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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-177Closed |
$5.69K - $5.89K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1Closed |
$32.2 - $33.3
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-4.92KClosed |
$158K - $164K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
48.8KNew |
$1.57M - $1.62M
|
48.8K
$1.29M
|
|
|
Aug 16, 2021
Q2 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.2KClosed |
$70.7K - $73.1K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-95Closed |
$3.06K - $3.16K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-690Closed |
$22.2K - $23K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-650Closed |
$20.9K - $21.6K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
31New |
$997 - $1.03K
|
31
$821
|
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-9.08KClosed |
$292K - $302K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3.8KClosed |
$122K - $126K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-744Closed |
$23.7K - $25.1K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-744Closed |
$23.7K - $25.1K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-328Closed |
$10.4K - $11.1K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Covington Capital Management
|
SELL
|
- |
-175Closed |
$5.57K - $5.9K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-39.3KClosed |
$1.25M - $1.33M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.52KClosed |
$208K - $220K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-356KClosed |
$11.3M - $12M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-865Closed |
$27.5K - $29.2K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2.11KClosed |
$67.2K - $71.2K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-76.3KClosed |
$2.43M - $2.57M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-4.58KClosed |
$146K - $154K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-500Closed |
$15.9K - $16.9K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-12.7KClosed |
$404K - $428K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-100Closed |
$3.18K - $3.37K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-786Closed |
$25K - $26.5K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Clean Yield Group
|
SELL
|
- |
-270Closed |
$8.6K - $9.11K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
City Holding CO
|
BUY
|
- |
189New |
$6.02K - $6.37K
|
189
$5.01K
|
|
| Q4 2020 | |||||||
|
Feb 17, 2021
Q4 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.96KClosed |
$259K - $267K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-9.8KClosed |
$319K - $329K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
20.4KNew |
$664K - $685K
|
20.4K
$541K
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-158Closed |
$5.14K - $5.3K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-3.43KClosed |
$111K - $115K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-11.4KClosed |
$372K - $383K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-11.9KClosed |
$386K - $398K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.2KClosed |
$331K - $341K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.1KClosed |
$395K - $407K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-365Closed |
$11.9K - $12.2K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Gen Trust, LLC
|
SELL
|
- |
-9.99KClosed |
$328K - $337K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-430Closed |
$14.1K - $14.5K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-34- 0.25% |
$1.02K - $1.12K
|
13.3K
$353K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-26Closed |
$777 - $859
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-137Closed |
$4.1K - $4.53K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-13.6KClosed |
$406K - $449K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jun 17, 2024
Q1 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
10.1KNew |
$254K - $351K
|
10.1K
$269K
|
|
|
May 15, 2020
Q1 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-338Closed |
$8.45K - $11.7K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-11.1KClosed |
$277K - $383K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-22.2KClosed |
$555K - $769K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Jnba Financial Advisors
|
SELL
|
- |
-79Closed |
$1.98K - $2.74K
|
0
$0
|
|