Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.8KNew |
$4.27M - $4.83M
|
77.8K
$5.24M
|
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
6.8KNew |
$373K - $422K
|
6.8K
$458K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.36K+ 233.55% |
$239K - $271K
|
6.22K
$419K
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.49K+ 84.48% |
$192K - $217K
|
7.63K
$514K
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.28KNew |
$180K - $203K
|
3.28K
$221K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.61K+ 21.88% |
$143K - $162K
|
14.6K
$980K
|
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.46K+ 2.31% |
$135K - $153K
|
109K
$7.33M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.87K+ 28.19% |
$103K - $116K
|
8.5K
$573K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.06K+ 10590.0% |
$58.1K - $65.8K
|
1.07K
$72K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
451+ 11.79% |
$24.8K - $28K
|
4.28K
$288K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
266New |
$14.6K - $16.5K
|
266
$17.9K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
120New |
$6.59K - $7.45K
|
120
$8.09K
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
100New |
$5.49K - $6.21K
|
100
$6.74K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
73New |
$4.01K - $4.53K
|
73
$4.92K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
23+ 0.31% |
$1.26K - $1.43K
|
7.34K
$494K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10New |
$549 - $621
|
10
$674
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
4+ 0.11% |
$220 - $248
|
3.72K
$251K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-50- 18.94% |
$2.75K - $3.11K
|
214
$14.4K
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-141- 3.28% |
$7.74K - $8.76K
|
4.16K
$280K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-200Closed |
$11K - $12.4K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-217- 27.47% |
$11.9K - $13.5K
|
573
$38.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-234- 54.04% |
$12.8K - $14.5K
|
199
$13.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.13K- 7.71% |
$117K - $132K
|
25.5K
$1.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.52K- 86.16% |
$138K - $156K
|
404
$27.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.1K- 46.23% |
$390K - $441K
|
8.25K
$556K
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.1K- 74.01% |
$722K - $817K
|
4.62K
$311K
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23.1KClosed |
$1.27M - $1.43M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-43.3K- 54.65% |
$2.38M - $2.69M
|
35.9K
$2.42M
|