Latest Institutional Transactions on Invesco ETF Tr Ii Kbw Bank ETF (KBWB)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Kbw Bank ETF (KBWB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-295- 2.08% |
$15.8K - $21.1K
|
13.9K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-958- 1.22% |
$51.3K - $68.6K
|
77.5K
$5.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.35K+ 20.68% |
$72.2K - $96.7K
|
7.88K
$583K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-934- 0.33% |
$50K - $66.9K
|
283K
$21M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
821+ 12.73% |
$43.9K - $58.8K
|
7.27K
$538K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.4KNew |
$663K - $887K
|
12.4K
$917K
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2.85K- 6.32% |
$153K - $204K
|
42.3K
$3.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.19KNew |
$63.8K - $85.4K
|
1.19K
$88.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-383- 2.24% |
$20.5K - $27.4K
|
16.7K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.63% |
$53.5 - $71.6
|
161
$11.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-267- 7.42% |
$14.3K - $19.1K
|
3.33K
$247K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
289+ 2.09% |
$15.5K - $20.7K
|
14.1K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.83KNew |
$152K - $203K
|
2.83K
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-12- 11.21% |
$642 - $859
|
95
$7.03K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
62New |
$3.32K - $4.44K
|
62
$4.59K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
431New |
$23.1K - $30.9K
|
431
$31.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.65K+ 14.91% |
$142K - $190K
|
20.4K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.54% |
$107 - $143
|
375
$27.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-970- 3.46% |
$51.9K - $69.5K
|
27.1K
$2.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-173- 1.28% |
$9.26K - $12.4K
|
13.3K
$987K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1+ 0.01% |
$53.5 - $71.6
|
16.5K
$1.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.43K- 83.8% |
$344K - $461K
|
1.24K
$92K
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
SELL
|
- |
-3.27K- 1.63% |
$175K - $234K
|
197K
$14.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.25K- 7.54% |
$66.9K - $89.5K
|
15.3K
$1.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
140New |
$7.49K - $10K
|
140
$10.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
14.8K+ 106.88% |
$790K - $1.06M
|
28.6K
$2.12M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
137+ 1.79% |
$7.33K - $9.81K
|
7.78K
$576K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
24.6K+ 87.06% |
$1.32M - $1.76M
|
52.9K
$3.92M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.58K- 38.84% |
$155K - $186K
|
4.06K
$300K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
153New |
$9.19K - $11K
|
153
$11.3K
|
|
|
May 16, 2025
Q1 2025
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
831KNew |
$49.9M - $60M
|
831K
$61.5M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
185+ 5.07% |
$11.1K - $13.4K
|
3.83K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
10.9KNew |
$652K - $784K
|
10.9K
$804K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.04K- 80.42% |
$122K - $147K
|
496
$36.7K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
259K+ 33.58% |
$15.6M - $18.7M
|
1.03M
$76.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.35M+ 69.64% |
$321M - $386M
|
13M
$965M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
151K+ 502696.66% |
$9.06M - $10.9M
|
151K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-592- 12.91% |
$35.5K - $42.7K
|
3.99K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.61KNew |
$216K - $260K
|
3.61K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-168- 3.18% |
$10.1K - $12.1K
|
5.12K
$379K
|
|
|
May 15, 2025
Q1 2025
|
Aragon Global Management, LP
Miami, FL |
SELL
|
- |
-73.5K- 89.47% |
$4.41M - $5.31M
|
8.65K
$640K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-103K- 64.38% |
$6.2M - $7.46M
|
57.1K
$4.23M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
134KNew |
$8.02M - $9.65M
|
134K
$9.89M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-15- 42.86% |
$901 - $1.08K
|
20
$1.48K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
38.8K+ 143.87% |
$2.33M - $2.8M
|
65.7K
$4.86M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.9K- 2.06% |
$594K - $715K
|
471K
$34.9M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
477+ 10.83% |
$28.6K - $34.4K
|
4.88K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
5.08KNew |
$305K - $366K
|
5.08K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26.4KNew |
$1.58M - $1.91M
|
26.4K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-211K- 76.5% |
$12.7M - $15.2M
|
64.8K
$4.8M
|
|