Latest Institutional Transactions on Invesco ETF Tr Ii Kbw High Div (KBWD)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Kbw High Div (KBWD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12K+ 5978.0% |
$171K - $188K
|
12.2K
$164K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.71K+ 4.44% |
$38.7K - $42.4K
|
63.6K
$857K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10+ 1.36% |
$143 - $157
|
747
$10.1K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
158K+ 35.78% |
$2.26M - $2.48M
|
600K
$8.09M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5K- 0.53% |
$71.5K - $78.4K
|
931K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.69K- 17.71% |
$52.8K - $57.9K
|
17.1K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.31K+ 63.61% |
$47.4K - $51.9K
|
8.52K
$115K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
84.8K+ 255.42% |
$1.21M - $1.33M
|
118K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
71.8K+ 39.56% |
$1.03M - $1.13M
|
253K
$3.42M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.49K+ 9.39% |
$35.6K - $39.1K
|
29K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2KClosed |
$28.6K - $31.4K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
153+ 1.73% |
$2.19K - $2.4K
|
8.99K
$121K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.2K+ 125.86% |
$275K - $302K
|
34.5K
$465K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-632- 2.25% |
$9.04K - $9.92K
|
27.5K
$371K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.3K+ 2.5% |
$362K - $397K
|
1.04M
$14M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-654- 1.0% |
$9.36K - $10.3K
|
64.5K
$870K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.36K+ 2.84% |
$19.4K - $21.3K
|
49.2K
$663K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
48.8K+ 55.57% |
$698K - $765K
|
137K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.09K+ 2.65% |
$15.5K - $17K
|
42.1K
$567K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.66K- 31.28% |
$110K - $120K
|
16.8K
$227K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
30+ 0.4% |
$429 - $471
|
7.52K
$101K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
57K+ 77.93% |
$816K - $895K
|
130K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-27- 0.6% |
$386 - $424
|
4.5K
$60.7K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.5K+ 184.67% |
$264K - $290K
|
28.5K
$384K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
294+ 0.6% |
$4.21K - $4.61K
|
49.6K
$669K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.41K+ 7.14% |
$34.5K - $37.9K
|
36.2K
$489K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
184+ 1.78% |
$2.63K - $2.89K
|
10.5K
$142K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-610- 0.65% |
$8.73K - $9.57K
|
93.3K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
328+ 16400.0% |
$4.69K - $5.15K
|
330
$4.45K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-255- 2.32% |
$3.65K - $4K
|
10.7K
$145K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
114K+ 15.42% |
$1.64M - $1.79M
|
856K
$11.5M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.22K+ 10.6% |
$46.1K - $50.6K
|
33.6K
$454K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-819- 5.61% |
$11.7K - $12.9K
|
13.8K
$186K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-200K- 99.35% |
$2.87M - $3.14M
|
1.32K
$17.7K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
3.15K+ 9.03% |
$45.1K - $49.5K
|
38.1K
$514K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13K- 18.41% |
$187K - $205K
|
57.8K
$780K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
7.25K+ 67.4% |
$104K - $114K
|
18K
$243K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8.26K- 17.72% |
$118K - $130K
|
38.3K
$517K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.88K- 6.35% |
$27K - $29.6K
|
27.8K
$375K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.05K- 7.73% |
$101K - $111K
|
84.2K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.3KNew |
$148K - $162K
|
10.3K
$140K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
3.7K+ 30.08% |
$52.9K - $58.1K
|
16K
$216K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-9.97K- 21.35% |
$143K - $156K
|
36.7K
$496K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.63KNew |
$23.3K - $25.6K
|
1.63K
$22K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.11K- 10.34% |
$30.2K - $33.1K
|
18.3K
$246K
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
71.7K+ 15.71% |
$1.03M - $1.12M
|
528K
$7.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
253+ 26.63% |
$3.62K - $3.97K
|
1.2K
$16.2K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
280KNew |
$4.01M - $4.4M
|
280K
$3.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.2K- 11.07% |
$190K - $208K
|
106K
$1.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
28.7KNew |
$411K - $451K
|
28.7K
$388K
|