Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.91M+ 83.82% |
$137M - $152M
|
4.18M
$309M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
570K+ 1408.97% |
$40.9M - $45.5M
|
610K
$45.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Marks Wealth, LLC
|
BUY
|
- |
217KNew |
$15.6M - $17.3M
|
217K
$16.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
51.5KNew |
$3.7M - $4.11M
|
51.5K
$3.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
48.2K+ 19.0% |
$3.46M - $3.84M
|
302K
$22.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
36K+ 17.57% |
$2.58M - $2.87M
|
241K
$17.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
33.3K+ 622.65% |
$2.39M - $2.66M
|
38.7K
$2.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
12.9KNew |
$929K - $1.03M
|
12.9K
$956K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10.2K+ 82.53% |
$734K - $815K
|
22.6K
$1.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.12KNew |
$583K - $648K
|
8.12K
$600K
|
|
|
Oct 22, 2025
Q3 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
7.19K+ 38.4% |
$516K - $573K
|
25.9K
$1.91M
|
|
|
Oct 06, 2025
Q3 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
4.98KNew |
$357K - $397K
|
4.98K
$368K
|
|
|
Nov 03, 2025
Q3 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
4.69KNew |
$336K - $374K
|
4.69K
$346K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
3.93KNew |
$282K - $313K
|
3.93K
$290K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.56K+ 13.19% |
$255K - $283K
|
30.5K
$2.25M
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
3.01KNew |
$216K - $240K
|
3.01K
$222K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.64KNew |
$189K - $210K
|
2.64K
$195K
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
2.47K+ 1.25% |
$178K - $197K
|
200K
$14.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.7K+ 12.71% |
$122K - $135K
|
15K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.65K+ 31.34% |
$118K - $131K
|
6.9K
$510K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.57K+ 5.48% |
$112K - $125K
|
30.1K
$2.23M
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.43K+ 4.1% |
$103K - $114K
|
36.4K
$2.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.07K+ 5.22% |
$76.6K - $85.1K
|
21.5K
$1.59M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.04K+ 0.97% |
$74.3K - $82.6K
|
108K
$7.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.02K+ 19.62% |
$73.4K - $81.6K
|
6.24K
$461K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
539+ 13.96% |
$38.7K - $43K
|
4.4K
$325K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
470+ 13.75% |
$33.7K - $37.5K
|
3.89K
$287K
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
401+ 1.48% |
$28.8K - $32K
|
27.5K
$2.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
400New |
$28.7K - $31.9K
|
400
$29.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
329+ 1.08% |
$23.6K - $26.2K
|
30.9K
$2.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
284New |
$20.4K - $22.6K
|
284
$21K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
283+ 5.66% |
$20.3K - $22.6K
|
5.28K
$390K
|
|
|
Oct 30, 2025
Q3 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
256+ 1.98% |
$18.4K - $20.4K
|
13.2K
$974K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
213+ 2.74% |
$15.3K - $17K
|
7.99K
$590K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
55+ 11.98% |
$3.95K - $4.39K
|
514
$38K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
39New |
$2.8K - $3.11K
|
39
$2.88K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
37+ 0.57% |
$2.65K - $2.95K
|
6.54K
$483K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31+ 9.12% |
$2.22K - $2.47K
|
371
$27.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
20New |
$1.44K - $1.59K
|
20
$1.48K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10+ 25.64% |
$718 - $797
|
49
$3.62K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
6New |
$431 - $478
|
6
$443
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
4New |
$287 - $319
|
4
$295
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3New |
$215 - $239
|
3
$222
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
3New |
$215 - $239
|
3
$222
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
1+ 0.03% |
$71.8 - $79.7
|
3.55K
$262K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1+ 0.01% |
$71.8 - $79.7
|
16.5K
$1.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4- 0.05% |
$287 - $319
|
7.88K
$582K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6- 4.92% |
$431 - $478
|
116
$8.57K
|
|
|
Oct 16, 2025
Q3 2025
|
Collar Capital Management, LLC
Appleton, WI |
SELL
|
- |
-10- 0.34% |
$718 - $797
|
2.96K
$219K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-73- 2.24% |
$5.24K - $5.82K
|
3.18K
$235K
|