.2K - $16.3K
|
110K
$2.69M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-614- 4.45% |
$15K - $15.1K
|
13.2K
$324K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-565- 1.04% |
$13.8K - $13.9K
|
53.6K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-34- 3.29% |
$831 - $837
|
1K
$24.6K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-38.1K- 26.52% |
$926K - $939K
|
106K
$2.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.96K- 26.88% |
$96.1K - $97.5K
|
10.8K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.15K- 76.35% |
$52.2K - $52.9K
|
665
$16.3K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-39.8K- 78.31% |
$963K - $970K
|
11K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21.4K- 26.44% |
$518K - $522K
|
59.6K
$1.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-17.3K- 50.0% |
$419K - $423K
|
17.3K
$426K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.54K- 7.66% |
$61.5K - $62K
|
30.6K
$753K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1K- 2.01% |
$24.2K - $24.4K
|
48.7K
$1.2M
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-925- 7.81% |
$22.1K - $22.7K
|
10.9K
$268K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.77K- 9.95% |
$42.4K - $43.2K
|
16K
$393K
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-930- 9.92% |
$22.3K - $22.7K
|
8.45K
$208K
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-1.33K- 13.24% |
$32.1K - $32.8K
|
8.71K
$214K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.5K- 22.42% |
$107K - $110K
|
15.6K
$382K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-6.49K- 8.12% |
$157K - $161K
|
73.4K
$1.8M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-850Closed |
$20.6K - $21.1K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-8.05KClosed |
$199K - $209K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6Closed |
$156 - $157
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.31KClosed |
$215K - $217K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.3KClosed |
$33.6K - $33.9K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-650Closed |
$16.8K - $17K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.77KClosed |
$45.6K - $46.3K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-42.6K- 83.03% |
$1.1M - $1.11M
|
8.7K
$214K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-23.3K- 58.3% |
$581K - $585K
|
16.7K
$410K
|
|