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 |
---|---|---|---|---|---|---|---|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-225- 1.66% |
$4.97K - $5.2K
|
13.3K
$306K
|
|
Q2 2023 | |||||||
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
51.9KNew |
$1.18M - $1.23M
|
51.9K
$1.19M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.13KNew |
$48.3K - $50.2K
|
2.13K
$48.9K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-40.8K- 99.28% |
$927K - $965K
|
295
$6.79K
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
9.95KNew |
$226K - $235K
|
9.95K
$229K
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
216New |
$4.91K - $5.1K
|
216
$4.97K
|
|
Q1 2023 | |||||||
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
15.5KNew |
$354K - $366K
|
15.5K
$356K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
99.5KNew |
$2.17M - $2.3M
|
99.5K
$2.29M
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-3.81K- 17.34% |
$83.2K - $88.2K
|
18.2K
$418K
|
|
Q3 2022 | |||||||
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
74.2KNew |
$1.65M - $1.75M
|
74.2K
$1.71M
|
|
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
11.9KNew |
$265K - $281K
|
11.9K
$274K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.73KClosed |
$195K - $210K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
430New |
$9.61K - $10.4K
|
430
$9.89K
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
117KNew |
$2.61M - $2.81M
|
117K
$2.69M
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-166Closed |
$4.3K - $4.4K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
17New |
$438 - $447
|
17
$391
|
|
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.37KClosed |
$215K - $220K
|
0
$0
|
|
Q4 2020 | |||||||
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
22KNew |
$555K - $575K
|
22K
$506K
|