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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-248K- 58.2% |
$5.62M - $5.75M
|
178K
$4.01M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-181K- 58.05% |
$4.1M - $4.2M
|
131K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47.7K- 34.4% |
$1.08M - $1.11M
|
91K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.36K- 60.83% |
$212K - $217K
|
6.02K
$136K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-9.15K- 17.98% |
$207K - $212K
|
41.7K
$940K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.95K- 15.55% |
$44.1K - $45.1K
|
10.6K
$238K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.24K- 7.36% |
$28.1K - $28.8K
|
15.6K
$351K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-959- 6.14% |
$21.7K - $22.2K
|
14.7K
$330K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-890- 4.3% |
$20.2K - $20.6K
|
19.8K
$446K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-800- 14.72% |
$18.1K - $18.6K
|
4.63K
$104K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-261- 2.14% |
$5.91K - $6.05K
|
11.9K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-94- 0.3% |
$2.13K - $2.18K
|
31.1K
$701K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-52- 1.09% |
$1.18K - $1.21K
|
4.73K
$107K
|
|
| Q4 2024 | |||||||
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-46.4KClosed |
$1.06M - $1.08M
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.58K- 29.6% |
$105K - $107K
|
10.9K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-183- 1.65% |
$4.18K - $4.27K
|
10.9K
$246K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.71K- 22.96% |
$62K - $63.3K
|
9.1K
$205K
|
|
| Q2 2024 | |||||||
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-3- 1.39% |
$68.2 - $69.5
|
213
$4.8K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-225- 1.66% |
$4.97K - $5.2K
|
13.3K
$300K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-40.8K- 99.28% |
$927K - $965K
|
295
$6.64K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-3.81K- 17.34% |
$83K - $88.2K
|
18.2K
$409K
|
|
| 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
|
|