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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-100K- 25.49% |
$2.42M - $2.44M
|
293K
$7.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-39.8K- 78.31% |
$963K - $970K
|
11K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21.4K- 26.44% |
$518K - $522K
|
59.6K
$1.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-20.6K- 59.89% |
$499K - $503K
|
13.8K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-20K- 12.4% |
$483K - $487K
|
141K
$3.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-17.3K- 50.0% |
$419K - $423K
|
17.3K
$425K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-16.8K- 8.69% |
$406K - $409K
|
176K
$4.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13.5K- 29.09% |
$327K - $330K
|
33K
$809K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.39K- 11.65% |
$203K - $205K
|
63.6K
$1.56M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-7.46K- 10.38% |
$181K - $182K
|
64.4K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.05K- 23.19% |
$146K - $148K
|
20K
$492K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-5K- 26.89% |
$121K - $122K
|
13.6K
$333K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.53K- 1.54% |
$110K - $111K
|
290K
$7.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.88K- 3.4% |
$69.7K - $70.3K
|
81.8K
$2.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.68K- 4.96% |
$64.9K - $65.4K
|
51.4K
$1.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.54K- 7.66% |
$61.5K - $62K
|
30.6K
$751K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-2.53K- 9.66% |
$61.1K - $61.6K
|
23.6K
$579K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.36K- 1.21% |
$57.2K - $57.6K
|
193K
$4.73M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.29K- 6.71% |
$55.4K - $55.9K
|
31.8K
$781K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.15K- 3.07% |
$52K - $52.4K
|
67.8K
$1.66M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-2.08K- 11.98% |
$50.3K - $50.7K
|
15.3K
$375K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.06K- 4.27% |
$49.8K - $50.2K
|
46.1K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.43K- 8.05% |
$34.5K - $34.8K
|
16.3K
$399K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.4K- 1.48% |
$33.8K - $34.1K
|
93.1K
$2.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.21K- 2.45% |
$29.3K - $29.6K
|
48.3K
$1.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1K- 2.01% |
$24.2K - $24.4K
|
48.7K
$1.19M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-853- 0.38% |
$20.6K - $20.8K
|
226K
$5.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-825- 9.07% |
$20K - $20.1K
|
8.28K
$203K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-611- 6.54% |
$14.8K - $14.9K
|
8.73K
$214K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-603- 5.81% |
$14.6K - $14.7K
|
9.78K
$240K
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-425- 1.95% |
$10.3K - $10.4K
|
21.4K
$524K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-300- 0.49% |
$7.26K - $7.32K
|
61.2K
$1.5M
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-6.38K- 36.91% |
$155K - $157K
|
10.9K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-28- 0.99% |
$682 - $687
|
2.81K
$69K
|
|
| 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
$392K
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-930- 9.92% |
$22.3K - $22.7K
|
8.45K
$207K
|
|
| 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
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.7K- 24.56% |
$64.2K - $66.1K
|
8.3K
$203K
|
|
| Q3 2022 | |||||||
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.65K- 73.63% |
$39.4K - $41K
|
589
$14.4K
|
|
| 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
|
|