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 |
---|---|---|---|---|---|---|---|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-7.55K- 87.33% |
$197K - $209K
|
1.1K
$29K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 0.95% |
$261 - $277
|
1.07K
$28.3K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
300New |
$7.84K - $8.39K
|
300
$7.95K
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.45K- 6.1% |
$37.9K - $40.5K
|
22.3K
$590K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.75KNew |
$229K - $245K
|
8.75K
$232K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-10.3K- 47.88% |
$269K - $288K
|
11.2K
$297K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
27New |
$706 - $755
|
27
$715
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.13K+ 9.5% |
$29.5K - $31.6K
|
13K
$345K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-600- 8.61% |
$15.7K - $16.8K
|
6.37K
$169K
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-116- 0.18% |
$3.03K - $3.24K
|
66.1K
$1.75M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-311K- 93.71% |
$8.14M - $8.71M
|
20.9K
$553K
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-15.1K- 6.84% |
$396K - $424K
|
206K
$5.47M
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.37K- 31.82% |
$35.9K - $38.4K
|
2.94K
$77.9K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-712- 40.41% |
$18.6K - $19.9K
|
1.05K
$27.8K
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
184KNew |
$4.82M - $5.15M
|
184K
$4.88M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
284+ 0.52% |
$7.42K - $7.94K
|
55K
$1.46M
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.98K+ 34.68% |
$51.7K - $55.3K
|
7.68K
$203K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
30New |
$784 - $839
|
30
$795
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-234K- 20.11% |
$6.11M - $6.54M
|
929K
$24.6M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-40K- 5.11% |
$1.04M - $1.12M
|
741K
$19.6M
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-75- 27.27% |
$1.96K - $2.1K
|
200
$5.3K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.63K+ 67.22% |
$199K - $213K
|
19K
$503K
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.88K- 11.25% |
$75.3K - $80.6K
|
22.7K
$602K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.98KNew |
$256K - $268K
|
9.98K
$264K
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
735New |
$18.9K - $19.7K
|
735
$19.5K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
593New |
$15.2K - $15.9K
|
593
$15.7K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
224+ 1.73% |
$5.75K - $6.01K
|
13.2K
$349K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
208New |
$5.34K - $5.58K
|
208
$5.51K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
980New |
$25.2K - $26.3K
|
980
$26K
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
200New |
$5.14K - $5.36K
|
200
$5.3K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-18.4K- 47.48% |
$473K - $494K
|
20.4K
$540K
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
170New |
$4.37K - $4.56K
|
170
$4.5K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.4K- 61.54% |
$61.7K - $64.4K
|
1.5K
$39.7K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.15KNew |
$55.3K - $57.7K
|
2.15K
$57K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18KNew |
$463K - $483K
|
18K
$477K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-956K- 98.29% |
$24.6M - $25.6M
|
16.7K
$442K
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
199KNew |
$5.1M - $5.33M
|
199K
$5.26M
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
10.4KNew |
$267K - $279K
|
10.4K
$275K
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
166KNew |
$4.27M - $4.46M
|
166K
$4.4M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
486New |
$12.5K - $13K
|
486
$12.9K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-145- 0.1% |
$3.73K - $3.89K
|
140K
$3.71M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
762New |
$19.6K - $20.4K
|
762
$20.2K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
305+ 66.59% |
$7.84K - $8.18K
|
763
$20.2K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-524- 26.4% |
$13.5K - $14.1K
|
1.46K
$38.7K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
60KNew |
$1.57M - $1.64M
|
60K
$1.59M
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-54- 2.81% |
$1.42K - $1.47K
|
1.87K
$49.4K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-611- 20.99% |
$16K - $16.7K
|
2.3K
$60.9K
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
67.4KNew |
$1.77M - $1.84M
|
67.4K
$1.79M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-193- 1.62% |
$5.06K - $5.26K
|
11.8K
$311K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.73KNew |
$255K - $265K
|
9.73K
$258K
|