Latest Institutional Purchases of Invesco ETF Tr Ii Taxable Mun (BAB)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Taxable Mun (BAB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.31K+ 2.68% |
$59.2K - $61.8K
|
88.3K
$2.44M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.15KNew |
$55.3K - $57.7K
|
2.15K
$59.5K
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2K+ 35.06% |
$51.4K - $53.6K
|
7.7K
$213K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.67K+ 44.01% |
$43K - $44.9K
|
5.47K
$151K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.59K+ 14.57% |
$40.8K - $42.6K
|
12.5K
$345K
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.47K+ 1.82% |
$37.8K - $39.4K
|
82.2K
$2.27M
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
BUY
|
- |
1.34K+ 1.38% |
$34.3K - $35.8K
|
97.8K
$2.7M
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
BUY
|
- |
1.02K+ 2.81% |
$26.2K - $27.3K
|
37.2K
$1.03M
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
980New |
$25.2K - $26.3K
|
980
$27.1K
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
820+ 1.1% |
$21.1K - $22K
|
75.3K
$2.08M
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
781+ 3.4% |
$20.1K - $20.9K
|
23.7K
$656K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
765+ 2.38% |
$19.7K - $20.5K
|
32.9K
$910K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
762New |
$19.6K - $20.4K
|
762
$21.1K
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
735New |
$18.9K - $19.7K
|
735
$20.3K
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
650+ 51.18% |
$16.7K - $17.4K
|
1.92K
$53K
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
647+ 0.79% |
$16.6K - $17.4K
|
82.8K
$2.29M
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
595+ 0.47% |
$15.3K - $16K
|
128K
$3.53M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
593New |
$15.2K - $15.9K
|
593
$16.4K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
486New |
$12.5K - $13K
|
486
$13.4K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
391+ 3.4% |
$10K - $10.5K
|
11.9K
$329K
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
389+ 2.02% |
$9.99K - $10.4K
|
19.6K
$542K
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
389New |
$9.99K - $10.4K
|
389
$10.7K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
305+ 66.59% |
$7.84K - $8.18K
|
763
$21.1K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
224+ 1.73% |
$5.75K - $6.01K
|
13.2K
$364K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
220+ 1.45% |
$5.65K - $5.9K
|
15.4K
$424K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
208New |
$5.34K - $5.58K
|
208
$5.75K
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
200New |
$5.14K - $5.36K
|
200
$5.53K
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
170New |
$4.37K - $4.56K
|
170
$4.7K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
170+ 0.66% |
$4.37K - $4.56K
|
25.9K
$715K
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
162+ 0.48% |
$4.16K - $4.34K
|
34K
$941K
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
145+ 2.77% |
$3.73K - $3.89K
|
5.38K
$149K
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
14+ 0.24% |
$360 - $375
|
5.84K
$161K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 0.39% |
$283 - $295
|
2.82K
$77.9K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
11+ 1.06% |
$283 - $295
|
1.05K
$29K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.82% |
$51.4 - $53.6
|
246
$6.8K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
136K+ 17.03% |
$3.56M - $3.7M
|
932K
$25.8M
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
67.4KNew |
$1.77M - $1.84M
|
67.4K
$1.86M
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
60KNew |
$1.57M - $1.64M
|
60K
$1.66M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.4KNew |
$562K - $584K
|
21.4K
$592K
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
16.7KNew |
$437K - $455K
|
16.7K
$461K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.2KNew |
$294K - $306K
|
11.2K
$310K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.73KNew |
$255K - $265K
|
9.73K
$269K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.05K+ 113.73% |
$238K - $247K
|
17K
$470K
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
7.72K+ 13.21% |
$203K - $211K
|
66.2K
$1.83M
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
5.4KNew |
$142K - $147K
|
5.4K
$149K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.16KNew |
$56.5K - $58.8K
|
2.16K
$59.5K
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.49K+ 2.99% |
$39K - $40.5K
|
51.1K
$1.41M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
712+ 67.81% |
$18.7K - $19.4K
|
1.76K
$48.7K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
545+ 4.07% |
$14.3K - $14.9K
|
13.9K
$385K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
278+ 3.47% |
$7.29K - $7.58K
|
8.28K
$229K
|