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 |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.32K+ 24.19% |
$60.6K - $64.2K
|
11.9K
$316K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
180KNew |
$4.7M - $4.98M
|
180K
$4.77M
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
27.7KNew |
$722K - $765K
|
27.7K
$733K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.8% |
$52.2 - $55.3
|
251
$6.65K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-30K- 65.8% |
$783K - $830K
|
15.6K
$413K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-110K- 26.07% |
$2.87M - $3.04M
|
312K
$8.27M
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
170K+ 47.38% |
$4.43M - $4.7M
|
529K
$14M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.22K+ 37.83% |
$214K - $227K
|
30K
$794K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-50.9K- 17.07% |
$1.33M - $1.41M
|
247K
$6.55M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38+ 0.25% |
$991 - $1.05K
|
15K
$398K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
38+ 6.88% |
$991 - $1.05K
|
590
$15.6K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.63K- 4.13% |
$94.6K - $100K
|
84.1K
$2.23M
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-343- 1.69% |
$8.95K - $9.48K
|
19.9K
$527K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
17+ 0.14% |
$443 - $470
|
12.5K
$330K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
896New |
$23.4K - $24.8K
|
896
$23.7K
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-21K- 55.25% |
$548K - $581K
|
17K
$451K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
435New |
$11.3K - $12K
|
435
$11.5K
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
3.49K+ 3.92% |
$91K - $96.5K
|
92.5K
$2.45M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-173K- 36.73% |
$4.5M - $4.77M
|
297K
$7.88M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-505- 5.26% |
$13.2K - $14K
|
9.1K
$241K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
59+ 0.45% |
$1.54K - $1.63K
|
13.2K
$351K
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
28+ 1.0% |
$730 - $774
|
2.82K
$74.6K
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.2K- 9.85% |
$240K - $254K
|
84.2K
$2.23M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.9K- 2.51% |
$75.6K - $80.2K
|
113K
$2.99M
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-119K- 65.15% |
$3.1M - $3.29M
|
63.6K
$1.69M
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.84K+ 1.24% |
$74.1K - $78.6K
|
233K
$6.16M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
450+ 3.96% |
$11.7K - $12.4K
|
11.8K
$313K
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
9.17K+ 34.53% |
$239K - $253K
|
35.7K
$946K
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-69K- 57.64% |
$1.8M - $1.91M
|
50.7K
$1.34M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.73KNew |
$45.2K - $47.9K
|
1.73K
$45.9K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-219- 36.2% |
$5.71K - $6.06K
|
386
$10.2K
|
|
Jan 23, 2025
Q4 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-2.11K- 7.34% |
$55K - $58.3K
|
26.6K
$705K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.5K- 25.62% |
$39.1K - $41.4K
|
4.35K
$115K
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.14K+ 4.92% |
$81.8K - $86.8K
|
66.9K
$1.77M
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.01K- 9.83% |
$52.3K - $55.4K
|
18.4K
$487K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25.7K- 99.9% |
$669K - $710K
|
25
$662
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-11.3K- 13.89% |
$294K - $312K
|
70K
$1.85M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.83K- 2.81% |
$47.7K - $50.6K
|
63.3K
$1.68M
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-61.8K- 46.14% |
$1.61M - $1.71M
|
72.1K
$1.91M
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
13.7KNew |
$358K - $380K
|
13.7K
$364K
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
6.89K+ 6.56% |
$180K - $191K
|
112K
$2.96M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.38K+ 6.91% |
$88.2K - $93.5K
|
52.3K
$1.38M
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
6.63K+ 6.46% |
$173K - $183K
|
109K
$2.9M
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-392- 4.57% |
$10.2K - $10.8K
|
8.18K
$217K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-387- 1.48% |
$10.1K - $10.7K
|
25.7K
$680K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-11.5K- 50.0% |
$300K - $318K
|
11.5K
$304K
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
16K+ 8.25% |
$416K - $441K
|
210K
$5.55M
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-3.23K- 3.69% |
$84.1K - $89.2K
|
84.1K
$2.23M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
708+ 3.71% |
$18.5K - $19.6K
|
19.8K
$524K
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
19.2K+ 3.93% |
$502K - $532K
|
509K
$13.5M
|