Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
6.22M+ 376.17% |
$374M - $428M
|
7.88M
$554M
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.71MNew |
$163M - $186M
|
2.71M
$191M
|
|
Nov 15, 2021
Q3 2021
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
2.57M+ 347.22% |
$154M - $177M
|
3.31M
$233M
|
|
Oct 27, 2021
Q3 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.88M+ 140.09% |
$113M - $129M
|
3.23M
$227M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.84MNew |
$111M - $127M
|
1.84M
$130M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.2MNew |
$72.2M - $82.7M
|
1.2M
$84.6M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.19MNew |
$71.7M - $82M
|
1.19M
$83.9M
|
|
Nov 15, 2021
Q3 2021
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
300KNew |
$18M - $20.6M
|
300K
$21.1M
|
|
Oct 20, 2021
Q3 2021
|
North Point Portfolio Managers Corp
|
BUY
|
- |
188KNew |
$11.3M - $12.9M
|
188K
$13.2M
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
102K+ 224.27% |
$6.14M - $7.03M
|
148K
$10.4M
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
91.5K+ 189.37% |
$5.5M - $6.29M
|
140K
$9.84M
|
|
Nov 01, 2021
Q3 2021
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
75KNew |
$4.51M - $5.16M
|
75K
$5.28M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
52.2K+ 47.6% |
$3.14M - $3.59M
|
162K
$11.4M
|
|
Nov 15, 2021
Q3 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
41.8KNew |
$2.51M - $2.88M
|
41.8K
$2.94M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40.3KNew |
$2.42M - $2.77M
|
40.3K
$2.84M
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
38.8KNew |
$2.33M - $2.67M
|
38.8K
$2.73M
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
36.8K+ 13.17% |
$2.21M - $2.53M
|
317K
$22.3M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.2K+ 23.92% |
$2.18M - $2.49M
|
188K
$13.2M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
34.3K+ 13.03% |
$2.06M - $2.36M
|
297K
$20.9M
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
18.1KNew |
$1.09M - $1.24M
|
18.1K
$1.27M
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
16KNew |
$961K - $1.1M
|
16K
$1.13M
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
15.8K+ 12.8% |
$948K - $1.08M
|
139K
$9.79M
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15KNew |
$902K - $1.03M
|
15K
$1.06M
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14K+ 45.32% |
$841K - $962K
|
44.9K
$3.16M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13.7K+ 94.41% |
$826K - $944K
|
28.3K
$1.99M
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
11.2K+ 4.12% |
$671K - $768K
|
282K
$19.9M
|
|
Nov 17, 2021
Q3 2021
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
10.8KNew |
$651K - $745K
|
10.8K
$763K
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.74K+ 31.72% |
$585K - $669K
|
40.4K
$2.85M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.22KNew |
$554K - $634K
|
9.22K
$649K
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.53K+ 35.97% |
$513K - $587K
|
32.3K
$2.27M
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.33K+ 11.21% |
$441K - $504K
|
72.8K
$5.12M
|
|
Nov 05, 2021
Q3 2021
|
Granger Management LLC
|
BUY
|
- |
6.37K+ 16.44% |
$383K - $438K
|
45.1K
$3.18M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.22KNew |
$374K - $428K
|
6.22K
$438K
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
BUY
|
- |
5.73K+ 1.34% |
$344K - $394K
|
433K
$30.5M
|
|
Oct 21, 2021
Q3 2021
|
Valicenti Advisory Services Inc
|
BUY
|
- |
5.53K+ 8.47% |
$332K - $380K
|
70.9K
$4.99M
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
5.28KNew |
$317K - $363K
|
5.28K
$371K
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4.54K+ 94.78% |
$273K - $312K
|
9.32K
$656K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.24K+ 7.8% |
$255K - $291K
|
58.6K
$4.12M
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.54K+ 14.06% |
$212K - $243K
|
28.7K
$2.02M
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
3.51KNew |
$211K - $242K
|
3.51K
$247K
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
BUY
|
- |
3.4K+ 340000.0% |
$204K - $234K
|
3.4K
$239K
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.28KNew |
$197K - $225K
|
3.28K
$231K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.11K+ 31.84% |
$187K - $214K
|
12.9K
$907K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.09K+ 30860.0% |
$185K - $212K
|
3.1K
$218K
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.75K+ 19.78% |
$165K - $189K
|
16.7K
$1.17M
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
2.62K+ 16.95% |
$157K - $180K
|
18.1K
$1.27M
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.6KNew |
$156K - $179K
|
2.6K
$183K
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
2.52K+ 135.51% |
$151K - $173K
|
4.37K
$308K
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
2.09K+ 28.33% |
$125K - $143K
|
9.45K
$665K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
2.04KNew |
$123K - $140K
|
2.04K
$144K
|