Purchases and Sales Made in Q1 2024 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 2024. 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 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.7KNew |
$606K - $694K
|
12.7K
$738K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$534K - $611K
|
11.2K
$649K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.58KNew |
$219K - $250K
|
4.58K
$266K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.46KNew |
$213K - $244K
|
4.46K
$259K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.12K+ 1059.0% |
$101K - $116K
|
2.32K
$135K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
805New |
$38.5K - $44.1K
|
805
$46.8K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
700+ 10.65% |
$33.5K - $38.3K
|
7.27K
$423K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
400New |
$19.1K - $21.9K
|
400
$23.3K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
375+ 89.07% |
$17.9K - $20.5K
|
796
$46.3K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
153+ 1.52% |
$7.32K - $8.38K
|
10.2K
$595K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
68+ 1.06% |
$3.25K - $3.72K
|
6.5K
$378K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.79% |
$47.8 - $54.7
|
128
$7.45K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4- 0.02% |
$191 - $219
|
16.3K
$946K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-60- 75.0% |
$2.87K - $3.28K
|
20
$1.16K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-138- 0.5% |
$6.6K - $7.55K
|
27.2K
$1.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-479- 5.46% |
$22.9K - $26.2K
|
8.29K
$482K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-557- 38.76% |
$26.6K - $30.5K
|
880
$51.2K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-644- 12.0% |
$30.8K - $35.3K
|
4.72K
$275K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-693- 32.34% |
$33.1K - $37.9K
|
1.45K
$84.3K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-941- 3.68% |
$45K - $51.5K
|
24.6K
$1.43M
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.3K- 23.76% |
$61.9K - $70.9K
|
4.16K
$242K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.3K- 41.04% |
$542K - $620K
|
16.3K
$946K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.3K- 41.04% |
$542K - $620K
|
16.3K
$946K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.3K- 52.69% |
$682K - $780K
|
12.8K
$745K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-38.9K- 90.13% |
$1.86M - $2.13M
|
4.26K
$248K
|