Purchases and Sales Made in Q4 2025 in Invesco Value Municipal Income Trust (IIM)
This table provides information about the institutional ownership of Invesco Value Municipal Income Trust (IIM) during Q4 2025. The information is specifically focused on institutions that hold shares of Invesco Value Municipal Income Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.6KNew |
$156K - $161K
|
12.6K
$158K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
3.5KNew |
$43.4K - $44.6K
|
3.5K
$43.9K
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
777+ 1.88% |
$9.64K - $9.9K
|
42.2K
$530K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
274New |
$3.4K - $3.49K
|
274
$3.44K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 1.37% |
$37.2 - $38.2
|
222
$2.79K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-157- 0.29% |
$1.95K - $2K
|
54.2K
$680K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-6.73K- 11.56% |
$83.5K - $85.7K
|
51.5K
$646K
|
|
|
Jan 08, 2026
Q4 2025
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-122K- 80.92% |
$1.51M - $1.55M
|
28.7K
$361K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-193K- 23.33% |
$2.4M - $2.46M
|
635K
$7.96M
|
|