Latest Institutional Purchases of Invesco ETF Tr Ii Kbw Bank ETF (KBWB)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Kbw Bank ETF (KBWB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.67M+ 1780000.0% |
$153M - $190M
|
2.67M
$190M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
620K+ 129166.67% |
$35.5M - $44.2M
|
620K
$44.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
307KNew |
$17.6M - $21.9M
|
307K
$21.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
59.6KNew |
$3.41M - $4.25M
|
59.6K
$4.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
32.8KNew |
$1.88M - $2.34M
|
32.8K
$2.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
17.7KNew |
$1.01M - $1.26M
|
17.7K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16.9KNew |
$966K - $1.2M
|
16.9K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
15KNew |
$860K - $1.07M
|
15K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
8.64K+ 4.25% |
$495K - $616K
|
212K
$15.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
8.26KNew |
$473K - $589K
|
8.26K
$587K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
7.7KNew |
$441K - $549K
|
7.7K
$547K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
6.06KNew |
$347K - $432K
|
6.06K
$431K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
4.32KNew |
$247K - $308K
|
4.32K
$307K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.25KNew |
$243K - $303K
|
4.25K
$302K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4.12KNew |
$236K - $294K
|
4.12K
$293K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.86KNew |
$221K - $275K
|
3.86K
$274K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.55KNew |
$203K - $253K
|
3.55K
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.5KNew |
$201K - $250K
|
3.5K
$249K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.3K+ 31.6% |
$189K - $235K
|
13.7K
$977K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.21KNew |
$184K - $229K
|
3.21K
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.16KNew |
$181K - $226K
|
3.16K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.75K+ 22.36% |
$157K - $196K
|
15K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.25KNew |
$129K - $160K
|
2.25K
$160K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.2K+ 370.99% |
$126K - $157K
|
2.79K
$199K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
833New |
$47.7K - $59.4K
|
833
$59.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
615New |
$35.2K - $43.9K
|
615
$43.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
264+ 6.41% |
$15.1K - $18.8K
|
4.39K
$312K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
173+ 1.67% |
$9.91K - $12.3K
|
10.5K
$747K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
69+ 72.63% |
$3.95K - $4.92K
|
164
$11.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
59New |
$3.38K - $4.21K
|
59
$4.19K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
42New |
$2.41K - $3K
|
42
$2.99K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8New |
$458 - $571
|
8
$569
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4+ 0.04% |
$229 - $285
|
10.3K
$730K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.54% |
$115 - $143
|
371
$26.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1+ 0.0% |
$57.3 - $71.3
|
82.4K
$5.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.63% |
$57.3 - $71.3
|
159
$11.3K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.39M+ 21.08% |
$73.8M - $82.8M
|
7.98M
$567M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
463KNew |
$24.6M - $27.6M
|
463K
$32.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
428K+ 27.43% |
$22.7M - $25.5M
|
1.99M
$141M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
280K+ 39.55% |
$14.9M - $16.7M
|
990K
$70.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
263K+ 11.59% |
$14M - $15.7M
|
2.53M
$180M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
133KNew |
$7.09M - $7.95M
|
133K
$9.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
86.9KNew |
$4.62M - $5.18M
|
86.9K
$6.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
77.2K+ 362.96% |
$4.1M - $4.6M
|
98.4K
$7M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
49.5KNew |
$2.63M - $2.95M
|
49.5K
$3.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
23.6K+ 111.89% |
$1.25M - $1.4M
|
44.6K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.1K+ 152.64% |
$963K - $1.08M
|
30K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
18K+ 6.92% |
$957K - $1.07M
|
278K
$19.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.1K+ 7.35% |
$855K - $959K
|
235K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.7KNew |
$834K - $935K
|
15.7K
$1.12M
|
|