Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
31.5K+ 133.22% |
$1.69M - $2.26M
|
55.2K
$4.14M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
24.6K+ 87.06% |
$1.32M - $1.76M
|
52.9K
$3.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
15.3K+ 60.66% |
$817K - $1.09M
|
40.5K
$3.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
14.8K+ 106.88% |
$790K - $1.06M
|
28.6K
$2.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.4KNew |
$663K - $887K
|
12.4K
$929K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.35KNew |
$286K - $383K
|
5.35K
$401K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.9K+ 16.92% |
$209K - $279K
|
27K
$2.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.83KNew |
$152K - $203K
|
2.83K
$213K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.65K+ 14.91% |
$142K - $190K
|
20.4K
$1.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.67K+ 16.61% |
$89.1K - $119K
|
11.7K
$877K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.35K+ 20.68% |
$72.2K - $96.7K
|
7.88K
$591K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.19KNew |
$63.8K - $85.4K
|
1.19K
$89.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
821+ 12.73% |
$43.9K - $58.8K
|
7.27K
$545K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
431New |
$23.1K - $30.9K
|
431
$32.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
431+ 18.32% |
$23.1K - $30.9K
|
2.78K
$209K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
289+ 2.09% |
$15.5K - $20.7K
|
14.1K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
140New |
$7.49K - $10K
|
140
$10.5K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
137+ 1.79% |
$7.33K - $9.81K
|
7.78K
$583K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
132New |
$7.06K - $9.45K
|
132
$9.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
95+ 38.78% |
$5.08K - $6.8K
|
340
$25.5K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
62New |
$3.32K - $4.44K
|
62
$4.65K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.54% |
$107 - $143
|
375
$28.1K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1+ 0.01% |
$53.5 - $71.6
|
16.5K
$1.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.63% |
$53.5 - $71.6
|
161
$12.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-12- 11.21% |
$642 - $859
|
95
$7.13K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-89- 2.66% |
$4.76K - $6.37K
|
3.26K
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-173- 1.28% |
$9.26K - $12.4K
|
13.3K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-267- 7.42% |
$14.3K - $19.1K
|
3.33K
$250K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-295- 2.08% |
$15.8K - $21.1K
|
13.9K
$1.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-383- 2.24% |
$20.5K - $27.4K
|
16.7K
$1.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-934- 0.33% |
$50K - $66.9K
|
283K
$21.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-958- 1.22% |
$51.3K - $68.6K
|
77.5K
$5.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-970- 3.46% |
$51.9K - $69.5K
|
27.1K
$2.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.25K- 7.54% |
$66.9K - $89.5K
|
15.3K
$1.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.35K- 8.2% |
$72.3K - $96.8K
|
15.1K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2.85K- 6.32% |
$153K - $204K
|
42.3K
$3.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
SELL
|
- |
-3.27K- 1.63% |
$175K - $234K
|
197K
$14.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.43K- 83.8% |
$344K - $461K
|
1.24K
$93.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-31.7K- 98.65% |
$1.7M - $2.27M
|
433
$32.5K
|