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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.66KNew |
$196K - $262K
|
3.66K
$270K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.45KNew |
$184K - $247K
|
3.45K
$255K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.31K+ 3156.19% |
$177K - $237K
|
3.42K
$253K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.18KNew |
$170K - $227K
|
3.18K
$235K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.04KNew |
$163K - $218K
|
3.04K
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
2.97KNew |
$159K - $213K
|
2.97K
$219K
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.96K+ 1.96% |
$158K - $212K
|
154K
$11.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.83KNew |
$152K - $203K
|
2.83K
$209K
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.8KNew |
$150K - $201K
|
2.8K
$207K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.65K+ 14.91% |
$142K - $190K
|
20.4K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.55K+ 63.94% |
$137K - $183K
|
6.55K
$483K
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.96K+ 5.93% |
$105K - $140K
|
35K
$2.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.76K+ 55.1% |
$94.2K - $126K
|
4.95K
$366K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.67K+ 16.61% |
$89.1K - $119K
|
11.7K
$863K
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.39K+ 29.46% |
$74.5K - $99.7K
|
6.12K
$452K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.35K+ 20.68% |
$72.2K - $96.7K
|
7.88K
$582K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.2K+ 29.62% |
$64.3K - $86K
|
5.26K
$388K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.19KNew |
$63.8K - $85.4K
|
1.19K
$88.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.15KNew |
$61.5K - $82.4K
|
1.15K
$84.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.14K+ 2.79% |
$60.9K - $81.6K
|
42K
$3.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 12.17% |
$58.3K - $78.1K
|
10K
$742K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
877+ 0.95% |
$46.9K - $62.8K
|
93.4K
$6.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
821+ 12.73% |
$43.9K - $58.8K
|
7.27K
$537K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
785+ 9.82% |
$42K - $56.2K
|
8.78K
$648K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
677+ 13.87% |
$36.2K - $48.5K
|
5.56K
$411K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
566+ 47.6% |
$30.3K - $40.5K
|
1.76K
$130K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
431+ 18.32% |
$23.1K - $30.9K
|
2.78K
$206K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
431New |
$23.1K - $30.9K
|
431
$31.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
326New |
$17.4K - $23.3K
|
326
$24.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
313+ 214.38% |
$16.7K - $22.4K
|
459
$33.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
300New |
$16.1K - $21.5K
|
300
$22.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
289+ 2.09% |
$15.5K - $20.7K
|
14.1K
$1.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
285+ 2.25% |
$15.2K - $20.4K
|
12.9K
$955K
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
247+ 2.76% |
$13.2K - $17.7K
|
9.21K
$680K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
149+ 59.36% |
$7.97K - $10.7K
|
400
$29.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
140New |
$7.49K - $10K
|
140
$10.3K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
137+ 1.79% |
$7.33K - $9.81K
|
7.78K
$574K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
134+ 2.64% |
$7.17K - $9.6K
|
5.21K
$385K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
132New |
$7.06K - $9.45K
|
132
$9.75K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
122+ 642.11% |
$6.53K - $8.74K
|
141
$10.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
119New |
$6.37K - $8.52K
|
119
$8.79K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
100New |
$5.35K - $7.16K
|
100
$7.39K
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
98New |
$5.24K - $7.02K
|
98
$7.24K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
95+ 38.78% |
$5.08K - $6.8K
|
340
$25.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
74+ 4.35% |
$3.96K - $5.3K
|
1.78K
$131K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
66New |
$3.53K - $4.73K
|
66
$4.87K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
66New |
$3.53K - $4.73K
|
66
$4.87K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
62New |
$3.32K - $4.44K
|
62
$4.58K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
60+ 1.51% |
$3.21K - $4.3K
|
4.04K
$299K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
37+ 0.57% |
$1.98K - $2.65K
|
6.5K
$480K
|