Purchases and Sales Made in Q4 2024 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 2024. 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 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
7.7KNew |
$441K - $549K
|
7.7K
$554K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.01KNew |
$401K - $500K
|
7.01K
$504K
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
6.37KNew |
$365K - $455K
|
6.37K
$459K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
6.06KNew |
$347K - $432K
|
6.06K
$436K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
5.55K+ 15427.78% |
$318K - $396K
|
5.59K
$402K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.14K+ 110.77% |
$295K - $367K
|
9.79K
$704K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
4.32KNew |
$247K - $308K
|
4.32K
$311K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.25KNew |
$243K - $303K
|
4.25K
$306K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4.12KNew |
$236K - $294K
|
4.12K
$296K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4KNew |
$229K - $285K
|
4K
$288K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.86KNew |
$221K - $275K
|
3.86K
$278K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.55KNew |
$203K - $253K
|
3.55K
$255K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.5KNew |
$201K - $250K
|
3.5K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.48K+ 11.44% |
$199K - $248K
|
33.8K
$2.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.34KNew |
$191K - $238K
|
3.34K
$240K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.3K+ 31.6% |
$189K - $235K
|
13.7K
$989K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.21KNew |
$184K - $229K
|
3.21K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
3.17KNew |
$181K - $226K
|
3.17K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.16KNew |
$181K - $226K
|
3.16K
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.16KNew |
$181K - $226K
|
3.16K
$228K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.07K+ 18.56% |
$176K - $219K
|
19.6K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.9KNew |
$166K - $207K
|
2.9K
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.75K+ 22.36% |
$157K - $196K
|
15K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.38K+ 17.69% |
$136K - $170K
|
15.8K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.25KNew |
$129K - $160K
|
2.25K
$162K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.2K+ 370.99% |
$126K - $157K
|
2.79K
$201K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.14K+ 1.99% |
$123K - $153K
|
110K
$7.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.7K+ 143.52% |
$97.1K - $121K
|
2.88K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.27K+ 9.89% |
$72.5K - $90.3K
|
14.1K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.16K+ 5.97% |
$66.4K - $82.7K
|
20.6K
$1.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.12K+ 2.52% |
$64.3K - $80K
|
45.7K
$3.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
833New |
$47.7K - $59.4K
|
833
$59.9K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
699+ 13.54% |
$40K - $49.9K
|
5.86K
$422K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
627+ 12.49% |
$35.9K - $44.7K
|
5.65K
$407K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
615New |
$35.2K - $43.9K
|
615
$44.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
506+ 5.03% |
$29K - $36.1K
|
10.6K
$761K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
485+ 1.72% |
$27.8K - $34.6K
|
28.7K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
324+ 6.53% |
$18.6K - $23.1K
|
5.28K
$380K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
264+ 6.41% |
$15.1K - $18.8K
|
4.39K
$316K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
173+ 1.67% |
$9.91K - $12.3K
|
10.5K
$756K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
154+ 223.19% |
$8.82K - $11K
|
223
$16K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
99New |
$5.67K - $7.06K
|
99
$7.12K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
91+ 5.4% |
$5.21K - $6.49K
|
1.78K
$128K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
90+ 10.45% |
$5.15K - $6.42K
|
951
$68.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
89New |
$5.1K - $6.35K
|
89
$6.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
69+ 72.63% |
$3.95K - $4.92K
|
164
$11.8K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
67New |
$3.84K - $4.78K
|
67
$4.82K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
59New |
$3.38K - $4.21K
|
59
$4.25K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
53+ 3.16% |
$3.04K - $3.78K
|
1.73K
$124K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
51+ 2.34% |
$2.92K - $3.64K
|
2.23K
$161K
|