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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
53+ 16.67% |
$3.18K - $3.83K
|
371
$27.7K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.53K+ 1621.26% |
$572K - $688K
|
10.1K
$756K
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
1.49MNew |
$89.4M - $107M
|
1.49M
$111M
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-468- 10.52% |
$28.1K - $33.8K
|
3.98K
$298K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-716- 1.24% |
$43K - $51.7K
|
56.9K
$4.25M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
44.9K+ 18.12% |
$2.69M - $3.24M
|
292K
$21.9M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-15- 31.91% |
$901 - $1.08K
|
32
$2.39K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
28.4K+ 25.07% |
$1.71M - $2.05M
|
142K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
10KNew |
$601K - $722K
|
10K
$747K
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
23.3KNew |
$1.4M - $1.68M
|
23.3K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-2.22K- 19.83% |
$133K - $160K
|
8.96K
$670K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-27K- 94.05% |
$1.62M - $1.95M
|
1.71K
$127K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-91- 0.4% |
$5.46K - $6.57K
|
22.7K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.56M+ 3284.72% |
$93.8M - $113M
|
1.61M
$120M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
62.3KNew |
$3.74M - $4.5M
|
62.3K
$4.65M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-678K- 86.44% |
$40.7M - $48.9M
|
106K
$7.94M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.62K+ 9.74% |
$218K - $262K
|
40.8K
$3.05M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
217+ 0.24% |
$13K - $15.7K
|
92.5K
$6.91M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
18.2K+ 326.42% |
$1.1M - $1.32M
|
23.8K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
405+ 9.38% |
$24.3K - $29.2K
|
4.73K
$353K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.7K+ 387.22% |
$1.36M - $1.64M
|
28.6K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
60.3KNew |
$3.62M - $4.35M
|
60.3K
$4.5M
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
181+ 0.53% |
$10.9K - $13.1K
|
34K
$2.54M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.9K- 8.26% |
$174K - $209K
|
32.1K
$2.4M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.7KNew |
$222K - $267K
|
3.7K
$277K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.16K+ 11.44% |
$250K - $300K
|
40.5K
$3.03M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
153+ 6.85% |
$9.19K - $11K
|
2.39K
$178K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-340- 3.31% |
$20.4K - $24.6K
|
9.92K
$741K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.69M+ 306.53% |
$101M - $122M
|
2.24M
$167M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-3.77K- 0.21% |
$227K - $272K
|
1.8M
$134M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.19KNew |
$132K - $158K
|
2.19K
$164K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-37.5K- 88.35% |
$2.25M - $2.71M
|
4.95K
$370K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
758+ 17.29% |
$45.5K - $54.7K
|
5.14K
$384K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 6.4% |
$961 - $1.16K
|
266
$19.9K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.85K- 6.3% |
$111K - $134K
|
27.5K
$2.06M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.71K- 3.66% |
$103K - $124K
|
45K
$3.37M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.32K+ 7250.0% |
$139K - $168K
|
2.35K
$176K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.07K- 9.87% |
$64K - $76.9K
|
9.72K
$727K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
504+ 4.15% |
$30.3K - $36.4K
|
12.6K
$945K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
8.23K+ 3.89% |
$494K - $594K
|
220K
$16.4M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
195KNew |
$11.7M - $14.1M
|
195K
$14.6M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-8.29K- 22.81% |
$498K - $599K
|
28.1K
$2.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.3K+ 11.04% |
$2.3M - $2.76M
|
385K
$28.8M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
40.2K+ 630.01% |
$2.41M - $2.9M
|
46.5K
$3.48M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-2.38K- 40.17% |
$143K - $172K
|
3.54K
$265K
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
19.1KNew |
$1.15M - $1.38M
|
19.1K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
98+ 204.17% |
$5.88K - $7.08K
|
146
$10.9K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.3K+ 4.87% |
$378K - $455K
|
136K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-646- 8.41% |
$38.8K - $46.6K
|
7.04K
$526K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
725K+ 27.15% |
$43.5M - $52.3M
|
3.4M
$254M
|