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 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-536- 3.05% |
$32.2K - $38.7K
|
17.1K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-570- 10.09% |
$34.2K - $41.2K
|
5.08K
$337K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-592- 12.91% |
$35.5K - $42.7K
|
3.99K
$265K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-646- 8.41% |
$38.8K - $46.6K
|
7.04K
$467K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-716- 1.24% |
$43K - $51.7K
|
56.9K
$3.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-866- 4.96% |
$52K - $62.5K
|
16.6K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.07K- 9.87% |
$64K - $76.9K
|
9.72K
$645K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.29KClosed |
$77.5K - $93.2K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.71K- 3.66% |
$103K - $124K
|
45K
$2.99M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.85K- 6.3% |
$111K - $134K
|
27.5K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.04K- 80.42% |
$122K - $147K
|
496
$32.9K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.06K- 20.46% |
$124K - $149K
|
8K
$531K
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-2.22K- 19.83% |
$133K - $160K
|
8.96K
$595K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.32K- 12.3% |
$140K - $168K
|
16.6K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-2.38K- 40.17% |
$143K - $172K
|
3.54K
$235K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.58K- 38.84% |
$155K - $186K
|
4.06K
$269K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.68K- 8.17% |
$161K - $193K
|
30.1K
$2M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.9K- 8.26% |
$174K - $209K
|
32.1K
$2.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-3K- 36.95% |
$180K - $217K
|
5.12K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-3.37K- 7.4% |
$202K - $243K
|
42.1K
$2.8M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-3.77K- 0.21% |
$227K - $272K
|
1.8M
$119M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.1K- 7.54% |
$306K - $368K
|
62.5K
$4.14M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-8.29K- 22.81% |
$498K - $599K
|
28.1K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.9K- 2.06% |
$594K - $715K
|
471K
$31.3M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-10K- 2.56% |
$602K - $724K
|
382K
$25.3M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-12.5K- 79.19% |
$751K - $903K
|
3.29K
$218K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-14.8K- 5.01% |
$888K - $1.07M
|
281K
$18.6M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-20.2K- 2.07% |
$1.21M - $1.46M
|
956K
$63.4M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-27K- 94.05% |
$1.62M - $1.95M
|
1.71K
$113K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-37.5K- 88.35% |
$2.25M - $2.71M
|
4.95K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Aragon Global Management, LP
Miami, FL |
SELL
|
- |
-73.5K- 89.47% |
$4.41M - $5.31M
|
8.65K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-103K- 64.38% |
$6.2M - $7.46M
|
57.1K
$3.79M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-181K- 6.48% |
$10.9M - $13.1M
|
2.61M
$173M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-211K- 76.5% |
$12.7M - $15.2M
|
64.8K
$4.3M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-678K- 86.44% |
$40.7M - $48.9M
|
106K
$7.06M
|