Latest Institutional Sells of Invesco Bulletshares 2029 Muni (BSMT)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2029 Muni (BSMT) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-99.8K- 18.22% |
$2.28M - $2.33M
|
448K
$10.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-8.34K- 34.8% |
$190K - $195K
|
15.6K
$361K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.21K- 5.32% |
$142K - $145K
|
110K
$2.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.58K- 29.6% |
$105K - $107K
|
10.9K
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.03K- 5.19% |
$92K - $94.2K
|
73.6K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-4.03K- 4.24% |
$91.9K - $94.1K
|
91K
$2.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.92K- 5.21% |
$66.7K - $68.3K
|
53.2K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.91K- 23.82% |
$66.5K - $68.1K
|
9.32K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.17K- 11.8% |
$49.6K - $50.8K
|
16.3K
$376K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-225- 1.1% |
$5.14K - $5.26K
|
20.2K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-183- 1.65% |
$4.18K - $4.27K
|
10.9K
$252K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.71K- 22.96% |
$62K - $63.3K
|
9.1K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-151- 3.06% |
$3.45K - $3.52K
|
4.79K
$111K
|
|
| Q2 2024 | |||||||
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-3- 1.39% |
$68.2 - $69.5
|
213
$4.92K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-225- 1.66% |
$4.97K - $5.2K
|
13.3K
$308K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-40.8K- 99.28% |
$927K - $965K
|
295
$6.82K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-3.81K- 17.34% |
$83K - $88.2K
|
18.2K
$420K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-166Closed |
$4.3K - $4.4K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.37KClosed |
$215K - $220K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-34K- 78.52% |
$859K - $890K
|
9.3K
$215K
|
|