Purchases and Sales Made in Q1 2021 in Invesco ETF Tr Ii Kbw Regional (KBWR)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Regional (KBWR) during Q1 2021. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II KBW REGIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2021
Q1 2021
|
Retirement Capital Strategies
|
BUY
|
- |
136KNew |
$6.43M - $9.02M
|
136K
$9.18M
|
|
|
Apr 05, 2021
Q1 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
103KNew |
$4.87M - $6.83M
|
103K
$6.95M
|
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.7KNew |
$1.26M - $1.77M
|
26.7K
$1.8M
|
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.16K+ 86.05% |
$243K - $341K
|
11.1K
$751K
|
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.96KNew |
$234K - $328K
|
4.96K
$334K
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.95KNew |
$186K - $261K
|
3.95K
$266K
|
|
|
May 11, 2021
Q1 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
3.8KNew |
$179K - $252K
|
3.8K
$256K
|
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Inc
|
BUY
|
- |
3.64K+ 12.33% |
$172K - $241K
|
33.2K
$2.23M
|
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.59K+ 44.72% |
$122K - $172K
|
8.39K
$566K
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.91KNew |
$90K - $126K
|
1.91K
$128K
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
921+ 14.0% |
$43.4K - $61K
|
7.5K
$505K
|
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
780+ 6.84% |
$36.8K - $51.6K
|
12.2K
$821K
|
|
|
May 17, 2021
Q1 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
279New |
$13.2K - $18.5K
|
279
$18.8K
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200New |
$9.43K - $13.2K
|
200
$13.5K
|
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
200New |
$9.43K - $13.2K
|
200
$13.5K
|
|
|
Apr 29, 2021
Q1 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
95New |
$4.48K - $6.29K
|
95
$6.4K
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
56New |
$2.64K - $3.71K
|
56
$3.77K
|
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
21+ 0.29% |
$991 - $1.39K
|
7.3K
$492K
|
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10New |
$472 - $662
|
10
$674
|
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$142 - $199
|
3
$202
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-114- 1.42% |
$5.38K - $7.55K
|
7.93K
$534K
|
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-500Closed |
$23.6K - $33.1K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-555Closed |
$26.2K - $36.7K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.1K- 21.47% |
$52K - $72.9K
|
4.03K
$272K
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.97K- 53.9% |
$376K - $528K
|
6.82K
$459K
|
|
|
May 14, 2021
Q1 2021
|
Nicholas Company, Inc.
|
SELL
|
- |
-22.4KClosed |
$1.06M - $1.48M
|
0
$0
|