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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.73K+ 8.37% |
$32.3K - $34.1K
|
35.3K
$412K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.97K- 8.43% |
$47K - $49.6K
|
43.2K
$503K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.8KNew |
$164K - $173K
|
13.8K
$161K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-19.3K- 11.51% |
$229K - $241K
|
148K
$1.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-64- 15.57% |
$758 - $799
|
347
$4.04K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.05K+ 9.17% |
$24.3K - $25.7K
|
24.5K
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
11K+ 28.11% |
$130K - $137K
|
50.1K
$583K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.79K- 4.08% |
$33K - $34.8K
|
65.6K
$764K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.29KNew |
$27.1K - $28.6K
|
2.29K
$26.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.75K- 91.64% |
$32.6K - $34.4K
|
251
$2.92K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
92.3KNew |
$1.09M - $1.15M
|
92.3K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-190K- 19.7% |
$2.25M - $2.38M
|
775K
$9.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-75.4K- 99.69% |
$893K - $942K
|
231
$2.69K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.5K- 3.88% |
$29.6K - $31.2K
|
61.9K
$721K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.68K- 7.31% |
$66.5K - $73.4K
|
72K
$838K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
19.3KNew |
$227K - $250K
|
19.3K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-154K- 91.04% |
$1.8M - $1.99M
|
15.2K
$177K
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-9.89K- 1.31% |
$116K - $128K
|
744K
$8.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
12.4K+ 114.73% |
$146K - $161K
|
23.3K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.2KNew |
$131K - $145K
|
11.2K
$130K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.5KNew |
$123K - $136K
|
10.5K
$123K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
2K+ 4.75% |
$23.4K - $25.9K
|
44.1K
$514K
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
10.5KNew |
$122K - $135K
|
10.5K
$122K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
16.8KNew |
$197K - $218K
|
16.8K
$196K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-15K- 23.08% |
$176K - $194K
|
50K
$583K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
19.1KNew |
$224K - $248K
|
19.1K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-2.93K- 16.93% |
$34.3K - $37.8K
|
14.4K
$167K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5KNew |
$58.6K - $64.7K
|
5K
$58.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1K+ 8.73% |
$11.7K - $12.9K
|
12.5K
$145K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.33K- 92.04% |
$27.2K - $30.1K
|
201
$2.34K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-3.04K- 16.11% |
$35.6K - $39.3K
|
15.8K
$185K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.36K- 12.11% |
$39.3K - $43.4K
|
24.4K
$284K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
360New |
$4.22K - $4.65K
|
360
$4.19K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-52.7K- 55.05% |
$617K - $681K
|
43K
$501K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-534- 1.58% |
$6.25K - $6.9K
|
33.3K
$387K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
34+ 1.92% |
$398 - $440
|
1.81K
$21K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.86K+ 8.93% |
$21.7K - $24K
|
22.6K
$264K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.5KNew |
$52.7K - $58.2K
|
4.5K
$52.4K
|
|
| Q3 2024 | |||||||
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
6.6KNew |
$80.5K - $85.7K
|
6.6K
$76.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.9KNew |
$158K - $168K
|
12.9K
$151K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-406K- 90.65% |
$4.95M - $5.27M
|
41.9K
$488K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.5K- 8.98% |
$18.3K - $19.5K
|
15.2K
$177K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
365+ 3.56% |
$4.45K - $4.74K
|
10.6K
$124K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
800New |
$9.75K - $10.4K
|
800
$9.32K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.4K+ 233.33% |
$17.1K - $18.2K
|
2K
$23.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.47KNew |
$18K - $19.1K
|
1.47K
$17.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
152K+ 338.53% |
$1.85M - $1.97M
|
197K
$2.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31+ 0.11% |
$378 - $403
|
28.2K
$328K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
464New |
$5.66K - $6.03K
|
464
$5.41K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-40- 1.21% |
$488 - $520
|
3.26K
$38K
|
|