Latest Institutional Transactions on Invesco Bulletshares 2029 Muni (BSMT)
This table provides information on the latest institutional transactions involving Invesco Bulletshares 2029 Muni (BSMT) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.54K- 1.23% |
$35K - $35.7K
|
124K
$2.85M
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100New |
$2.32K - $2.35K
|
100
$2.3K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.75K- 6.01% |
$87K - $88.2K
|
58.6K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
199+ 2.59% |
$4.62K - $4.68K
|
7.89K
$182K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.51K+ 5.86% |
$151K - $153K
|
118K
$2.71M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.98K+ 854.14% |
$139K - $141K
|
6.68K
$154K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.57K+ 29.7% |
$106K - $108K
|
20K
$460K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36.1K+ 84.92% |
$838K - $849K
|
78.6K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.42KNew |
$103K - $104K
|
4.42K
$102K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.3KNew |
$331K - $336K
|
14.3K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.7K+ 56.24% |
$132K - $134K
|
15.8K
$365K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.93K+ 8.26% |
$44.8K - $45.4K
|
25.3K
$582K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.61K+ 278.06% |
$83.8K - $85K
|
4.91K
$113K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
162KNew |
$3.77M - $3.82M
|
162K
$3.74M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
959+ 6.2% |
$22.3K - $22.6K
|
16.4K
$378K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-72- 0.61% |
$1.67K - $1.69K
|
11.6K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.96K- 8.0% |
$68.7K - $69.7K
|
34.1K
$784K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
12.6K+ 13.94% |
$292K - $296K
|
103K
$2.37M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
9.17KNew |
$213K - $216K
|
9.17K
$211K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
11.4K+ 14.16% |
$265K - $269K
|
92.2K
$2.12M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-46.3K- 77.94% |
$1.07M - $1.09M
|
13.1K
$302K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.78K+ 11.51% |
$87.7K - $88.9K
|
36.6K
$842K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.36K+ 2.91% |
$31.6K - $32.1K
|
48.1K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.75K- 5.92% |
$40.7K - $41.2K
|
27.8K
$641K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
168K+ 58.65% |
$3.89M - $3.95M
|
454K
$10.4M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.32K+ 3.17% |
$53.8K - $54.6K
|
75.5K
$1.74M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
532+ 0.23% |
$12.3K - $12.5K
|
237K
$5.45M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
6.41K+ 48.32% |
$149K - $151K
|
19.7K
$453K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
860+ 34.85% |
$20K - $20.2K
|
3.33K
$76.6K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.96KNew |
$45.5K - $46.1K
|
1.96K
$45.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.87K+ 35.35% |
$229K - $232K
|
37.8K
$870K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.3K+ 7.3% |
$53.4K - $54.1K
|
33.8K
$778K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.1K+ 28.37% |
$257K - $261K
|
50.1K
$1.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.5K+ 100.15% |
$384K - $389K
|
33K
$761K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.88K+ 32.35% |
$66.8K - $67.7K
|
11.8K
$271K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
11.1KNew |
$258K - $261K
|
11.1K
$255K
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-985- 4.57% |
$22.9K - $23.2K
|
20.6K
$474K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.31K+ 8.15% |
$53.5K - $54.2K
|
30.6K
$704K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.63K+ 5.8% |
$84.2K - $85.4K
|
66.2K
$1.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
627+ 5.85% |
$14.6K - $14.8K
|
11.3K
$261K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-31.1K- 32.7% |
$721K - $731K
|
63.9K
$1.47M
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
58.6K+ 208.49% |
$1.36M - $1.38M
|
86.6K
$1.99M
|
|
| Q4 2023 | |||||||
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
15.2KNew |
$332K - $358K
|
15.2K
$350K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
26.3KNew |
$574K - $619K
|
26.3K
$606K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.2KNew |
$26.2K - $28.2K
|
1.2K
$27.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
15.6KNew |
$340K - $367K
|
15.6K
$359K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
113+ 3.86% |
$2.47K - $2.66K
|
3.04K
$70K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
8.53KNew |
$186K - $201K
|
8.53K
$196K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
14.3K+ 301.2% |
$312K - $337K
|
19K
$439K
|
|