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 |
---|---|---|---|---|---|---|---|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
14.5K+ 10.67% |
$329K - $337K
|
151K
$3.42M
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10.1K+ 244.69% |
$230K - $235K
|
14.3K
$325K
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.24K+ 59.46% |
$119K - $122K
|
14.1K
$319K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.51KNew |
$125K - $128K
|
5.51K
$125K
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
9.25KNew |
$210K - $215K
|
9.25K
$210K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
21.4KNew |
$484K - $496K
|
21.4K
$486K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
8.11K+ 15.55% |
$184K - $188K
|
60.2K
$1.37M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
432+ 99.77% |
$9.79K - $10K
|
865
$19.7K
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-248K- 58.2% |
$5.62M - $5.75M
|
178K
$4.05M
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-9.15K- 17.98% |
$207K - $212K
|
41.7K
$949K
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.6K+ 32.58% |
$104K - $107K
|
18.7K
$425K
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-800- 14.72% |
$18.1K - $18.6K
|
4.63K
$105K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.2K+ 23.02% |
$480K - $492K
|
113K
$2.57M
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
245+ 0.7% |
$5.55K - $5.68K
|
35.3K
$802K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.24K- 7.36% |
$28.1K - $28.8K
|
15.6K
$355K
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
11.4K+ 3.68% |
$258K - $264K
|
321K
$7.29M
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
412+ 3.51% |
$9.34K - $9.55K
|
12.2K
$276K
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.6K+ 75.86% |
$150K - $153K
|
15.3K
$348K
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
37K+ 28.66% |
$840K - $859K
|
166K
$3.78M
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
36.4K+ 49.94% |
$825K - $845K
|
109K
$2.49M
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
2.04K+ 2.24% |
$46.2K - $47.2K
|
93K
$2.11M
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
191KNew |
$4.33M - $4.43M
|
191K
$4.34M
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.49K+ 13.43% |
$79.2K - $81K
|
29.5K
$671K
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.84K+ 3.46% |
$41.7K - $42.7K
|
55K
$1.25M
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
700New |
$15.9K - $16.2K
|
700
$15.9K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.8K- 26.71% |
$542K - $555K
|
65.2K
$1.48M
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-46.4KClosed |
$1.06M - $1.08M
|
0
$0
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
58.9KNew |
$1.34M - $1.38M
|
58.9K
$1.34M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-183- 1.65% |
$4.18K - $4.27K
|
10.9K
$248K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
68KNew |
$1.55M - $1.59M
|
68K
$1.55M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.6KNew |
$243K - $248K
|
10.6K
$242K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
9.85K+ 9.23% |
$225K - $230K
|
117K
$2.65M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.12KNew |
$94K - $96.2K
|
4.12K
$93.6K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.58K- 29.6% |
$105K - $107K
|
10.9K
$248K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.65KNew |
$197K - $202K
|
8.65K
$197K
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
8.7K+ 99.14% |
$199K - $203K
|
17.5K
$397K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.5KNew |
$331K - $339K
|
14.5K
$329K
|
|
Q3 2024 | |||||||
Mar 25, 2025
Q3 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
8.86KNew |
$203K - $207K
|
8.86K
$201K
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
6.1KNew |
$140K - $142K
|
6.1K
$139K
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
9.37KNew |
$214K - $219K
|
9.37K
$213K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.3KNew |
$577K - $589K
|
25.3K
$574K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.71K- 22.96% |
$62K - $63.3K
|
9.1K
$207K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
750New |
$17.2K - $17.5K
|
750
$17K
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
7.19KNew |
$164K - $168K
|
7.19K
$163K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.25K+ 11.88% |
$97.2K - $99.2K
|
40K
$910K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39K+ 313.1% |
$893K - $911K
|
51.5K
$1.17M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
293New |
$6.7K - $6.84K
|
293
$6.66K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
154+ 5.06% |
$3.5K - $3.57K
|
3.2K
$72.7K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-3- 1.39% |
$68.2 - $69.5
|
213
$4.84K
|
|
Q1 2024 | |||||||
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100New |
$2.32K - $2.35K
|
100
$2.27K
|