Latest Institutional Transactions on Invesco ETF Tr Ii Taxable Mun (BAB)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Taxable Mun (BAB) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
4.62K+ 12.05% |
$121K - $128K
|
43K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2.71K+ 2.82% |
$70.7K - $75K
|
98.8K
$2.62M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-444- 25.53% |
$11.6K - $12.3K
|
1.3K
$34.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.7K+ 2.64% |
$776K - $822K
|
1.16M
$30.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.9K- 3.24% |
$572K - $606K
|
656K
$17.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.74K- 13.58% |
$97.6K - $103K
|
23.8K
$631K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
7.13KNew |
$186K - $197K
|
7.13K
$189K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
81.3KNew |
$2.12M - $2.25M
|
81.3K
$2.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
2.09K+ 10.13% |
$54.4K - $57.7K
|
22.7K
$601K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-102- 0.99% |
$2.66K - $2.82K
|
10.2K
$271K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-364- 2.48% |
$9.49K - $10.1K
|
14.3K
$379K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.4K- 9.43% |
$36.6K - $38.8K
|
13.5K
$357K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.17KNew |
$30.4K - $32.2K
|
1.17K
$30.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-169- 54.17% |
$4.41K - $4.67K
|
143
$3.79K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-602- 2.99% |
$15.7K - $16.6K
|
19.5K
$517K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
124K+ 108.91% |
$3.23M - $3.42M
|
237K
$6.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.6K+ 8.55% |
$1.11M - $1.18M
|
541K
$14.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-452- 5.21% |
$11.8K - $12.5K
|
8.23K
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.92K+ 1.79% |
$50.1K - $53.1K
|
109K
$2.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
354+ 5.42% |
$9.23K - $9.79K
|
6.88K
$182K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.95K+ 14.01% |
$155K - $165K
|
48.5K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
147+ 0.43% |
$3.83K - $4.06K
|
34.2K
$907K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
14.9K+ 57.77% |
$390K - $413K
|
40.8K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.38K+ 21.32% |
$62K - $65.8K
|
13.5K
$359K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.13KNew |
$212K - $225K
|
8.13K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
362+ 0.47% |
$9.44K - $10K
|
76.7K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
659New |
$17.2K - $18.2K
|
659
$17.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
93+ 0.61% |
$2.43K - $2.57K
|
15.3K
$405K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-2.18K- 3.73% |
$56.7K - $60.1K
|
56.2K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6K+ 6.91% |
$156K - $166K
|
92.8K
$2.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-45.7K- 4.32% |
$1.19M - $1.26M
|
1.01M
$26.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.49K- 7.46% |
$169K - $180K
|
80.6K
$2.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-4.61K- 7.66% |
$120K - $127K
|
55.5K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5.87K- 1.16% |
$153K - $162K
|
500K
$13.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
18.2K+ 7.7% |
$475K - $504K
|
255K
$6.75M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
159K+ 15.87% |
$4.16M - $4.41M
|
1.16M
$30.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-31.8K- 92.56% |
$830K - $880K
|
2.56K
$67.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.24K+ 48.51% |
$137K - $145K
|
16.1K
$425K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-2.74K- 1.25% |
$71.4K - $75.7K
|
216K
$5.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-17K- 15.49% |
$444K - $470K
|
92.8K
$2.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.64MNew |
$42.7M - $45.2M
|
1.64M
$43.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
744+ 0.97% |
$19.4K - $20.6K
|
77.8K
$2.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.11K- 9.78% |
$28.9K - $30.7K
|
10.2K
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
40New |
$1.04K - $1.11K
|
40
$1.06K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
39.6K+ 49.04% |
$1.03M - $1.09M
|
120K
$3.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 0.38% |
$287 - $304
|
2.9K
$76.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.94K+ 19.27% |
$50.6K - $53.6K
|
12K
$318K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-746- 7.69% |
$19.5K - $20.6K
|
8.96K
$237K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
7.34K+ 9.25% |
$191K - $203K
|
86.7K
$2.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-49K- 76.37% |
$1.28M - $1.35M
|
15.2K
$402K
|