Latest Institutional Transactions on Invesco Value Municipal Income Trust (IIM)
This table provides information on the latest institutional transactions involving Invesco Value Municipal Income Trust (IIM) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-120Closed |
$1.96K - $2.06K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-6.11KClosed |
$99.7K - $105K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.49KClosed |
$40.6K - $42.7K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
667New |
$10.9K - $11.5K
|
667
$8.2K
|
|
| Q2 2021 | |||||||
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-4.68K- 93.62% |
$73.9K - $77.2K
|
319
$3.92K
|
|
|
Aug 16, 2021
Q2 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-201KClosed |
$3.17M - $3.31M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-18.1KClosed |
$286K - $298K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.47KClosed |
$86.4K - $90.2K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Archer Investment Corp
|
SELL
|
- |
-2.37KClosed |
$37.5K - $39.1K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-156Closed |
$2.46K - $2.57K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.94KClosed |
$46.3K - $48.4K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-9.03KClosed |
$138K - $145K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-192Closed |
$2.94K - $3.09K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-75.4KClosed |
$1.15M - $1.21M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Dakota Wealth Management
|
SELL
|
- |
-32.7KClosed |
$500K - $527K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.8KClosed |
$180K - $190K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-16.3KClosed |
$249K - $262K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.1KClosed |
$185K - $195K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.11KClosed |
$47.6K - $50.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-170Closed |
$2.49K - $2.67K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.78KClosed |
$129K - $138K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-15.7KClosed |
$230K - $246K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-274Closed |
$4.01K - $4.3K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-10.5KClosed |
$153K - $164K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-554Closed |
$8.11K - $8.7K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-400Closed |
$5.86K - $6.28K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.67KClosed |
$24K - $25.7K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.5KNew |
$150K - $161K
|
10.5K
$129K
|
|
|
Nov 13, 2020
Q3 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.44KClosed |
$20.7K - $22.2K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-200Closed |
$2.88K - $3.08K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Macroview Investment Management LLC
|
SELL
|
- |
-410- 37.1% |
$5.9K - $6.32K
|
695
$8.55K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-14.2KClosed |
$189K - $206K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-4.18KClosed |
$55.7K - $60.9K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-11.8KClosed |
$157K - $172K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.63KClosed |
$48.3K - $52.8K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
SELL
|
- |
-2.5K- 16.03% |
$33.3K - $36.4K
|
13.1K
$161K
|
|
|
Aug 05, 2020
Q2 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-10.5KClosed |
$139K - $152K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-14.2KClosed |
$189K - $206K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.3KClosed |
$140K - $197K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Howard Marks
Oaktree Capital Management LP | Los Angeles, Ca
|
BUY
|
- |
365KNew |
$4.14M - $5.83M
|
365K
$4.49M
|
|
|
May 05, 2020
Q1 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-578Closed |
$6.56K - $9.24K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Sandy Spring Bank
|
SELL
|
- |
-1.2K- 23.08% |
$13.6K - $19.2K
|
4K
$49.2K
|
|
|
Apr 27, 2020
Q1 2020
|
Western Wealth Management, LLC
|
SELL
|
- |
-90.9KClosed |
$1.03M - $1.45M
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2K+ 10.61% |
$22.7K - $32K
|
20.9K
$256K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.76KNew |
$57.4K - $58.6K
|
3.76K
$46.2K
|
|
|
Feb 13, 2020
Q4 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-22.7KClosed |
$347K - $354K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Prospera Financial Services Inc
|
SELL
|
- |
-25.4KClosed |
$389K - $397K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.89KClosed |
$28.9K - $29.5K
|
0
$0
|
|