Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
4.97M+ 599.01% |
$196M - $228M
|
5.8M
$391M
|
|
Nov 14, 2023
Q3 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
1.87M+ 94.21% |
$73.9M - $85.7M
|
3.85M
$260M
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.09M+ 947.92% |
$42.9M - $49.7M
|
1.2M
$80.9M
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
720K+ 204.95% |
$28.5M - $33M
|
1.07M
$72.2M
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
363K+ 1762.59% |
$14.3M - $16.6M
|
383K
$25.8M
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
344KNew |
$13.6M - $15.8M
|
344K
$23.2M
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
275K+ 28.84% |
$10.9M - $12.6M
|
1.23M
$82.7M
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
178K+ 844.08% |
$7.02M - $8.13M
|
199K
$13.4M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
121K+ 19.67% |
$4.8M - $5.56M
|
739K
$49.8M
|
|
Oct 18, 2023
Q3 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
94.8KNew |
$3.75M - $4.34M
|
94.8K
$6.39M
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
61.2KNew |
$2.42M - $2.8M
|
61.2K
$4.13M
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
50.3KNew |
$1.99M - $2.3M
|
50.3K
$3.39M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
43.3K+ 309471.44% |
$1.71M - $1.98M
|
43.3K
$2.92M
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
43.3KNew |
$1.71M - $1.98M
|
43.3K
$2.92M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.4K+ 125.96% |
$927K - $1.07M
|
42.1K
$2.83M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
23K+ 12.07% |
$908K - $1.05M
|
213K
$14.4M
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
22.9K+ 5.23% |
$907K - $1.05M
|
462K
$31.1M
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
22.1KNew |
$874K - $1.01M
|
22.1K
$1.49M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
21.9KNew |
$867K - $1M
|
21.9K
$1.48M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
21.1K+ 41.81% |
$834K - $967K
|
71.6K
$4.82M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
15.7KNew |
$619K - $718K
|
15.7K
$1.06M
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.5KNew |
$575K - $666K
|
14.5K
$980K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.5KNew |
$534K - $619K
|
13.5K
$911K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.5KNew |
$494K - $572K
|
12.5K
$842K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
9.57K+ 226.5% |
$378K - $439K
|
13.8K
$930K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.4KNew |
$332K - $385K
|
8.4K
$566K
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.33KNew |
$250K - $290K
|
6.33K
$427K
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.25K+ 7.72% |
$247K - $286K
|
87.2K
$5.88M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.23KNew |
$246K - $286K
|
6.23K
$420K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.67KNew |
$224K - $260K
|
5.67K
$382K
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.58K+ 1.38% |
$181K - $210K
|
335K
$22.6M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.3K+ 5.68% |
$170K - $197K
|
80K
$5.39M
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
3.05K+ 16.07% |
$120K - $139K
|
22K
$1.48M
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.03K+ 2.15% |
$120K - $139K
|
143K
$9.67M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.46K+ 46.17% |
$97.3K - $113K
|
7.79K
$525K
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
2.39K+ 47.7% |
$94.3K - $109K
|
7.39K
$498K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.55K+ 3.25% |
$61.3K - $71K
|
49.3K
$3.32M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.3K+ 2.72% |
$51.5K - $59.7K
|
49.2K
$3.31M
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
1.15K+ 15.87% |
$45.4K - $52.7K
|
8.4K
$566K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.1K+ 1000.0% |
$43.5K - $50.4K
|
1.21K
$81.5K
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
875+ 5.49% |
$34.6K - $40.1K
|
16.8K
$1.13M
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
847+ 2.31% |
$33.5K - $38.8K
|
37.5K
$2.53M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
621New |
$24.5K - $28.4K
|
621
$41.8K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
473New |
$18.7K - $21.7K
|
473
$31.9K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
401+ 2.68% |
$15.8K - $18.4K
|
15.4K
$1.04M
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
110+ 1.04% |
$4.35K - $5.04K
|
10.7K
$720K
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
79+ 0.15% |
$3.12K - $3.62K
|
54.4K
$3.67M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
46New |
$1.82K - $2.11K
|
46
$3.1K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
39New |
$1.54K - $1.79K
|
39
$2.63K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
28New |
$1.11K - $1.28K
|
28
$1.89K
|