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 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
25KNew |
$919K - $1.25M
|
25K
$1.87M
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
21.7KNew |
$798K - $1.08M
|
21.7K
$1.62M
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
14.4KNew |
$528K - $716K
|
14.4K
$1.07M
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
13KNew |
$478K - $647K
|
13K
$971K
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
10.8KNew |
$397K - $539K
|
10.8K
$808K
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
9.6KNew |
$353K - $478K
|
9.6K
$717K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
366New |
$13.4K - $18.2K
|
366
$27.4K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
194New |
$7.13K - $9.66K
|
194
$14.5K
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
96New |
$3.53K - $4.78K
|
96
$7.17K
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
89New |
$3.27K - $4.43K
|
89
$6.65K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
88New |
$3.23K - $4.38K
|
88
$6.58K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
74New |
$2.72K - $3.69K
|
74
$5.53K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
62New |
$2.28K - $3.09K
|
62
$4.63K
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
60New |
$2.2K - $2.99K
|
60
$4.48K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
21New |
$772 - $1.05K
|
21
$1.57K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
10+ 333.33% |
$367 - $498
|
13
$971
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
2New |
$73.5 - $99.6
|
2
$149
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
4.97M+ 599.01% |
$196M - $228M
|
5.8M
$433M
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
50.3KNew |
$1.99M - $2.3M
|
50.3K
$3.76M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
PUT |
30KNew |
$1.19M - $1.37M
|
30K
$2.24M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.5KNew |
$534K - $619K
|
13.5K
$1.01M
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.25K+ 7.72% |
$247K - $286K
|
87.2K
$6.52M
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
875+ 5.49% |
$34.6K - $40.1K
|
16.8K
$1.26M
|
|
Nov 14, 2023
Q3 2023
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
600New |
$23.7K - $27.5K
|
600
$44.8K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
46New |
$1.82K - $2.11K
|
46
$3.44K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
28New |
$1.11K - $1.28K
|
28
$2.09K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
19New |
$751 - $870
|
19
$1.42K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3New |
$119 - $137
|
3
$224
|
|
Q2 2023 | |||||||
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
124K+ 17.16% |
$4.59M - $5.45M
|
847K
$63.3M
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
44.5KNew |
$1.65M - $1.96M
|
44.5K
$3.33M
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
23.1KNew |
$853K - $1.01M
|
23.1K
$1.72M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
13.5KNew |
$500K - $594K
|
13.5K
$1.01M
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
9.2KNew |
$340K - $404K
|
9.2K
$688K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.5K+ 17.73% |
$92.5K - $110K
|
16.6K
$1.24M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
408New |
$15.1K - $17.9K
|
408
$30.5K
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
270+ 1.11% |
$9.99K - $11.9K
|
24.5K
$1.83M
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13New |
$481 - $571
|
13
$971
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
12+ 0.61% |
$444 - $527
|
1.99K
$149K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
10New |
$370 - $439
|
10
$747
|
|
Q1 2023 | |||||||
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
119KNew |
$4.76M - $7.06M
|
119K
$8.92M
|
|
May 15, 2023
Q1 2023
|
Interval Partners, LP
New York, NY |
BUY
|
- |
68.7KNew |
$2.74M - $4.06M
|
68.7K
$5.13M
|
|
Apr 27, 2023
Q1 2023
|
Jcsd Capital, LLC
|
BUY
|
- |
43KNew |
$1.71M - $2.54M
|
43K
$3.21M
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
20KNew |
$798K - $1.18M
|
20K
$1.5M
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
18KNew |
$717K - $1.06M
|
18K
$1.34M
|
|
May 15, 2023
Q1 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
CALL |
15KNew |
$598K - $887K
|
15K
$1.12M
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
11.8KNew |
$472K - $699K
|
11.8K
$884K
|
|
May 15, 2023
Q1 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
5.95KNew |
$237K - $352K
|
5.95K
$445K
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.75KNew |
$229K - $340K
|
5.75K
$430K
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.21KNew |
$208K - $308K
|
5.21K
$389K
|