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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.78M+ 1845.69% |
$88.5M - $98.7M
|
1.88M
$117M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.75KNew |
$186K - $207K
|
3.75K
$234K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.3KNew |
$1.11M - $1.23M
|
22.3K
$1.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.46K+ 201.38% |
$72.2K - $80.6K
|
2.18K
$136K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.64% |
$99.2 - $111
|
314
$19.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
125K+ 908.41% |
$6.2M - $6.92M
|
139K
$8.66M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
130KNew |
$6.46M - $7.21M
|
130K
$8.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
116New |
$5.75K - $6.42K
|
116
$7.23K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.5K+ 13.74% |
$1.31M - $1.46M
|
219K
$13.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
2.06K+ 8.19% |
$102K - $114K
|
27.2K
$1.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-8- 44.44% |
$397 - $443
|
10
$623
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-170- 3.67% |
$8.43K - $9.41K
|
4.46K
$278K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1K- 5.67% |
$49.6K - $55.3K
|
16.6K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-161- 58.55% |
$7.98K - $8.91K
|
114
$7.11K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-53- 8.2% |
$2.63K - $2.93K
|
593
$37K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
800New |
$39.7K - $44.3K
|
800
$49.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-22.6K- 4.71% |
$1.12M - $1.25M
|
457K
$28.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
24.4KNew |
$1.21M - $1.35M
|
24.4K
$1.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-481- 81.8% |
$23.8K - $26.6K
|
107
$6.67K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
92+ 44.23% |
$4.56K - $5.09K
|
300
$18.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.9K- 13.43% |
$94.2K - $105K
|
12.3K
$764K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-245- 2.07% |
$12.1K - $13.6K
|
11.6K
$722K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.66% |
$99.2 - $111
|
307
$19.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-39- 0.58% |
$1.93K - $2.16K
|
6.7K
$418K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-8.24K- 47.74% |
$408K - $456K
|
9.02K
$562K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-264- 46.64% |
$13.1K - $14.6K
|
302
$18.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.26KNew |
$112K - $125K
|
2.26K
$141K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11New |
$518 - $590
|
11
$686
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
114New |
$5.36K - $6.12K
|
114
$7.11K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-228- 4.45% |
$10.7K - $12.2K
|
4.89K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
100KNew |
$4.71M - $5.37M
|
100K
$6.23M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.5K- 30.08% |
$70.3K - $80.2K
|
3.48K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-46K- 80.99% |
$2.17M - $2.47M
|
10.8K
$674K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
21.1KNew |
$991K - $1.13M
|
21.1K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-104- 80.62% |
$4.89K - $5.58K
|
25
$1.56K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.6K+ 18.66% |
$687K - $783K
|
92.8K
$5.79M
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
5.49KNew |
$258K - $295K
|
5.49K
$342K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.47K- 58.68% |
$116K - $133K
|
1.74K
$108K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.64K- 98.55% |
$124K - $142K
|
39
$2.43K
|
|
|
May 13, 2024
Q1 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-36.7K- 34.1% |
$1.73M - $1.97M
|
70.9K
$4.42M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
CALL |
177KNew |
$8.3M - $9.47M
|
177K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-272- 1.07% |
$12.8K - $14.6K
|
25.3K
$1.57M
|
|
|
May 13, 2024
Q1 2024
|
Point Break Capital Management, LLC
Miami, FL |
SELL
|
- |
-105K- 84.84% |
$4.95M - $5.65M
|
18.8K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-146- 41.71% |
$6.87K - $7.83K
|
204
$12.7K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-41Closed |
$1.93K - $2.2K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-5.87K- 51.03% |
$276K - $315K
|
5.64K
$351K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
15.1KNew |
$710K - $810K
|
15.1K
$941K
|
|
|
May 09, 2024
Q1 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
260KNew |
$12.2M - $14M
|
260K
$16.2M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-964- 15.69% |
$45.4K - $51.7K
|
5.18K
$323K
|
|