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 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$7.4K - $8.79K
|
200
$14.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
181+ 8.76% |
$6.7K - $7.95K
|
2.25K
$158K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
161+ 0.48% |
$5.96K - $7.07K
|
33.5K
$2.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
102+ 102.0% |
$3.77K - $4.48K
|
202
$14.2K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
87+ 0.58% |
$3.22K - $3.82K
|
15K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 83.33% |
$1.85K - $2.2K
|
110
$7.74K
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
26+ 0.13% |
$962 - $1.14K
|
20.8K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
25+ 5.92% |
$925 - $1.1K
|
447
$31.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25+ 5.92% |
$925 - $1.1K
|
447
$31.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15+ 0.93% |
$555 - $659
|
1.63K
$115K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13New |
$481 - $571
|
13
$915
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
12+ 0.61% |
$444 - $527
|
1.99K
$140K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
10New |
$370 - $439
|
10
$704
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
10New |
$370 - $439
|
10
$704
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 1.08% |
$148 - $176
|
376
$26.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$74 - $87.9
|
12.1K
$854K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-15- 0.22% |
$555 - $659
|
6.85K
$482K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-15- 1.0% |
$555 - $659
|
1.48K
$104K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-75- 45.45% |
$2.78K - $3.3K
|
90
$6.34K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-151- 2.93% |
$5.59K - $6.63K
|
5K
$352K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-238- 1.33% |
$8.81K - $10.5K
|
17.6K
$1.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-239- 3.81% |
$8.84K - $10.5K
|
6.03K
$424K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-325- 2.1% |
$12K - $14.3K
|
15.1K
$1.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-355- 1.81% |
$13.1K - $15.6K
|
19.2K
$1.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-454- 2.85% |
$16.8K - $19.9K
|
15.5K
$1.09M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-456- 48.36% |
$16.9K - $20K
|
487
$34.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-486- 57.45% |
$18K - $21.4K
|
360
$25.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-502- 89.48% |
$18.6K - $22.1K
|
59
$4.15K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-643- 0.51% |
$23.8K - $28.3K
|
126K
$8.86M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-711- 10.46% |
$26.3K - $31.2K
|
6.09K
$429K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-809- 5.66% |
$29.9K - $35.5K
|
13.5K
$949K
|
|
|
Aug 14, 2023
Q2 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-1.1K- 0.45% |
$40.7K - $48.3K
|
241K
$16.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.29K- 15.93% |
$47.6K - $56.5K
|
6.79K
$478K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.41K- 11.23% |
$52K - $61.8K
|
11.1K
$783K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.46K- 46.66% |
$53.9K - $64.1K
|
1.67K
$117K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.77K- 57.71% |
$65.6K - $77.9K
|
1.3K
$91.5K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.92K- 2.69% |
$70.9K - $84.2K
|
69.4K
$4.89M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-3K- 14.62% |
$111K - $132K
|
17.5K
$1.23M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.04K- 4.3% |
$112K - $133K
|
67.6K
$4.76M
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-3.75K- 88.24% |
$139K - $165K
|
500
$35.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-3.75K- 88.24% |
$139K - $165K
|
500
$35.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.24K- 16.78% |
$157K - $186K
|
21K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.27K- 97.25% |
$195K - $232K
|
149
$10.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.47K- 26.8% |
$202K - $240K
|
14.9K
$1.05M
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-5.72K- 35.73% |
$211K - $251K
|
10.3K
$724K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.02K- 7.37% |
$223K - $264K
|
75.7K
$5.33M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-6.12K- 33.59% |
$227K - $269K
|
12.1K
$852K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-7.23K- 74.29% |
$268K - $318K
|
2.5K
$176K
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-7.8K- 60.94% |
$289K - $343K
|
5K
$352K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-10.9K- 82.14% |
$402K - $478K
|
2.36K
$166K
|