Purchases and Sales Made in Q3 2024 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 2024. 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 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
131+ 8.47% |
$6.96K - $7.81K
|
1.68K
$119K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
131+ 43.81% |
$6.96K - $7.81K
|
430
$30.5K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
113New |
$6.01K - $6.74K
|
113
$8.01K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
105New |
$5.58K - $6.26K
|
105
$7.44K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
101+ 0.12% |
$5.37K - $6.02K
|
82.4K
$5.84M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
80+ 6.61% |
$4.25K - $4.77K
|
1.29K
$91.4K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
69New |
$3.67K - $4.11K
|
69
$4.89K
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
61New |
$3.24K - $3.64K
|
61
$4.32K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
39+ 4.74% |
$2.07K - $2.32K
|
861
$61K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
38New |
$2.02K - $2.27K
|
38
$2.69K
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
38New |
$2.02K - $2.27K
|
38
$2.69K
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
36New |
$1.91K - $2.15K
|
36
$2.55K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26+ 0.53% |
$1.38K - $1.55K
|
4.96K
$351K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
23New |
$1.22K - $1.37K
|
23
$1.63K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
19+ 2.35% |
$1.01K - $1.13K
|
827
$58.6K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18+ 46.15% |
$957 - $1.07K
|
57
$4.04K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10+ 0.6% |
$532 - $596
|
1.68K
$119K
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6+ 0.04% |
$319 - $358
|
14.4K
$1.02M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4New |
$213 - $238
|
4
$284
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.18% |
$213 - $238
|
2.18K
$155K
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.82% |
$159 - $179
|
369
$26.2K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.96% |
$159 - $179
|
317
$22.5K
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 6.25% |
$53.2 - $59.6
|
17
$1.2K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13- 4.94% |
$691 - $775
|
250
$17.7K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13- 0.13% |
$691 - $775
|
10.1K
$713K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-32- 10.42% |
$1.7K - $1.91K
|
275
$19.5K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-55- 1.08% |
$2.92K - $3.28K
|
5.02K
$356K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-153- 3.63% |
$8.13K - $9.12K
|
4.06K
$288K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-174- 64.68% |
$9.25K - $10.4K
|
95
$6.73K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-180- 4.26% |
$9.57K - $10.7K
|
4.05K
$287K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-202- 1.48% |
$10.7K - $12K
|
13.5K
$954K
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-213- 4.57% |
$11.3K - $12.7K
|
4.45K
$315K
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-223- 5.76% |
$11.9K - $13.3K
|
3.65K
$258K
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-282- 0.5% |
$15K - $16.8K
|
56.2K
$3.98M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-293- 3.16% |
$15.6K - $17.5K
|
8.99K
$637K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-296- 6.63% |
$15.7K - $17.6K
|
4.17K
$295K
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-307- 2.68% |
$16.3K - $18.3K
|
11.2K
$791K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-338- 3.09% |
$18K - $20.1K
|
10.6K
$751K
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-370- 5.43% |
$19.7K - $22.1K
|
6.45K
$457K
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-421- 2.28% |
$22.4K - $25.1K
|
18K
$1.28M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-428- 5.91% |
$22.7K - $25.5K
|
6.81K
$483K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-430- 0.89% |
$22.9K - $25.6K
|
47.8K
$3.39M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-502- 5.7% |
$26.7K - $29.9K
|
8.31K
$589K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-575- 3.11% |
$30.6K - $34.3K
|
17.9K
$1.27M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-588- 12.58% |
$31.3K - $35.1K
|
4.09K
$290K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-608- 10.53% |
$32.3K - $36.2K
|
5.16K
$366K
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-808- 8.34% |
$42.9K - $48.2K
|
8.88K
$630K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.09K- 8.4% |
$57.7K - $64.7K
|
11.8K
$840K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.32K- 11.4% |
$70.2K - $78.7K
|
10.3K
$727K
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.58K- 3.15% |
$83.9K - $94.1K
|
48.5K
$3.43M
|