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 |
---|---|---|---|---|---|---|---|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-100- 20.0% |
$6.49K - $7.34K
|
400
$27.4K
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-110Closed |
$7.14K - $8.07K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-115- 0.5% |
$7.47K - $8.44K
|
22.7K
$1.55M
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-174- 1.53% |
$11.3K - $12.8K
|
11.2K
$769K
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-255- 10.72% |
$16.6K - $18.7K
|
2.12K
$145K
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-266- 0.06% |
$17.3K - $19.5K
|
432K
$29.6M
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-314- 58.47% |
$20.4K - $23K
|
223
$15.3K
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-506- 22.93% |
$32.9K - $37.1K
|
1.7K
$117K
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-825- 21.32% |
$53.6K - $60.5K
|
3.05K
$209K
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.01K- 11.31% |
$65.4K - $73.9K
|
7.9K
$541K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.05KClosed |
$68K - $76.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.24K- 2.17% |
$80.5K - $90.9K
|
55.9K
$3.83M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-2.24K- 0.76% |
$146K - $165K
|
295K
$20.2M
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
SELL
|
- |
-2.33K- 2.37% |
$151K - $171K
|
96K
$6.58M
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.82K- 0.4% |
$183K - $207K
|
697K
$47.8M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3KClosed |
$195K - $220K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.28KClosed |
$213K - $241K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.17KClosed |
$271K - $306K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.58K- 49.09% |
$297K - $336K
|
4.75K
$325K
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
SELL
|
- |
-4.62K- 1.55% |
$300K - $339K
|
293K
$20.1M
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.25K- 7.22% |
$341K - $385K
|
67.5K
$4.62M
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-5.28KClosed |
$343K - $387K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
SELL
|
- |
-5.57K- 2.67% |
$362K - $409K
|
203K
$13.9M
|
|
Jan 21, 2022
Q4 2021
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-5.67K- 8.0% |
$368K - $416K
|
65.2K
$4.46M
|
|
Jan 03, 2022
Q4 2021
|
Red Spruce Capital, LLC
|
SELL
|
- |
-7.24K- 25.36% |
$470K - $531K
|
21.3K
$1.46M
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7.93K- 28.02% |
$515K - $582K
|
20.4K
$1.39M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.22KClosed |
$599K - $677K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
SELL
|
- |
-10.1KClosed |
$658K - $744K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.9K- 30.17% |
$774K - $875K
|
27.6K
$1.89M
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-12.9KClosed |
$839K - $948K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.4K- 14.01% |
$869K - $982K
|
82.1K
$5.62M
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-15KClosed |
$974K - $1.1M
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-16KClosed |
$1.04M - $1.17M
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-19.3K- 20.37% |
$1.25M - $1.41M
|
75.3K
$5.16M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.4K- 78.7% |
$1.65M - $1.86M
|
6.87K
$470K
|
|
Feb 14, 2022
Q4 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-28.1KClosed |
$1.83M - $2.06M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-41.8KClosed |
$2.72M - $3.07M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Aspireon Wealth Advisors
|
SELL
|
- |
-45.9K- 87.47% |
$2.98M - $3.37M
|
6.57K
$450K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-46.6K- 61.63% |
$3.03M - $3.42M
|
29K
$1.99M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-52.6K- 13.08% |
$3.42M - $3.86M
|
350K
$24M
|
|
Feb 03, 2022
Q4 2021
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-75KClosed |
$4.87M - $5.5M
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-84.6K- 46.12% |
$5.49M - $6.21M
|
98.8K
$6.77M
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-140KClosed |
$9.08M - $10.3M
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-146K- 46.13% |
$9.48M - $10.7M
|
171K
$11.7M
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-220K- 6.82% |
$14.3M - $16.2M
|
3M
$206M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-470K- 39.42% |
$30.5M - $34.5M
|
722K
$49.5M
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-602K- 92.76% |
$39.1M - $44.2M
|
47K
$3.22M
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-828K- 44.95% |
$53.8M - $60.8M
|
1.01M
$69.4M
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.15M- 42.54% |
$74.8M - $84.5M
|
1.56M
$107M
|
|
Feb 11, 2022
Q4 2021
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-6.83M- 86.74% |
$444M - $501M
|
1.04M
$71.5M
|