Latest Institutional Sells of Invesco ETF Tr Ii Taxable Mun (BAB)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Taxable Mun (BAB) 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 |
---|---|---|---|---|---|---|---|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.2K- 90.91% |
$30.2K - $32.1K
|
120
$3.16K
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-333Closed |
$8.39K - $8.91K
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-275- 14.72% |
$6.93K - $7.36K
|
1.59K
$42K
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-60- 0.5% |
$1.51K - $1.61K
|
11.9K
$313K
|
|
Q2 2023 | |||||||
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-552K- 98.44% |
$14.5M - $15M
|
8.75K
$231K
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-5.7K- 30.79% |
$149K - $155K
|
12.8K
$338K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.88K- 63.45% |
$75.4K - $78.3K
|
1.66K
$43.7K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.83K- 9.97% |
$48K - $49.9K
|
16.5K
$436K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.52K- 2.1% |
$39.8K - $41.3K
|
70.7K
$1.87M
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-696- 0.38% |
$18.3K - $19K
|
180K
$4.76M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-325- 11.25% |
$8.53K - $8.85K
|
2.56K
$67.6K
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-210- 2.49% |
$5.51K - $5.72K
|
8.22K
$217K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2- 0.08% |
$51.8 - $54.5
|
2.56K
$67.6K
|
|
Q4 2022 | |||||||
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-80K- 27.49% |
$1.96M - $2.14M
|
211K
$5.56M
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4K- 33.2% |
$98K - $107K
|
8.05K
$212K
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.73K- 24.29% |
$91.3K - $99.6K
|
11.6K
$306K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.36K- 74.34% |
$82.3K - $89.7K
|
1.16K
$30.6K
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-2.25K- 20.45% |
$55.1K - $60.1K
|
8.75K
$231K
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.97K- 17.56% |
$48.1K - $52.5K
|
9.23K
$243K
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-1.61K- 35.56% |
$39.5K - $43K
|
2.92K
$77K
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.02K- 10.64% |
$25K - $27.2K
|
8.57K
$226K
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-600- 50.0% |
$14.7K - $16K
|
600
$15.8K
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-278- 1.78% |
$6.81K - $7.43K
|
15.4K
$405K
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 7.2% |
$4.9K - $5.34K
|
2.58K
$68K
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-185- 34.58% |
$4.53K - $4.94K
|
350
$9.23K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-35.1KClosed |
$888K - $994K
|
0
$0
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-28.5KClosed |
$721K - $807K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-17.5KClosed |
$444K - $497K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.31K- 23.43% |
$109K - $122K
|
14.1K
$371K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-815- 1.24% |
$20.6K - $23.1K
|
64.8K
$1.71M
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-750- 2.43% |
$19K - $21.3K
|
30.1K
$794K
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-168- 0.99% |
$4.26K - $4.76K
|
16.8K
$442K
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-143- 1.01% |
$3.62K - $4.05K
|
14.1K
$371K
|
|
Q2 2022 | |||||||
Aug 04, 2022
Q2 2022
|
Cno Financial Group, Inc.
|
SELL
|
- |
-620KClosed |
$16.7M - $18.3M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-240KClosed |
$6.45M - $7.1M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
SELL
|
- |
-40.1KClosed |
$1.08M - $1.19M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Ti Trust, Inc
|
SELL
|
- |
-33.5K- 37.27% |
$901K - $993K
|
56.5K
$1.49M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-21.5KClosed |
$577K - $636K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-14.4KClosed |
$387K - $426K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-9KClosed |
$242K - $266K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.66KClosed |
$233K - $256K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-7.37KClosed |
$198K - $218K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-7.3KClosed |
$196K - $216K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-7.01KClosed |
$188K - $207K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-6.81KClosed |
$183K - $201K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-4.06K- 70.57% |
$109K - $120K
|
1.69K
$44.6K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.35K- 25.22% |
$90.1K - $99.3K
|
9.94K
$262K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.44KClosed |
$65.5K - $72.2K
|
0
$0
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.05KClosed |
$55K - $60.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.86KClosed |
$49.8K - $54.9K
|
0
$0
|