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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2K+ 17.73% |
$22.6K - $24.7K
|
13.3K
$159K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
12.3KNew |
$139K - $152K
|
12.3K
$148K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
975New |
$11K - $12K
|
975
$11.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-3.57K- 54.71% |
$40.4K - $44.1K
|
2.96K
$35.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
30+ 1.52% |
$339 - $370
|
2K
$24K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
48+ 12.83% |
$546 - $576
|
422
$5.06K
|
|
|
May 21, 2024
Q1 2024
|
Livelsberger Financial Advisory
Ashland, OH |
SELL
|
- |
-2.53K- 1.4% |
$28.8K - $30.4K
|
179K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
500New |
$5.69K - $6K
|
500
$5.99K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.3KNew |
$253K - $267K
|
22.3K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15+ 0.01% |
$171 - $180
|
131K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
31.9K+ 89.69% |
$363K - $383K
|
67.5K
$809K
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
34.6KNew |
$394K - $415K
|
34.6K
$415K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
12.5K+ 9.72% |
$142K - $150K
|
141K
$1.69M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-3.18K- 81.01% |
$36.2K - $38.2K
|
746
$8.94K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.48K- 74.41% |
$62.4K - $65.8K
|
1.89K
$22.6K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-6.04K- 22.3% |
$60.3K - $71.1K
|
21K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-30.5K- 22.76% |
$304K - $359K
|
103K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
28.7KNew |
$287K - $338K
|
28.7K
$344K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
29.7KNew |
$296K - $349K
|
29.7K
$355K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.9K+ 9.29% |
$19K - $22.4K
|
22.4K
$268K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
450New |
$4.49K - $5.3K
|
450
$5.39K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
503New |
$5.02K - $5.92K
|
503
$6.03K
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
10.5KNew |
$105K - $124K
|
10.5K
$126K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
422New |
$4.21K - $4.97K
|
422
$5.06K
|
|
| Q3 2023 | |||||||
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
757KNew |
$7.87M - $9.16M
|
757K
$9.06M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15KNew |
$156K - $182K
|
15K
$180K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-851- 5.34% |
$8.85K - $10.3K
|
15.1K
$181K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
21.4KNew |
$223K - $259K
|
21.4K
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
86+ 0.56% |
$894 - $1.04K
|
15.3K
$184K
|
|
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
16.8KNew |
$175K - $203K
|
16.8K
$201K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
3.5KNew |
$36.4K - $42.4K
|
3.5K
$42K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.57K+ 25.64% |
$37.2K - $43.2K
|
17.5K
$210K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.23K+ 26.58% |
$33.6K - $39.1K
|
15.4K
$184K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.47K- 16.3% |
$25.6K - $29.8K
|
12.7K
$152K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
16.5KNew |
$172K - $200K
|
16.5K
$198K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1KNew |
$10.4K - $12.1K
|
1K
$12K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
4.79K+ 47.74% |
$49.8K - $57.9K
|
14.8K
$177K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
7.51KNew |
$78.1K - $90.8K
|
7.51K
$89.9K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
33.7KNew |
$381K - $414K
|
33.7K
$404K
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
466+ 0.95% |
$5.26K - $5.71K
|
49.5K
$593K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12KNew |
$135K - $147K
|
12K
$143K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
5.16K+ 4.45% |
$58.2K - $63.2K
|
121K
$1.45M
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
43.1KNew |
$503K - $558K
|
43.1K
$517K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
3KNew |
$35K - $38.8K
|
3K
$35.9K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-779- 6.36% |
$9.08K - $10.1K
|
11.5K
$137K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
691New |
$8.06K - $8.93K
|
691
$8.28K
|
|
|
May 05, 2023
Q1 2023
|
Delphi Financial Group, Inc.
|
SELL
|
- |
-5.72K- 12.78% |
$66.6K - $73.9K
|
39K
$467K
|
|
|
Apr 20, 2023
Q1 2023
|
Goodwin Daniel L
|
BUY
|
- |
1K+ 0.88% |
$11.7K - $12.9K
|
114K
$1.37M
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
16.1KNew |
$187K - $208K
|
16.1K
$192K
|
|