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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-116- 0.18% |
$3.03K - $3.24K
|
66.1K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-194- 0.95% |
$5.07K - $5.43K
|
20.3K
$544K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-311K- 93.71% |
$8.14M - $8.71M
|
20.9K
$561K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
318+ 0.65% |
$8.31K - $8.89K
|
48.9K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-15.1K- 6.84% |
$396K - $424K
|
206K
$5.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44.9K+ 65.44% |
$1.17M - $1.26M
|
114K
$3.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
31.9K+ 6.73% |
$833K - $892K
|
506K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.5K+ 10.86% |
$275K - $294K
|
107K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
39.5K+ 95.74% |
$1.03M - $1.1M
|
80.7K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
258K+ 121.42% |
$6.74M - $7.21M
|
470K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
172K+ 129.62% |
$4.5M - $4.81M
|
305K
$8.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-11.2K- 3.46% |
$294K - $314K
|
313K
$8.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-272- 3.07% |
$7.11K - $7.61K
|
8.58K
$230K
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-24.6K- 3.2% |
$643K - $688K
|
745K
$20M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-44.3K- 4.03% |
$1.16M - $1.24M
|
1.06M
$28.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.2K+ 16.6% |
$293K - $314K
|
78.8K
$2.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
9.7KNew |
$254K - $271K
|
9.7K
$261K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-93.8K- 86.23% |
$2.45M - $2.62M
|
15K
$403K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
174+ 126.09% |
$4.55K - $4.87K
|
312
$8.39K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-53.7K- 9.73% |
$1.4M - $1.5M
|
498K
$13.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
34.4KNew |
$900K - $963K
|
34.4K
$925K
|
|
|
Nov 08, 2024
Q3 2024
|
Progressive Investment Management Corp
|
BUY
|
- |
82+ 1.0% |
$2.14K - $2.29K
|
8.29K
$223K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 1.22% |
$78.4 - $83.9
|
249
$6.69K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
16.8K+ 26.88% |
$440K - $470K
|
79.4K
$2.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.33K+ 97.44% |
$139K - $149K
|
10.8K
$291K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.37K- 31.82% |
$35.9K - $38.4K
|
2.94K
$79K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
177K+ 18.56% |
$4.62M - $4.94M
|
1.13M
$30.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5- 0.05% |
$131 - $140
|
9.58K
$258K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.04K+ 14.6% |
$53.2K - $56.9K
|
16K
$429K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
803+ 9.13% |
$21K - $22.5K
|
9.6K
$258K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-712- 40.41% |
$18.6K - $19.9K
|
1.05K
$28.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-277- 1.79% |
$7.24K - $7.75K
|
15.2K
$408K
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-6.76K- 5.34% |
$177K - $189K
|
120K
$3.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
184KNew |
$4.82M - $5.15M
|
184K
$4.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.9K+ 937.52% |
$154K - $165K
|
6.53K
$175K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-44- 0.35% |
$1.15K - $1.23K
|
12.4K
$334K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-26.8K- 73.66% |
$702K - $751K
|
9.6K
$258K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.8K+ 76.42% |
$517K - $553K
|
45.6K
$1.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-34.7K- 35.09% |
$907K - $971K
|
64.2K
$1.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.25K+ 7.54% |
$163K - $175K
|
89.1K
$2.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-20.1K- 8.4% |
$525K - $562K
|
219K
$5.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.31K- 10.52% |
$34.3K - $36.7K
|
11.2K
$300K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.83K+ 2.51% |
$74K - $79.1K
|
116K
$3.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
173K+ 92.59% |
$4.51M - $4.83M
|
359K
$9.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
13.6K+ 18.54% |
$355K - $380K
|
86.8K
$2.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-690- 1.07% |
$18K - $19.3K
|
63.8K
$1.72M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
7.23K+ 7.39% |
$189K - $202K
|
105K
$2.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
284+ 0.52% |
$7.42K - $7.94K
|
55K
$1.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.46K+ 5.81% |
$38.1K - $40.8K
|
26.6K
$714K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.35K+ 2.36% |
$35.2K - $37.7K
|
58.4K
$1.57M
|