Purchases and Sales Made in Q2 2023 in Invesco ETF Tr Ii Kbw Bank ETF (KBWB)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Bank ETF (KBWB) during Q2 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II KBW BANK ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.66M+ 351.21% |
$136M - $161M
|
4.71M
$322M
|
|
|
Jul 31, 2023
Q2 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
1.98MNew |
$73.4M - $87.2M
|
1.98M
$136M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
731K+ 1790.98% |
$27M - $32.1M
|
772K
$52.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
331KNew |
$12.2M - $14.5M
|
331K
$22.6M
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
124K+ 17.16% |
$4.59M - $5.45M
|
847K
$58M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
124KNew |
$4.58M - $5.43M
|
124K
$8.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
107K+ 32.39% |
$3.97M - $4.72M
|
439K
$30M
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
105K+ 12.37% |
$3.88M - $4.61M
|
952K
$65.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
74.6K+ 491.18% |
$2.76M - $3.28M
|
89.8K
$6.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
72.7K+ 107.28% |
$2.69M - $3.19M
|
140K
$9.61M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
59.8K+ 18.52% |
$2.21M - $2.63M
|
383K
$26.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
54.4KNew |
$2.01M - $2.39M
|
54.4K
$3.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
50.5KNew |
$1.87M - $2.22M
|
50.5K
$3.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
50.5KNew |
$1.87M - $2.22M
|
50.5K
$3.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.6K+ 9.48% |
$1.76M - $2.09M
|
550K
$37.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
44.5KNew |
$1.65M - $1.96M
|
44.5K
$3.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39.4K+ 462.67% |
$1.46M - $1.73M
|
47.9K
$3.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
36.4K+ 46.56% |
$1.35M - $1.6M
|
115K
$7.84M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
35.6KNew |
$1.32M - $1.56M
|
35.6K
$2.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
25.2K+ 218.92% |
$932K - $1.11M
|
36.7K
$2.51M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
23.1KNew |
$853K - $1.01M
|
23.1K
$1.58M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
20.6KNew |
$761K - $904K
|
20.6K
$1.41M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
13.5KNew |
$500K - $594K
|
13.5K
$926K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.4K+ 47.88% |
$457K - $543K
|
38.2K
$2.62M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
9.2KNew |
$340K - $404K
|
9.2K
$630K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.2K+ 17.32% |
$340K - $404K
|
62.3K
$4.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.96K+ 51.6% |
$294K - $350K
|
23.4K
$1.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.5K+ 18.64% |
$277K - $330K
|
47.7K
$3.27M
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
6.75KNew |
$250K - $296K
|
6.75K
$462K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.63KNew |
$208K - $247K
|
5.63K
$385K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.33KNew |
$197K - $234K
|
5.33K
$365K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
4.02K+ 2.94% |
$149K - $176K
|
140K
$9.62M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.47K+ 30.63% |
$128K - $152K
|
14.8K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
3.23K+ 1.73% |
$120K - $142K
|
190K
$13M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.5K+ 17.73% |
$92.5K - $110K
|
16.6K
$1.14M
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.67KNew |
$61.7K - $73.3K
|
1.67K
$114K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.54K+ 8.85% |
$57K - $67.7K
|
18.9K
$1.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
1.52K+ 8.47% |
$56.2K - $66.7K
|
19.4K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.25K+ 536.91% |
$46.3K - $55K
|
1.48K
$102K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1K+ 11.36% |
$37.1K - $44K
|
9.82K
$673K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$37K - $43.9K
|
1K
$68.5K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$37K - $43.9K
|
1K
$68.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
901+ 12.57% |
$33.3K - $39.6K
|
8.07K
$553K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
829New |
$30.7K - $36.4K
|
829
$56.8K
|
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
707+ 4.64% |
$26.2K - $31.1K
|
15.9K
$1.09M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
530+ 5.27% |
$19.6K - $23.3K
|
10.6K
$725K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
452+ 155.33% |
$16.7K - $19.9K
|
743
$50.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
408New |
$15.1K - $17.9K
|
408
$27.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
300New |
$11.1K - $13.2K
|
300
$20.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
270+ 1.11% |
$9.99K - $11.9K
|
24.5K
$1.68M
|