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
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-15.1K- 6.84% |
$396K - $424K
|
206K
$5.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-116- 0.18% |
$3.03K - $3.24K
|
66.1K
$1.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-712- 40.41% |
$18.6K - $19.9K
|
1.05K
$28.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
184KNew |
$4.82M - $5.15M
|
184K
$5.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-40K- 5.11% |
$1.04M - $1.12M
|
741K
$20.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
30New |
$784 - $839
|
30
$818
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-234K- 20.11% |
$6.11M - $6.54M
|
929K
$25.3M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-75- 27.27% |
$1.96K - $2.1K
|
200
$5.45K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
735New |
$18.9K - $19.7K
|
735
$20K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
224+ 1.73% |
$5.75K - $6.01K
|
13.2K
$359K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
208New |
$5.34K - $5.58K
|
208
$5.67K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
980New |
$25.2K - $26.3K
|
980
$26.7K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
200New |
$5.14K - $5.36K
|
200
$5.45K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
170New |
$4.37K - $4.56K
|
170
$4.64K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.4K- 61.54% |
$61.7K - $64.4K
|
1.5K
$40.9K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.15KNew |
$55.3K - $57.7K
|
2.15K
$58.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-956K- 98.29% |
$24.6M - $25.6M
|
16.7K
$455K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
199KNew |
$5.1M - $5.33M
|
199K
$5.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
10.4KNew |
$267K - $279K
|
10.4K
$283K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
166KNew |
$4.27M - $4.46M
|
166K
$4.53M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
486New |
$12.5K - $13K
|
486
$13.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-145- 0.1% |
$3.73K - $3.89K
|
140K
$3.82M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-524- 26.4% |
$13.5K - $14.1K
|
1.46K
$39.8K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
42+ 1.36% |
$1.1K - $1.15K
|
3.12K
$85.1K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
60KNew |
$1.57M - $1.64M
|
60K
$1.64M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-54- 2.81% |
$1.42K - $1.47K
|
1.87K
$50.9K
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
67.4KNew |
$1.77M - $1.84M
|
67.4K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-611- 20.99% |
$16K - $16.7K
|
2.3K
$62.7K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-193- 1.62% |
$5.06K - $5.26K
|
11.8K
$321K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.73KNew |
$255K - $265K
|
9.73K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.85K- 7.22% |
$127K - $132K
|
62.3K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.05K+ 113.73% |
$238K - $247K
|
17K
$464K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-291- 35.19% |
$7.64K - $7.94K
|
536
$14.6K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.2KNew |
$294K - $306K
|
11.2K
$306K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.16KNew |
$56.5K - $58.8K
|
2.16K
$58.8K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
125New |
$3.28K - $3.41K
|
125
$3.41K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
5.4KNew |
$142K - $147K
|
5.4K
$147K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
25New |
$656 - $682
|
25
$682
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.49K+ 2.99% |
$39K - $40.5K
|
51.1K
$1.39M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
16.7KNew |
$437K - $455K
|
16.7K
$455K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
20+ 0.27% |
$525 - $545
|
7.56K
$206K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
71+ 0.81% |
$1.86K - $1.94K
|
8.88K
$242K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-248- 27.93% |
$6.51K - $6.76K
|
640
$17.5K
|
|
| Q4 2023 | |||||||
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-475Closed |
$11.6K - $12.9K
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-250- 20.83% |
$6.11K - $6.77K
|
950
$25.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18.5KNew |
$453K - $502K
|
18.5K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
17.6KNew |
$431K - $478K
|
17.6K
$481K
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-450K- 25.44% |
$11M - $12.2M
|
1.32M
$36M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
360New |
$8.79K - $9.75K
|
360
$9.82K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.25KNew |
$30.5K - $33.9K
|
1.25K
$34.1K
|
|