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 |
---|---|---|---|---|---|---|---|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.58K+ 58.27% |
$143K - $150K
|
15.2K
$419K
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.47K+ 10.55% |
$192K - $200K
|
78.3K
$2.16M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
305+ 66.59% |
$7.84K - $8.18K
|
763
$21.1K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
11+ 1.06% |
$283 - $295
|
1.05K
$29K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-524- 26.4% |
$13.5K - $14.1K
|
1.46K
$40.4K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
220+ 1.45% |
$5.65K - $5.9K
|
15.4K
$424K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
60KNew |
$1.57M - $1.64M
|
60K
$1.66M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
136K+ 17.03% |
$3.56M - $3.7M
|
932K
$25.8M
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-54- 2.81% |
$1.42K - $1.47K
|
1.87K
$51.5K
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
67.4KNew |
$1.77M - $1.84M
|
67.4K
$1.86M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-611- 20.99% |
$16K - $16.7K
|
2.3K
$63.5K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-193- 1.62% |
$5.06K - $5.26K
|
11.8K
$325K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.73KNew |
$255K - $265K
|
9.73K
$269K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
712+ 67.81% |
$18.7K - $19.4K
|
1.76K
$48.7K
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.4KNew |
$562K - $584K
|
21.4K
$592K
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-111K- 87.02% |
$2.9M - $3.01M
|
16.5K
$456K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.85K- 7.22% |
$127K - $132K
|
62.3K
$1.72M
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
7.72K+ 13.21% |
$203K - $211K
|
66.2K
$1.83M
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-291- 35.19% |
$7.64K - $7.94K
|
536
$14.8K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.05K+ 113.73% |
$238K - $247K
|
17K
$470K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.2KNew |
$294K - $306K
|
11.2K
$310K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
545+ 4.07% |
$14.3K - $14.9K
|
13.9K
$385K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.16KNew |
$56.5K - $58.8K
|
2.16K
$59.5K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
278+ 3.47% |
$7.29K - $7.58K
|
8.28K
$229K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.79K- 18.02% |
$99.5K - $103K
|
17.3K
$477K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
125New |
$3.28K - $3.41K
|
125
$3.45K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
5.4KNew |
$142K - $147K
|
5.4K
$149K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
138New |
$3.62K - $3.76K
|
138
$3.81K
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.49K+ 2.99% |
$39K - $40.5K
|
51.1K
$1.41M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.11K- 49.07% |
$29.1K - $30.2K
|
1.15K
$31.8K
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
25New |
$656 - $682
|
25
$691
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
48New |
$1.26K - $1.31K
|
48
$1.33K
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
16.7KNew |
$437K - $455K
|
16.7K
$461K
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
20+ 0.27% |
$525 - $545
|
7.56K
$209K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
71+ 0.81% |
$1.86K - $1.94K
|
8.88K
$245K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-248- 27.93% |
$6.51K - $6.76K
|
640
$17.7K
|
|
Q4 2023 | |||||||
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-475Closed |
$11.6K - $12.9K
|
0
$0
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
80+ 14.57% |
$1.95K - $2.17K
|
629
$17.4K
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-250- 20.83% |
$6.11K - $6.77K
|
950
$26.2K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-16.2K- 58.51% |
$396K - $439K
|
11.5K
$318K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18.5KNew |
$453K - $502K
|
18.5K
$512K
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
17.6KNew |
$431K - $478K
|
17.6K
$488K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.53K- 8.5% |
$61.8K - $68.5K
|
27.2K
$752K
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-450K- 25.44% |
$11M - $12.2M
|
1.32M
$36.4M
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
360New |
$8.79K - $9.75K
|
360
$9.95K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.25KNew |
$30.5K - $33.9K
|
1.25K
$34.5K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-620- 4.69% |
$15.1K - $16.8K
|
12.6K
$348K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
199New |
$4.86K - $5.39K
|
199
$5.5K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.52KNew |
$61.6K - $68.3K
|
2.52K
$69.7K
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
22+ 0.16% |
$537 - $596
|
13.7K
$378K
|