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 |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
500New |
$26.6K - $29.8K
|
500
$31.2K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-502- 5.7% |
$26.7K - $29.9K
|
8.31K
$518K
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6+ 0.04% |
$319 - $358
|
14.4K
$897K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.46K+ 17.48% |
$131K - $147K
|
16.5K
$1.03M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.45K+ 16.09% |
$77K - $86.3K
|
10.4K
$651K
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-31K- 22.35% |
$1.65M - $1.85M
|
108K
$6.71M
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.16KNew |
$61.4K - $68.9K
|
1.16K
$72.1K
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-370- 5.43% |
$19.7K - $22.1K
|
6.45K
$402K
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-12K- 32.3% |
$638K - $716K
|
25.2K
$1.57M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-202- 1.48% |
$10.7K - $12K
|
13.5K
$839K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
113New |
$6.01K - $6.74K
|
113
$7.04K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
101+ 0.12% |
$5.37K - $6.02K
|
82.4K
$5.13M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.12K+ 712.21% |
$378K - $424K
|
8.11K
$506K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-180- 4.26% |
$9.57K - $10.7K
|
4.05K
$252K
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.82% |
$159 - $179
|
369
$23K
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-11.8K- 49.87% |
$629K - $705K
|
11.9K
$741K
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
38New |
$2.02K - $2.27K
|
38
$2.37K
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-16.6K- 5.37% |
$884K - $991K
|
293K
$18.3M
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-7.32K- 2.19% |
$389K - $436K
|
327K
$20.4M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.93K+ 1.97% |
$103K - $115K
|
100K
$6.24M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-293- 3.16% |
$15.6K - $17.5K
|
8.99K
$560K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.46K- 5.7% |
$131K - $146K
|
40.6K
$2.53M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.09K- 8.4% |
$57.7K - $64.7K
|
11.8K
$739K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
133KNew |
$7.09M - $7.95M
|
133K
$8.32M
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
61New |
$3.24K - $3.64K
|
61
$3.8K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.01K+ 132.85% |
$373K - $418K
|
12.3K
$766K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-153- 3.63% |
$8.13K - $9.12K
|
4.06K
$253K
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-4.96K- 59.16% |
$263K - $295K
|
3.42K
$213K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
80+ 6.61% |
$4.25K - $4.77K
|
1.29K
$80.4K
|
|
Oct 10, 2024
Q3 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
8.35K+ 4.29% |
$444K - $498K
|
203K
$12.6M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
158New |
$8.4K - $9.42K
|
158
$9.85K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-588- 12.58% |
$31.3K - $35.1K
|
4.09K
$255K
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-2.82K- 34.36% |
$150K - $168K
|
5.38K
$335K
|
|
Oct 07, 2024
Q3 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
86.9KNew |
$4.62M - $5.18M
|
86.9K
$5.42M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-428- 5.91% |
$22.7K - $25.5K
|
6.81K
$425K
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-421- 2.28% |
$22.4K - $25.1K
|
18K
$1.12M
|
|
Q2 2024 | |||||||
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.7K- 4.85% |
$1.87M - $2.08M
|
739K
$46.1M
|
|
Aug 22, 2024
Q2 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
7.8KNew |
$387K - $432K
|
7.8K
$486K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.76K+ 2.85% |
$137K - $153K
|
99.7K
$6.21M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-217- 1.16% |
$10.8K - $12K
|
18.5K
$1.15M
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
34.4KNew |
$1.71M - $1.9M
|
34.4K
$2.14M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
172+ 27.04% |
$8.53K - $9.52K
|
808
$50.4K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.05K- 56.92% |
$350K - $390K
|
5.34K
$333K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-8.3K- 20.49% |
$412K - $459K
|
32.2K
$2.01M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
102KNew |
$5.04M - $5.62M
|
102K
$6.33M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-42- 2.64% |
$2.08K - $2.32K
|
1.55K
$96.4K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.22K- 69.59% |
$408K - $455K
|
3.59K
$224K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11+ 0.66% |
$545 - $609
|
1.67K
$104K
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-9.42K- 14.29% |
$467K - $521K
|
56.5K
$3.52M
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
11.5KNew |
$569K - $635K
|
11.5K
$715K
|