Purchases and Sales Made in Q3 2021 in Invesco ETF Tr Ii Kbw Bank ETF (KBWB)

KBWB Quotes by TradingView

This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Bank ETF (KBWB) during Q3 2021. 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
Oct 29, 2021 Q3 2021
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.58K
+ 9.87%
$95K - $109K
17.6K $1.16M
Oct 28, 2021 Q3 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.48K
+ 4.39%
$89K - $102K
35.2K $2.32M
Nov 15, 2021 Q3 2021
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
1.05K
New
$62.9K - $72K
1.05K $68.9K
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
999
+ 2.59%
$60K - $68.7K
39.5K $2.6M
Oct 04, 2021 Q3 2021
Red Spruce Capital, LLC

BUY
 -
932
+ 3.38%
$56K - $64.1K
28.5K $1.88M
Oct 21, 2021 Q3 2021
V Wealth Advisors LLC

BUY
 -
917
+ 8.74%
$55.1K - $63.1K
11.4K $750K
Oct 14, 2021 Q3 2021
Latitude Advisors, LLC

BUY
 -
864
+ 22.09%
$51.9K - $59.4K
4.78K $314K
Nov 15, 2021 Q3 2021
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
660
New
$39.7K - $45.4K
660 $43.4K
Oct 22, 2021 Q3 2021
Spire Wealth Management

BUY
 -
651
New
$39.1K - $44.8K
651 $42.8K
Nov 05, 2021 Q3 2021
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
600
+ 3.41%
$36.1K - $41.3K
18.2K $1.2M
Nov 03, 2021 Q3 2021
One Day In July LLC

BUY
 -
345
+ 9.69%
$20.7K - $23.7K
3.9K $257K
Oct 21, 2021 Q3 2021
Total Clarity Wealth Management, Inc.

BUY
 -
225
New
$13.5K - $15.5K
225 $14.8K
Oct 26, 2021 Q3 2021
Cutler Group LP

BUY
 -
200
+ 66.67%
$12K - $13.8K
500 $32.9K
Mar 07, 2022 Q3 2021
Psagot Value Holdings Ltd.

Tel Aviv, L3
BUY
 -
195
New
$11.7K - $13.4K
195 $12.8K
Nov 02, 2021 Q3 2021
Dumont & Blake Investment Advisors LLC

BUY
 -
141
+ 3.0%
$8.48K - $9.7K
4.85K $319K
Oct 27, 2021 Q3 2021
Aptus Capital Advisors, LLC

BUY
 -
98
+ 32.03%
$5.89K - $6.74K
404 $26.6K
Oct 08, 2021 Q3 2021
Creative Financial Designs Inc

BUY
 -
79
+ 10.45%
$4.75K - $5.43K
835 $54.9K
Nov 09, 2021 Q3 2021
Geneos Wealth Management Inc.

BUY
 -
78
+ 3.51%
$4.69K - $5.36K
2.3K $151K
Oct 28, 2021 Q3 2021
Access Financial Services, Inc.

BUY
 -
74
+ 0.33%
$4.45K - $5.09K
22.8K $1.5M
Nov 02, 2021 Q3 2021
Bay Colony Advisory Group, Inc D

BUY
 -
45
+ 0.82%
$2.7K - $3.09K
5.51K $362K
Nov 15, 2021 Q3 2021
Optiver Holding B.V.

Amsterdam, P7
BUY
 -
43
New
$2.58K - $2.96K
43 $2.83K
Nov 24, 2021 Q3 2021
Patriot Financial Group Insurance Agency, LLC

BUY
 -
19
+ 316.67%
$1.14K - $1.31K
25 $1.64K
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

BUY
 -
4
+ 0.45%
$240 - $275
891 $58.6K
Nov 12, 2021 Q3 2021
Tradition Wealth Management, LLC

BUY
 -
3
+ 0.56%
$180 - $206
537 $35.3K
Nov 01, 2021 Q3 2021
High Mark Wealth Management LLC

BUY
 -
1
+ 0.97%
$60.1 - $68.8
104 $6.84K
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1
+ 0.17%
$60.1 - $68.8
605 $39.8K
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

SELL
 -
0
Closed
$0 - $0
0 $0
Nov 09, 2021 Q3 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-2
- 0.09%
$120 - $138
2.21K $145K
Nov 02, 2021 Q3 2021
Clearview Wealth Advisors LLC

SELL
 -
-31
- 1.29%
$1.86K - $2.13K
2.38K $156K
Oct 27, 2021 Q3 2021
Solstein Capital, LLC

Menlo Park, CA
SELL
 -
-39
- 6.37%
$2.34K - $2.68K
573 $37.7K
Nov 09, 2021 Q3 2021
Black Rock Inc.

New York, NY
SELL
 -
-49
Closed
$2.95K - $3.37K
0 $0
Oct 28, 2021 Q3 2021
Capital Investment Advisory Services, LLC

SELL
 -
-50
- 16.13%
$3.01K - $3.44K
260 $17.1K
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-53
Closed
$3.19K - $3.64K
0 $0
Oct 29, 2021 Q3 2021
Motco

SELL
 -
-58
Closed
$3.49K - $3.99K
0 $0
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-88
- 11.07%
$5.29K - $6.05K
707 $46.5K
Nov 12, 2021 Q3 2021
Pgim Custom Harvest LLC

Newark, NJ
SELL
 -
-136
- 0.12%
$8.17K - $9.35K
116K $7.6M
Nov 05, 2021 Q3 2021
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-153
- 1.12%
$9.2K - $10.5K
13.5K $888K
Oct 15, 2021 Q3 2021
Paradigm, Strategies In Wealth Management, LLC

SELL
 -
-158
Closed
$9.5K - $10.9K
0 $0
Nov 15, 2021 Q3 2021
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-178
- 68.46%
$10.7K - $12.2K
82 $5.39K
Nov 15, 2021 Q3 2021
Advisor Os, LLC

SELL
 -
-184
- 1.7%
$11.1K - $12.7K
10.7K $701K
Nov 15, 2021 Q3 2021
Jacobi Capital Management LLC

SELL
 -
-234
- 5.31%
$14.1K - $16.1K
4.17K $274K
Nov 08, 2021 Q3 2021
Addison Advisors LLC

SELL
 -
-343
- 1.71%
$20.6K - $23.6K
19.7K $1.3M
Oct 13, 2021 Q3 2021
Hollencrest Capital Management

SELL
 -
-396
- 4.78%
$23.8K - $27.2K
7.89K $519K
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-434
- 12.63%
$26.1K - $29.8K
3K $198K
Nov 15, 2021 Q3 2021
D.A. Davidson & Co.

SELL
 -
-500
- 11.44%
$30.1K - $34.4K
3.87K $255K
Nov 15, 2021 Q3 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-500
Closed
$30.1K - $34.4K
0 $0
Nov 12, 2021 Q3 2021
Neuberger Berman Group LLC

New York, NY
SELL
 -
-585
- 6.16%
$35.2K - $40.2K
8.91K $586K
Nov 12, 2021 Q3 2021
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-650
- 86.67%
$39.1K - $44.7K
100 $6.58K
Nov 15, 2021 Q3 2021
State Street Corp

Boston, MA
SELL
 -
-669
- 6.19%
$40.2K - $46K
10.1K $667K

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