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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.13K+ 2.47% |
$67.9K - $81.6K
|
46.9K
$3.5M
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
958New |
$57.5K - $69.2K
|
958
$71.6K
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
861New |
$51.7K - $62.2K
|
861
$64.3K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
758+ 17.29% |
$45.5K - $54.7K
|
5.14K
$384K
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
680New |
$40.8K - $49.1K
|
680
$50.8K
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
504+ 4.15% |
$30.3K - $36.4K
|
12.6K
$945K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
477+ 10.83% |
$28.6K - $34.4K
|
4.88K
$365K
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
465+ 0.42% |
$27.9K - $33.6K
|
110K
$8.24M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
438+ 58.32% |
$26.3K - $31.6K
|
1.19K
$88.9K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
436New |
$26.2K - $31.5K
|
436
$32.6K
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
405+ 9.38% |
$24.3K - $29.2K
|
4.73K
$353K
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
319New |
$19.2K - $23K
|
319
$23.8K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
260+ 61.18% |
$15.6K - $18.8K
|
685
$51.2K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
245New |
$14.7K - $17.7K
|
245
$18.3K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
226New |
$13.6K - $16.3K
|
226
$16.9K
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
217+ 0.24% |
$13K - $15.7K
|
92.5K
$6.91M
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
200New |
$12K - $14.4K
|
200
$14.9K
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
185+ 5.07% |
$11.1K - $13.4K
|
3.83K
$286K
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
181+ 0.53% |
$10.9K - $13.1K
|
34K
$2.54M
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
157New |
$9.43K - $11.3K
|
157
$11.7K
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
153New |
$9.19K - $11K
|
153
$11.4K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
153+ 6.85% |
$9.19K - $11K
|
2.39K
$178K
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
152+ 0.93% |
$9.13K - $11K
|
16.5K
$1.23M
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$6.01K - $7.22K
|
100
$7.47K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
98+ 204.17% |
$5.88K - $7.08K
|
146
$10.9K
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
94New |
$5.64K - $6.79K
|
94
$7.02K
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
75+ 750.0% |
$4.5K - $5.42K
|
85
$6.35K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
53+ 16.67% |
$3.18K - $3.83K
|
371
$27.7K
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
42+ 0.65% |
$2.52K - $3.03K
|
6.46K
$483K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
39+ 118.18% |
$2.34K - $2.82K
|
72
$5.38K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24New |
$1.44K - $1.73K
|
24
$1.79K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 6.4% |
$961 - $1.16K
|
266
$19.9K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 2.63% |
$60.1 - $72.2
|
39
$2.91K
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$60.1 - $72.2
|
11.9K
$888K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
164K+ 862.1% |
$9.41M - $11.7M
|
183K
$13.7M
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
121KNew |
$6.95M - $8.66M
|
121K
$9.07M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
37.4K+ 680.0% |
$2.14M - $2.67M
|
42.9K
$3.21M
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
25.1K+ 50.71% |
$1.44M - $1.79M
|
74.6K
$5.57M
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.7KNew |
$956K - $1.19M
|
16.7K
$1.25M
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
15KNew |
$860K - $1.07M
|
15K
$1.12M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.14KNew |
$524K - $652K
|
9.14K
$683K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.3KNew |
$475K - $592K
|
8.3K
$620K
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.25KNew |
$472K - $588K
|
8.25K
$616K
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
6.06KNew |
$347K - $432K
|
6.06K
$453K
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.14K+ 110.77% |
$295K - $367K
|
9.79K
$731K
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.25KNew |
$243K - $303K
|
4.25K
$318K
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4.12KNew |
$236K - $294K
|
4.12K
$308K
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4KNew |
$229K - $285K
|
4K
$299K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.86KNew |
$221K - $275K
|
3.86K
$288K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.5KNew |
$201K - $250K
|
3.5K
$262K
|