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, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-564- 19.18% |
$14.6K - $15.3K
|
2.38K
$64.8K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-45K- 67.35% |
$1.16M - $1.22M
|
21.8K
$595K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.93K- 41.5% |
$153K - $161K
|
8.36K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-904- 10.09% |
$23.4K - $24.5K
|
8.05K
$220K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
86+ 60.14% |
$2.22K - $2.33K
|
229
$6.24K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.6K- 18.31% |
$377K - $396K
|
65.1K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-7.52K- 13.54% |
$194K - $204K
|
48K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.24K+ 4.36% |
$109K - $115K
|
101K
$2.77M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-109K- 96.25% |
$2.83M - $2.96M
|
4.26K
$116K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-10.3K- 71.79% |
$265K - $278K
|
4.03K
$110K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-4.57K- 30.14% |
$118K - $124K
|
10.6K
$289K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.74K- 11.14% |
$44.9K - $47.1K
|
13.9K
$378K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.32K- 30.36% |
$34.1K - $35.8K
|
3.03K
$82.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
20K+ 4.26% |
$517K - $542K
|
490K
$13.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-8.9K- 52.32% |
$230K - $241K
|
8.11K
$221K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 1.2% |
$77.5 - $81.3
|
254
$6.93K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.76K- 19.8% |
$97K - $102K
|
15.2K
$415K
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
BUY
|
- |
9.06K+ 8.1% |
$234K - $246K
|
121K
$3.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-342- 1.29% |
$8.83K - $9.26K
|
26.3K
$716K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
700New |
$18.1K - $19K
|
700
$19.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.54K- 99.41% |
$65.7K - $68.9K
|
15
$409
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-400- 2.22% |
$10.3K - $10.8K
|
17.6K
$481K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
221New |
$5.71K - $5.99K
|
221
$6.03K
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
21KNew |
$547K - $580K
|
21K
$572K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10.3K- 49.3% |
$269K - $285K
|
10.6K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.37KNew |
$35.7K - $37.9K
|
1.37K
$37.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
341+ 5.84% |
$8.89K - $9.43K
|
6.18K
$168K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
118+ 0.74% |
$3.08K - $3.26K
|
16.1K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
210New |
$5.48K - $5.81K
|
210
$5.73K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-292K- 95.7% |
$7.6M - $8.06M
|
13.1K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-76K- 88.37% |
$1.98M - $2.1M
|
10K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3K- 21.48% |
$78.2K - $82.9K
|
11K
$299K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
81.3KNew |
$2.12M - $2.25M
|
81.3K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-452- 5.21% |
$11.8K - $12.5K
|
8.23K
$224K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.17KNew |
$30.4K - $32.2K
|
1.17K
$31.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.38K+ 21.32% |
$62K - $65.8K
|
13.5K
$369K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.13KNew |
$212K - $225K
|
8.13K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
659New |
$17.2K - $18.2K
|
659
$18K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
40New |
$1.04K - $1.11K
|
40
$1.09K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.32K+ 24.19% |
$60.6K - $64.2K
|
11.9K
$325K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.22K+ 37.83% |
$214K - $227K
|
30K
$817K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
896New |
$23.4K - $24.8K
|
896
$24.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
435New |
$11.3K - $12K
|
435
$11.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
13.7KNew |
$358K - $380K
|
13.7K
$375K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-7.55K- 87.33% |
$197K - $209K
|
1.1K
$29.9K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
300New |
$7.84K - $8.39K
|
300
$8.18K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.75KNew |
$229K - $245K
|
8.75K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.45K- 6.1% |
$37.9K - $40.5K
|
22.3K
$608K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
27New |
$706 - $755
|
27
$736
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.13K+ 9.5% |
$29.5K - $31.6K
|
13K
$355K
|
|