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 |
---|---|---|---|---|---|---|---|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.36K- 74.34% |
$82.9K - $89.7K
|
1.16K
$30.4K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.24KNew |
$55.3K - $59.8K
|
2.24K
$58.8K
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.02K- 10.64% |
$25.2K - $27.2K
|
8.57K
$225K
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-1.61K- 35.56% |
$39.7K - $43K
|
2.92K
$76.6K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
422New |
$10.4K - $11.3K
|
422
$11.1K
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.73K- 24.29% |
$92K - $99.6K
|
11.6K
$305K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
950New |
$23.4K - $25.4K
|
950
$24.9K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1KNew |
$24.7K - $26.7K
|
1K
$26.2K
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 7.2% |
$4.93K - $5.34K
|
2.58K
$67.6K
|
|
Q3 2022 | |||||||
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
123+ 0.81% |
$3.21K - $3.49K
|
15.2K
$400K
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
39+ 0.31% |
$1.02K - $1.11K
|
12.6K
$329K
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11.9KNew |
$309K - $336K
|
11.9K
$311K
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-143- 1.01% |
$3.73K - $4.05K
|
14.1K
$369K
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-168- 0.99% |
$4.38K - $4.76K
|
16.8K
$439K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-17.5KClosed |
$457K - $497K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
11.9K+ 40.12% |
$309K - $336K
|
41.4K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7.73K+ 43.32% |
$201K - $219K
|
25.6K
$671K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-815- 1.24% |
$21.2K - $23.1K
|
64.8K
$1.7M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.16KNew |
$30.2K - $32.9K
|
1.16K
$30.4K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-35.1KClosed |
$914K - $994K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-750- 2.43% |
$19.6K - $21.3K
|
30.1K
$790K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.31K- 23.43% |
$112K - $122K
|
14.1K
$369K
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-28.5KClosed |
$742K - $807K
|
0
$0
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
382+ 4.47% |
$9.96K - $10.8K
|
8.93K
$234K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
39New |
$1.02K - $1.11K
|
39
$1.02K
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
8.07KNew |
$210K - $229K
|
8.07K
$212K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
155New |
$4.04K - $4.39K
|
155
$4.07K
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
BUY
|
- |
2.61K+ 0.87% |
$68K - $73.9K
|
302K
$7.93M
|
|
Q2 2022 | |||||||
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.05KClosed |
$55K - $60.6K
|
0
$0
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
13.4KNew |
$361K - $398K
|
13.4K
$353K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-964- 12.42% |
$25.9K - $28.5K
|
6.8K
$178K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-150Closed |
$4.03K - $4.44K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
7.94KNew |
$213K - $235K
|
7.94K
$208K
|
|
Aug 15, 2022
Q2 2022
|
Deer Park Road Corp
Steamboat Springs, CO |
BUY
|
- |
400KNew |
$10.7M - $11.8M
|
400K
$10.5M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.86KClosed |
$49.8K - $54.9K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-627- 7.01% |
$16.8K - $18.6K
|
8.32K
$218K
|
|
Aug 12, 2022
Q2 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-7.3KClosed |
$196K - $216K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.44KClosed |
$65.5K - $72.2K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Protective Life Corp
Birmingham, AL |
BUY
|
- |
160KNew |
$4.3M - $4.74M
|
160K
$4.2M
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-14.4KClosed |
$387K - $426K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-21.5KClosed |
$577K - $636K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-9KClosed |
$242K - $266K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-7.01KClosed |
$188K - $207K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-56Closed |
$1.5K - $1.66K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-475- 72.63% |
$12.8K - $14.1K
|
179
$4.7K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1K- 80.0% |
$26.9K - $29.6K
|
250
$6.56K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.24KNew |
$33.4K - $36.8K
|
1.24K
$32.6K
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
500+ 3.13% |
$13.4K - $14.8K
|
16.5K
$433K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.66KClosed |
$233K - $256K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-7.37KClosed |
$198K - $218K
|
0
$0
|