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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-9.28M- 92.02% |
$243M - $253M
|
805K
$21.1M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20.3KNew |
$534K - $555K
|
20.3K
$533K
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-37- 0.29% |
$971 - $1.01K
|
12.7K
$333K
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
22K+ 57.89% |
$577K - $600K
|
60K
$1.57M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
135K+ 16.56% |
$3.55M - $3.69M
|
952K
$25M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
5.96K+ 0.96% |
$156K - $163K
|
628K
$16.5M
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-16.8K- 2.18% |
$440K - $457K
|
752K
$19.7M
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
29.9KNew |
$785K - $816K
|
29.9K
$785K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.03K+ 1.19% |
$53.1K - $55.2K
|
173K
$4.53M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.7K+ 75.08% |
$307K - $319K
|
27.3K
$715K
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
712+ 4.98% |
$18.7K - $19.4K
|
15K
$394K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.4K+ 298.69% |
$642K - $667K
|
32.6K
$856K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.2KNew |
$294K - $306K
|
11.2K
$294K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.16KNew |
$56.5K - $58.8K
|
2.16K
$56.5K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-88.6K- 11.21% |
$2.33M - $2.42M
|
702K
$18.4M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
77.3K+ 7.41% |
$2.03M - $2.11M
|
1.12M
$29.4M
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.8KNew |
$99.7K - $104K
|
3.8K
$99.7K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
545+ 4.07% |
$14.3K - $14.9K
|
13.9K
$366K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-11.1K- 97.42% |
$290K - $302K
|
293
$7.69K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51K+ 11.83% |
$1.34M - $1.39M
|
482K
$12.6M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.7K+ 2.74% |
$70.7K - $73.5K
|
101K
$2.65M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
24.2K+ 8.83% |
$634K - $659K
|
298K
$7.81M
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.46K- 1.75% |
$38.3K - $39.8K
|
82.2K
$2.16M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
278+ 3.47% |
$7.29K - $7.58K
|
8.28K
$217K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.94K+ 17.64% |
$235K - $244K
|
59.6K
$1.56M
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-4.45K- 6.64% |
$117K - $121K
|
62.6K
$1.64M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.02K+ 4.22% |
$211K - $219K
|
198K
$5.2M
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.1K+ 1.98% |
$28.8K - $29.9K
|
56.5K
$1.48M
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-10.4K- 4.44% |
$274K - $284K
|
224K
$5.88M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.83K+ 6.84% |
$153K - $159K
|
91K
$2.39M
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.62K- 28.28% |
$121K - $126K
|
11.7K
$308K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.79K- 18.02% |
$99.5K - $103K
|
17.3K
$452K
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-25.5K- 33.79% |
$669K - $696K
|
50K
$1.31M
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-94- 0.45% |
$2.47K - $2.56K
|
20.6K
$541K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.73K+ 0.75% |
$177K - $183K
|
899K
$23.6M
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-160- 1.65% |
$4.2K - $4.36K
|
9.57K
$251K
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
242K+ 7.94% |
$6.35M - $6.6M
|
3.29M
$86.3M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.64KNew |
$253K - $263K
|
9.64K
$253K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-23- 0.06% |
$604 - $627
|
38.8K
$1.02M
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.47K- 8.94% |
$64.8K - $67.4K
|
25.2K
$660K
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
90.9K+ 24.75% |
$2.39M - $2.48M
|
458K
$12M
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
239New |
$6.27K - $6.52K
|
239
$6.27K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
82.7K+ 39.23% |
$2.17M - $2.26M
|
294K
$7.7M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12.9K- 52.92% |
$339K - $352K
|
11.5K
$302K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
35.9K+ 293.86% |
$942K - $979K
|
48.1K
$1.26M
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-5.69K- 49.92% |
$149K - $155K
|
5.7K
$150K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.72K- 12.96% |
$71.4K - $74.2K
|
18.3K
$479K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-290- 0.62% |
$7.61K - $7.91K
|
46.8K
$1.23M
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12.5K+ 18.23% |
$328K - $341K
|
81.1K
$2.13M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
125New |
$3.28K - $3.41K
|
125
$3.28K
|