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 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 0.39% |
$283 - $295
|
2.82K
$73K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
67.4KNew |
$1.77M - $1.84M
|
67.4K
$1.75M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
60KNew |
$1.57M - $1.64M
|
60K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.4KNew |
$562K - $584K
|
21.4K
$555K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
16.7KNew |
$437K - $455K
|
16.7K
$432K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.2KNew |
$294K - $306K
|
11.2K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.73KNew |
$255K - $265K
|
9.73K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.05K+ 113.73% |
$238K - $247K
|
17K
$441K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
5.4KNew |
$142K - $147K
|
5.4K
$140K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.16KNew |
$56.5K - $58.8K
|
2.16K
$55.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.49K+ 2.99% |
$39K - $40.5K
|
51.1K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
278+ 3.47% |
$7.29K - $7.58K
|
8.28K
$214K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
125New |
$3.28K - $3.41K
|
125
$3.24K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
71+ 0.81% |
$1.86K - $1.94K
|
8.88K
$230K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
25New |
$656 - $682
|
25
$648
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
20+ 0.27% |
$525 - $545
|
7.56K
$196K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
23.2KNew |
$566K - $628K
|
23.2K
$600K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18.5KNew |
$453K - $502K
|
18.5K
$480K
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
17.6KNew |
$431K - $478K
|
17.6K
$457K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
16.6KNew |
$405K - $449K
|
16.6K
$429K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
3.63K+ 2.63% |
$88.7K - $98.3K
|
142K
$3.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.52KNew |
$61.6K - $68.3K
|
2.52K
$65.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.91KNew |
$46.7K - $51.7K
|
1.91K
$49.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.5KNew |
$36.7K - $40.7K
|
1.5K
$39K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.25KNew |
$30.5K - $33.9K
|
1.25K
$32.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
360New |
$8.79K - $9.75K
|
360
$9.32K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
300New |
$7.33K - $8.12K
|
300
$7.77K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
199New |
$4.86K - $5.39K
|
199
$5.15K
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
22+ 0.16% |
$537 - $596
|
13.7K
$354K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
7.81KNew |
$197K - $209K
|
7.81K
$202K
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.39K+ 2.48% |
$85.3K - $90.6K
|
140K
$3.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
2.92KNew |
$73.6K - $78.1K
|
2.92K
$75.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
718New |
$18.1K - $19.2K
|
718
$18.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
451New |
$11.4K - $12.1K
|
451
$11.7K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
354New |
$8.92K - $9.47K
|
354
$9.17K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
130New |
$3.28K - $3.48K
|
130
$3.37K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
49New |
$1.23K - $1.31K
|
49
$1.27K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
25+ 0.31% |
$630 - $669
|
8.08K
$209K
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
24+ 0.18% |
$605 - $642
|
13.1K
$338K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
199KNew |
$5.21M - $5.41M
|
199K
$5.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
33.2K+ 2.69% |
$871K - $904K
|
1.26M
$32.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
957+ 4785.0% |
$25.1K - $26.1K
|
977
$25.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
450New |
$11.8K - $12.3K
|
450
$11.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
44New |
$1.15K - $1.2K
|
44
$1.14K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
120KNew |
$3.11M - $3.27M
|
120K
$3.11M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20.3KNew |
$527K - $553K
|
20.3K
$526K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
11.9KNew |
$307K - $323K
|
11.9K
$307K
|
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
7.76KNew |
$201K - $211K
|
7.76K
$201K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.2K+ 19.59% |
$82.9K - $87.1K
|
19.5K
$506K
|
|