Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8New |
$458 - $571
|
8
$574
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4+ 0.04% |
$229 - $285
|
10.3K
$736K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.54% |
$115 - $143
|
371
$26.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.63% |
$57.3 - $71.3
|
159
$11.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1+ 0.0% |
$57.3 - $71.3
|
82.4K
$5.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-6- 0.04% |
$344 - $428
|
14.4K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-9- 0.08% |
$515 - $642
|
11.9K
$852K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-26- 0.22% |
$1.49K - $1.85K
|
11.8K
$848K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-39- 6.22% |
$2.23K - $2.78K
|
588
$42.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-81- 71.68% |
$4.64K - $5.78K
|
32
$2.29K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-100- 1.22% |
$5.73K - $7.13K
|
8.12K
$582K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-129- 1.89% |
$7.39K - $9.2K
|
6.68K
$479K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-141- 24.91% |
$8.08K - $10.1K
|
425
$30.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-175- 95.11% |
$10K - $12.5K
|
9
$645
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-194- 0.8% |
$11.1K - $13.8K
|
24.2K
$1.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-240- 5.87% |
$13.7K - $17.1K
|
3.85K
$276K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-308- 1.72% |
$17.6K - $22K
|
17.6K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-325- 2.22% |
$18.6K - $23.2K
|
14.3K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-355- 4.0% |
$20.3K - $25.3K
|
8.53K
$612K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-400- 9.88% |
$22.9K - $28.5K
|
3.65K
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-462- 11.38% |
$26.5K - $33K
|
3.6K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-477- 4.85% |
$27.3K - $34K
|
9.36K
$671K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-535- 5.93% |
$30.6K - $38.2K
|
8.48K
$608K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-589- 3.26% |
$33.7K - $42K
|
17.5K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-630- 7.58% |
$36.1K - $44.9K
|
7.68K
$551K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-737- 0.79% |
$42.2K - $52.6K
|
92.3K
$6.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-8.58K- 2.93% |
$491K - $612K
|
284K
$20.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
SELL
|
- |
-12.2K- 6.03% |
$701K - $873K
|
191K
$13.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-31.7K- 9.69% |
$1.82M - $2.26M
|
295K
$21.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-65.8K- 49.36% |
$3.77M - $4.7M
|
67.6K
$4.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-188K- 9.44% |
$10.7M - $13.4M
|
1.8M
$129M
|