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 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
20.2K+ 287.6% |
$1.21M - $1.46M
|
27.2K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
108KNew |
$6.46M - $7.77M
|
108K
$8.04M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
152+ 0.93% |
$9.13K - $11K
|
16.5K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.44K+ 17.56% |
$207K - $249K
|
23.1K
$1.72M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 2.63% |
$60.1 - $72.2
|
39
$2.91K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
436New |
$26.2K - $31.5K
|
436
$32.6K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-502- 13.05% |
$30.1K - $36.2K
|
3.34K
$250K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-277- 0.34% |
$16.6K - $20K
|
82.1K
$6.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-570- 10.09% |
$34.2K - $41.2K
|
5.08K
$380K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
958New |
$57.5K - $69.2K
|
958
$71.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
57.1K+ 63.82% |
$3.43M - $4.12M
|
147K
$10.9M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-129- 1.51% |
$7.75K - $9.32K
|
8.4K
$628K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.65M+ 266.27% |
$99.2M - $119M
|
2.27M
$170M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
366K+ 119.46% |
$22M - $26.5M
|
673K
$50.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.68K- 8.17% |
$161K - $193K
|
30.1K
$2.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
260+ 61.18% |
$15.6K - $18.8K
|
685
$51.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
42+ 0.65% |
$2.52K - $3.03K
|
6.46K
$483K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
71.8KNew |
$4.31M - $5.19M
|
71.8K
$5.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.74K+ 41.47% |
$104K - $126K
|
5.93K
$443K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
157New |
$9.43K - $11.3K
|
157
$11.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-38- 0.45% |
$2.28K - $2.74K
|
8.44K
$631K
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.39K+ 32.19% |
$83.5K - $100K
|
5.71K
$427K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24New |
$1.44K - $1.73K
|
24
$1.79K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-154- 50.0% |
$9.25K - $11.1K
|
154
$11.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-74- 4.17% |
$4.44K - $5.34K
|
1.7K
$127K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1- 2.13% |
$60.1 - $72.2
|
46
$3.44K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$6.01K - $7.22K
|
100
$7.47K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.9K+ 62.47% |
$594K - $715K
|
25.7K
$1.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-14.8K- 5.01% |
$888K - $1.07M
|
281K
$21M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
49.2KNew |
$2.95M - $3.55M
|
49.2K
$3.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
245New |
$14.7K - $17.7K
|
245
$18.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.4K+ 65.97% |
$565K - $679K
|
23.7K
$1.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.1K- 7.54% |
$306K - $368K
|
62.5K
$4.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-480- 4.57% |
$28.8K - $34.7K
|
10K
$749K
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
10.1KNew |
$607K - $730K
|
10.1K
$755K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-3K- 36.95% |
$180K - $217K
|
5.12K
$383K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.87KNew |
$592K - $712K
|
9.87K
$737K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
5.04K+ 8.45% |
$302K - $364K
|
64.6K
$4.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
200New |
$12K - $14.4K
|
200
$14.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
33KNew |
$1.98M - $2.38M
|
33K
$2.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
7.97K+ 45.09% |
$479K - $576K
|
25.7K
$1.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.5KNew |
$210K - $253K
|
3.5K
$262K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$60.1 - $72.2
|
11.9K
$888K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
861New |
$51.7K - $62.2K
|
861
$64.3K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
31.7KNew |
$1.9M - $2.29M
|
31.7K
$2.37M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.3K- 62.88% |
$1.57M - $1.95M
|
16.1K
$1.21M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.25KNew |
$472K - $588K
|
8.25K
$616K
|
|
|
Feb 14, 2025
Q4 2024
|
Fosun International LTD
|
SELL
|
- |
-5K- 50.0% |
$286K - $357K
|
5K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
89New |
$5.1K - $6.35K
|
89
$6.65K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.7KNew |
$956K - $1.19M
|
16.7K
$1.25M
|
|