Purchases and Sales Made in Q1 2025 in Invesco ETF Tr Ii Kbw Bank ETF (KBWB)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Bank ETF (KBWB) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II KBW BANK ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
74.9K+ 2112.21% |
$4.5M - $5.41M
|
78.4K
$4.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
33KNew |
$1.98M - $2.38M
|
33K
$1.89M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
31.7KNew |
$1.9M - $2.29M
|
31.7K
$1.81M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
28.3KNew |
$1.7M - $2.04M
|
28.3K
$1.62M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.5KNew |
$811K - $976K
|
13.5K
$772K
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
10.1KNew |
$607K - $730K
|
10.1K
$577K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.87KNew |
$592K - $712K
|
9.87K
$563K
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
9.76KNew |
$586K - $704K
|
9.76K
$557K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
7.97K+ 45.09% |
$479K - $576K
|
25.7K
$1.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.55K+ 67.2% |
$333K - $401K
|
13.8K
$789K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
5.04K+ 8.45% |
$302K - $364K
|
64.6K
$3.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.5KNew |
$210K - $253K
|
3.5K
$200K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.74K+ 18.2% |
$164K - $198K
|
17.8K
$1.02M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
861New |
$51.7K - $62.2K
|
861
$49.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
200New |
$12K - $14.4K
|
200
$11.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
156+ 2.07% |
$9.37K - $11.3K
|
7.68K
$438K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$60.1 - $72.2
|
11.9K
$679K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-58- 0.75% |
$3.48K - $4.19K
|
7.64K
$436K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-152- 2.28% |
$9.13K - $11K
|
6.53K
$373K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-3K- 36.95% |
$180K - $217K
|
5.12K
$292K
|