Purchases and Sales Made in Q3 2022 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 2022. 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 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-4- 0.68% |
$196 - $238
|
587
$41.3K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-33- 0.4% |
$1.62K - $1.96K
|
8.18K
$576K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-36- 3.82% |
$1.77K - $2.14K
|
906
$63.8K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-83- 0.38% |
$4.08K - $4.93K
|
21.8K
$1.54M
|
|
Oct 24, 2022
Q3 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-131- 0.12% |
$6.43K - $7.78K
|
113K
$7.93M
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-166- 1.3% |
$8.15K - $9.86K
|
12.6K
$885K
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-172- 23.27% |
$8.45K - $10.2K
|
567
$39.9K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-250- 10.77% |
$12.3K - $14.9K
|
2.07K
$146K
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-280- 4.76% |
$13.8K - $16.6K
|
5.6K
$394K
|
|
Nov 14, 2022
Q3 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-307- 0.09% |
$15.1K - $18.2K
|
328K
$23.1M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-340- 1.45% |
$16.7K - $20.2K
|
23.1K
$1.63M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-368- 2.36% |
$18.1K - $21.9K
|
15.2K
$1.07M
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-373Closed |
$18.3K - $22.2K
|
0
$0
|
|
Nov 15, 2022
Q3 2022
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-530- 0.16% |
$26K - $31.5K
|
333K
$23.5M
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-664- 12.5% |
$32.6K - $39.4K
|
4.65K
$327K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-675- 4.63% |
$33.2K - $40.1K
|
13.9K
$979K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-773- 5.29% |
$38K - $45.9K
|
13.8K
$974K
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.39K- 15.03% |
$68.4K - $82.7K
|
7.87K
$554K
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-1.55K- 2.02% |
$75.9K - $91.8K
|
74.9K
$5.27M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.63K- 92.24% |
$80K - $96.7K
|
137
$9.64K
|
|
Oct 18, 2022
Q3 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.65K- 9.39% |
$81K - $98K
|
15.9K
$1.12M
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.95K- 2.44% |
$95.9K - $116K
|
78.1K
$5.5M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.51K- 3.23% |
$123K - $149K
|
75.4K
$5.31M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.59K- 8.69% |
$127K - $154K
|
27.2K
$1.92M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.64K- 8.35% |
$130K - $157K
|
28.9K
$2.04M
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-3.85K- 46.15% |
$189K - $228K
|
4.49K
$316K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.87K- 3.19% |
$190K - $230K
|
117K
$8.27M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.2K- 5.24% |
$206K - $249K
|
75.8K
$5.34M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.38K- 6.89% |
$215K - $260K
|
59.2K
$4.17M
|
|
Nov 10, 2022
Q3 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-4.54K- 6.11% |
$223K - $270K
|
69.7K
$4.91M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.61K- 2.69% |
$276K - $333K
|
203K
$14.3M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.35K- 19.82% |
$361K - $437K
|
29.7K
$2.09M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.2K- 14.93% |
$550K - $666K
|
63.9K
$4.5M
|
|
Oct 25, 2022
Q3 2022
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-12.3K- 6.48% |
$602K - $728K
|
177K
$12.5M
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-12.4K- 52.85% |
$610K - $738K
|
11.1K
$780K
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.6K- 41.11% |
$1.06M - $1.28M
|
30.9K
$2.18M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.3K- 9.06% |
$1.29M - $1.56M
|
264K
$18.6M
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-29K- 99.09% |
$1.42M - $1.72M
|
265
$18.7K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-29.6K- 34.83% |
$1.45M - $1.76M
|
55.3K
$3.89M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-31.4K- 15.88% |
$1.54M - $1.87M
|
166K
$11.7M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-32.6K- 98.19% |
$1.6M - $1.93M
|
600
$42.2K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-35.8K- 15.79% |
$1.76M - $2.12M
|
191K
$13.4M
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-44.9K- 26.77% |
$2.2M - $2.67M
|
123K
$8.64M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-78.2K- 18.61% |
$3.84M - $4.64M
|
342K
$24.1M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-85.8K- 12.27% |
$4.21M - $5.09M
|
613K
$43.2M
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-98K- 51.21% |
$4.82M - $5.82M
|
93.4K
$6.58M
|
|
Oct 19, 2022
Q3 2022
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-125K- 75.76% |
$6.14M - $7.43M
|
40K
$2.82M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-227K- 16.19% |
$11.1M - $13.5M
|
1.17M
$82.7M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-227K- 16.19% |
$11.1M - $13.5M
|
1.17M
$82.7M
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-333K- 76.75% |
$16.3M - $19.8M
|
101K
$7.09M
|