A detailed history of Whipplewood Advisors, LLC transactions in Invesco Value Municipal Income Trust stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 76,462 shares of IIM stock, worth $883,136. This represents 0.49% of its overall portfolio holdings.

Number of Shares
76,462
Previous 231 33000.43%
Holding current value
$883,136
Previous $915 Million 2.68%
% of portfolio
0.49%
Previous 0.54%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025

BUY
$11.31 - $12.11 $862,172 - $923,157
76,231 Added 33000.43%
76,462 $890 Million
Q1 2025

Apr 09, 2025

SELL
$11.84 - $12.49 $892,629 - $941,633
-75,391 Reduced 99.69%
231 $915 Million
Q4 2024

Feb 04, 2025

BUY
$11.71 - $12.93 $885,533 - $977,792
75,622 New
75,622 $899 Million

Others Institutions Holding IIM

About Invesco Value Municipal Income Trust


  • Ticker IIM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Invesco Value Municipal Income Trust is a closed-ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., INVESCO Asset Management (Japan) Limited, INVESCO Asset Management Deutschland GmbH, INVESCO Asset Management Limited, Invesco Canada Ltd., Invesco Hong Kong Limited, and INVESCO Senior Secure...
More about IIM
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