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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
25.1K+ 50.71% |
$1.44M - $1.79M
|
74.6K
$5.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4KNew |
$229K - $285K
|
4K
$286K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
34.6K+ 8046.74% |
$1.98M - $2.47M
|
35K
$2.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.01M- 95.49% |
$57.6M - $71.8M
|
47.5K
$3.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-543- 5.13% |
$31.1K - $38.7K
|
10.1K
$718K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.07K+ 18.56% |
$176K - $219K
|
19.6K
$1.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
75.3K+ 534.03% |
$4.31M - $5.37M
|
89.4K
$6.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.2K+ 19.65% |
$3.44M - $4.29M
|
366K
$26.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
154+ 223.19% |
$8.82K - $11K
|
223
$15.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.34KNew |
$191K - $238K
|
3.34K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.48K+ 11.44% |
$199K - $248K
|
33.8K
$2.42M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
90+ 10.45% |
$5.15K - $6.42K
|
951
$67.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.14K+ 1.99% |
$123K - $153K
|
110K
$7.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
276KNew |
$15.8M - $19.7M
|
276K
$19.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
5.55K+ 15427.78% |
$318K - $396K
|
5.59K
$399K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.6K+ 5.28% |
$1.58M - $1.97M
|
551K
$39.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
53+ 3.16% |
$3.04K - $3.78K
|
1.73K
$124K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
111K+ 47.39% |
$6.38M - $7.95M
|
347K
$24.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-13.6K- 1.37% |
$779K - $970K
|
976K
$69.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
10New |
$573 - $713
|
10
$714
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.3K- 10.57% |
$246K - $306K
|
36.4K
$2.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
22.8KNew |
$1.3M - $1.62M
|
22.8K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.32% |
$57.3 - $71.3
|
318
$22.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
99New |
$5.67K - $7.06K
|
99
$7.07K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.76K- 60.78% |
$273K - $340K
|
3.07K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.3KNew |
$816K - $1.02M
|
14.3K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-376- 3.37% |
$21.5K - $26.8K
|
10.8K
$770K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
392KNew |
$22.4M - $27.9M
|
392K
$28M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.71K- 3.52% |
$97.6K - $122K
|
46.8K
$3.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.9KNew |
$166K - $207K
|
2.9K
$207K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
51+ 2.34% |
$2.92K - $3.64K
|
2.23K
$160K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
42.5KNew |
$2.43M - $3.03M
|
42.5K
$3.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
506+ 5.03% |
$29K - $36.1K
|
10.6K
$755K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
699+ 13.54% |
$40K - $49.9K
|
5.86K
$419K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-595- 7.33% |
$34.1K - $42.4K
|
7.52K
$537K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
2.67M+ 961.15% |
$153M - $191M
|
2.95M
$211M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-39- 6.22% |
$2.23K - $2.78K
|
588
$42K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-630- 7.58% |
$36.1K - $44.9K
|
7.68K
$548K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
57.6KNew |
$3.3M - $4.11M
|
57.6K
$4.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
113KNew |
$6.49M - $8.09M
|
113K
$8.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-81- 71.68% |
$4.64K - $5.78K
|
32
$2.28K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-141- 24.91% |
$8.08K - $10.1K
|
425
$30.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
14New |
$802 - $999
|
14
$1K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.7K+ 143.52% |
$97.1K - $121K
|
2.88K
$205K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
263K+ 10.39% |
$15.1M - $18.7M
|
2.79M
$199M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.14K+ 110.77% |
$295K - $367K
|
9.79K
$699K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-175- 95.11% |
$10K - $12.5K
|
9
$643
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-240- 5.87% |
$13.7K - $17.1K
|
3.85K
$275K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
16.3KNew |
$935K - $1.16M
|
16.3K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-188K- 9.44% |
$10.7M - $13.4M
|
1.8M
$129M
|