Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.02K+ 18.11% |
$196K - $221K
|
19.7K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.98KNew |
$194K - $219K
|
2.98K
$204K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.96K+ 1.41% |
$192K - $217K
|
213K
$14.6M
|
|
|
Jan 26, 2022
Q4 2021
|
North Point Portfolio Managers Corp
|
BUY
|
- |
2.83K+ 1.51% |
$184K - $208K
|
191K
$13.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.05K+ 3.73% |
$133K - $151K
|
57K
$3.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.92K+ 73.73% |
$124K - $141K
|
4.52K
$309K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.9K+ 5.39% |
$123K - $139K
|
37.1K
$2.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.85KNew |
$120K - $135K
|
1.85K
$126K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.68K+ 9.2% |
$109K - $123K
|
19.9K
$1.36M
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.63K+ 5.7% |
$106K - $120K
|
30.3K
$2.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
1.46KNew |
$94.9K - $107K
|
1.46K
$100K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.41K+ 2.4% |
$91.2K - $103K
|
60K
$4.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.2KNew |
$77.9K - $88.1K
|
1.2K
$82.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.14K+ 21.03% |
$73.8K - $83.4K
|
6.54K
$448K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.1KNew |
$71.6K - $80.9K
|
1.1K
$75.5K
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
1.09K+ 27.97% |
$70.9K - $80.1K
|
5K
$342K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
989+ 25.64% |
$64.2K - $72.6K
|
4.85K
$332K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
901+ 4.33% |
$58.5K - $66.1K
|
21.7K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
739+ 1.65% |
$48K - $54.2K
|
45.6K
$3.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
657+ 1527.91% |
$42.7K - $48.2K
|
700
$47.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
563+ 1.39% |
$36.6K - $41.3K
|
41K
$2.81M
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
540New |
$35.1K - $39.6K
|
540
$37K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
528+ 74.68% |
$34.3K - $38.7K
|
1.24K
$84.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
498+ 1.29% |
$32.3K - $36.5K
|
39.1K
$2.68M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
490New |
$31.8K - $36K
|
490
$33.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
450+ 2.0% |
$29.2K - $33K
|
22.9K
$1.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
302New |
$19.6K - $22.2K
|
302
$20.7K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
294+ 45.16% |
$19.1K - $21.6K
|
945
$64.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
283+ 8.05% |
$18.4K - $20.8K
|
3.8K
$260K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
179+ 29.83% |
$11.6K - $13.1K
|
779
$53.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
168+ 7.3% |
$10.9K - $12.3K
|
2.47K
$169K
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
141+ 2.91% |
$9.16K - $10.3K
|
4.99K
$342K
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
136+ 36.96% |
$8.83K - $9.98K
|
504
$34.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
125+ 1.43% |
$8.12K - $9.17K
|
8.86K
$607K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
95+ 11.38% |
$6.17K - $6.97K
|
930
$63.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
88New |
$5.71K - $6.46K
|
88
$6.03K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
86+ 0.44% |
$5.58K - $6.31K
|
19.8K
$1.36M
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
32+ 0.58% |
$2.08K - $2.35K
|
5.54K
$379K
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
30New |
$1.95K - $2.2K
|
30
$2.05K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
14+ 0.69% |
$909 - $1.03K
|
2.06K
$141K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
10+ 0.23% |
$649 - $734
|
4.38K
$300K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.56% |
$325 - $367
|
896
$61.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3+ 0.5% |
$195 - $220
|
608
$41.6K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.55% |
$130 - $147
|
368
$25.2K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.96% |
$64.9 - $73.4
|
105
$7.19K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2- 0.5% |
$130 - $147
|
402
$27.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-3- 0.06% |
$195 - $220
|
4.63K
$317K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-54- 1.13% |
$3.51K - $3.96K
|
4.72K
$323K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-73- 0.09% |
$4.74K - $5.36K
|
82.9K
$5.68M
|