River Wealth Advisors LLC Invesco ETF Tr Ii Kbw Regional Transaction History

River Wealth Advisors LLC

$740 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	BUY	$55.2 - $63.48 $276 - $317	5 Added 0.14%	3,641 $207,000
Q3 2022 Nov 14, 2022	SELL	$52.32 - $63.23 $10,254 - $12,393	-196 Reduced 5.11%	3,636 $201,000
Q2 2022 Aug 10, 2022	BUY	$52.25 - $60.89 $209 - $243	4 Added 0.1%	3,832 $205,000
Q1 2022 May 09, 2022	BUY	$60.2 - $69.97 $6,200 - $7,206	103 Added 2.77%	3,828 $235,000
Q4 2021 Feb 11, 2022	BUY	$59.66 - $66.48 $238 - $265	4 Added 0.11%	3,725 $235,000
Q3 2021 Nov 12, 2021	BUY	$54.9 - $62.11 $219 - $248	4 Added 0.11%	3,721 $230,000
Q2 2021 Aug 06, 2021	SELL	$58.51 - $65.43 $18,313 - $20,479	-313 Reduced 7.77%	3,717 $222,000
Q1 2021 May 11, 2021	SELL	$47.17 - $66.19 $51,981 - $72,941	-1,102 Reduced 21.47%	4,030 $246,000
Q4 2020 Feb 16, 2021	SELL	$32.15 - $47.55 $83,236 - $123,106	-2,589 Reduced 33.53%	5,132 $243,000
Q3 2020 Nov 10, 2020	BUY	$30.71 - $38.39 $33,443 - $41,806	1,089 Added 16.42%	7,721 $248,000
Q2 2020 Aug 11, 2020	BUY	$29.38 - $43.02 $194,848 - $285,308	6,632 New	6,632 $239,000
Q1 2020 May 05, 2020	SELL	$27.59 - $54.04 $102,276 - $200,326	-3,707 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$47.51 - $55.0 $176,119 - $203,885	3,707 New	3,707 $200,000
Q1 2019 May 07, 2019	SELL	N/A	-3,366 Closed	0 $0
Q4 2018 Jan 25, 2019	BUY	N/A	288 Added 9.36%	3,366 $151,000
Q3 2018 Nov 09, 2018	BUY	N/A	3,078 New	3,078 $172,000

Others Institutions Holding KBWR

# of Institutions

36

Shares Held

215K

Call Options Held

0

Put Options Held

0

About INVESCO ETF TR II KBW REGIONAL

Ticker KBWR
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