Latest Institutional Transactions on Invesco Value Municipal Income Trust (IIM)
This table provides information on the latest institutional transactions involving Invesco Value Municipal Income Trust (IIM) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.47K- 46.33% |
$27.7K - $30.9K
|
2.86K
$35.9K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.68KNew |
$75K - $83.9K
|
6.68K
$83.9K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 2.82% |
$67.4 - $75.3
|
219
$2.75K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.29K+ 8.37% |
$48.2K - $53.9K
|
55.6K
$697K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-730- 0.76% |
$8.2K - $9.16K
|
94.9K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
196+ 0.23% |
$2.2K - $2.46K
|
86.6K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Robinson Capital Management, LLC
|
SELL
|
- |
-222K- 45.31% |
$2.49M - $2.79M
|
268K
$3.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
640+ 9.15% |
$7.19K - $8.03K
|
7.64K
$95.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.33KNew |
$15K - $16.7K
|
1.33K
$16.7K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36.4K+ 56.42% |
$409K - $457K
|
101K
$1.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-55.5K- 70.17% |
$624K - $697K
|
23.6K
$296K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.4K+ 8.87% |
$196K - $219K
|
214K
$2.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.85K+ 10.69% |
$20.7K - $23.2K
|
19.1K
$240K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.21K- 1.39% |
$24.8K - $27.7K
|
156K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-786- 0.12% |
$8.83K - $9.86K
|
666K
$8.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-155K- 8.86% |
$1.74M - $1.95M
|
1.6M
$20.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
BUY
|
- |
5.46K+ 2.37% |
$61.3K - $68.5K
|
236K
$2.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-14K- 9.84% |
$157K - $176K
|
128K
$1.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
123K+ 15.58% |
$1.38M - $1.54M
|
910K
$11.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
122K+ 25.93% |
$1.36M - $1.53M
|
590K
$7.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-21.6K- 3.56% |
$242K - $271K
|
584K
$7.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-3.52K- 16.73% |
$39.5K - $44.2K
|
17.5K
$220K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.72K- 10.77% |
$41.7K - $46.6K
|
30.8K
$387K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
278+ 1.97% |
$3.12K - $3.49K
|
14.4K
$180K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
860+ 2.08% |
$9.66K - $10.8K
|
42.2K
$530K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.23K- 50.38% |
$47.5K - $53K
|
4.16K
$52.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
122K+ 70.84% |
$1.37M - $1.53M
|
295K
$3.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.76K- 4.57% |
$53.5K - $59.8K
|
99.4K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.26K- 2.54% |
$14.2K - $15.8K
|
48.5K
$608K
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
45+ 1.95% |
$505 - $565
|
2.35K
$29.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
12.2KNew |
$137K - $153K
|
12.2K
$153K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.1K- 45.54% |
$113K - $126K
|
12K
$151K
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
2.33K+ 20.55% |
$26.2K - $29.3K
|
13.7K
$172K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
10KNew |
$113K - $126K
|
10K
$126K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-80.2K- 29.62% |
$900K - $1.01M
|
191K
$2.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
7.35K+ 9.62% |
$82.6K - $92.3K
|
83.8K
$1.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.33KNew |
$48.7K - $54.4K
|
4.33K
$54.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-39.7K- 42.34% |
$446K - $499K
|
54.1K
$679K
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.14K+ 8.77% |
$24.1K - $26.9K
|
26.6K
$334K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.64K- 20.77% |
$29.7K - $33.2K
|
10.1K
$127K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
11.5KNew |
$129K - $144K
|
11.5K
$144K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-3.71K- 23.42% |
$41.7K - $46.5K
|
12.1K
$152K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.24K+ 16.15% |
$25.2K - $28.2K
|
16.1K
$203K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2- 0.02% |
$22.5 - $25.1
|
10.9K
$137K
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
12.9KNew |
$144K - $161K
|
12.9K
$161K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.01K- 11.89% |
$22.6K - $25.3K
|
14.9K
$187K
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-24K- 17.77% |
$269K - $301K
|
111K
$1.39M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
600New |
$6.74K - $7.53K
|
600
$7.53K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
189+ 0.33% |
$2.12K - $2.37K
|
58.2K
$730K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
300+ 28.36% |
$3.37K - $3.77K
|
1.36K
$17K
|
|