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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.2K- 11.07% |
$190K - $208K
|
106K
$1.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
28.7KNew |
$411K - $451K
|
28.7K
$403K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.4K- 48.67% |
$234K - $257K
|
17.3K
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
18.7KNew |
$267K - $293K
|
18.7K
$262K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
100New |
$1.43K - $1.57K
|
100
$1.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.63K- 21.76% |
$37.7K - $41.3K
|
9.46K
$133K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-745- 1.77% |
$10.8K - $11.6K
|
41.3K
$579K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2K+ 500.0% |
$29K - $31K
|
2.4K
$33.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
34.9KNew |
$507K - $542K
|
34.9K
$490K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.3KNew |
$367K - $392K
|
25.3K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4+ 0.04% |
$58.1 - $62
|
10.1K
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
5.6KNew |
$81.3K - $86.9K
|
5.6K
$78.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-152- 49.03% |
$2.21K - $2.36K
|
158
$2.21K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-8.36K- 23.16% |
$121K - $130K
|
27.7K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
53.8K+ 149.47% |
$781K - $834K
|
89.8K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22.6K+ 383.45% |
$329K - $351K
|
28.5K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1KNew |
$14.5K - $15.5K
|
1K
$14K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
2KNew |
$29K - $31K
|
2K
$28K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.4K- 86.89% |
$107K - $115K
|
1.12K
$15.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
200New |
$2.9K - $3.1K
|
200
$2.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.1K- 14.81% |
$30.5K - $32.6K
|
12.1K
$169K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 2.5% |
$290 - $310
|
820
$11.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-65- 20.97% |
$944 - $1.01K
|
245
$3.43K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-75- 16.67% |
$1.09K - $1.16K
|
375
$5.25K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
17.7KNew |
$258K - $275K
|
17.7K
$249K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-1.7K- 13.2% |
$24.7K - $26.4K
|
11.2K
$157K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.4KNew |
$282K - $302K
|
19.4K
$272K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-75- 1.53% |
$1.09K - $1.16K
|
4.83K
$67.6K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.21K- 16.26% |
$32.5K - $35.9K
|
11.4K
$159K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.29K- 27.9% |
$92.6K - $102K
|
16.3K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10K- 59.86% |
$147K - $163K
|
6.71K
$94K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.38K- 12.07% |
$20.2K - $22.4K
|
10K
$140K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.79K+ 21.71% |
$70.4K - $77.9K
|
26.8K
$376K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
518New |
$7.62K - $8.42K
|
518
$7.26K
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
553New |
$8.05K - $8.71K
|
553
$7.75K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-200- 4.15% |
$2.91K - $3.15K
|
4.63K
$64.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
850New |
$12.4K - $13.4K
|
850
$11.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
1KNew |
$14.6K - $15.8K
|
1K
$14K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200+ 51.28% |
$2.91K - $3.15K
|
590
$8.27K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
800New |
$11.6K - $12.6K
|
800
$11.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
102New |
$1.48K - $1.61K
|
102
$1.43K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.55K- 46.32% |
$22.5K - $24.4K
|
1.79K
$25.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-134- 49.26% |
$1.95K - $2.11K
|
138
$1.93K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
310New |
$4.51K - $4.88K
|
310
$4.34K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.41KNew |
$64.2K - $69.4K
|
4.41K
$61.8K
|
|
| Q1 2024 | |||||||
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.03K+ 24.29% |
$14.9K - $16.6K
|
5.25K
$73.5K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
250KNew |
$3.64M - $4.05M
|
250K
$3.5M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
580New |
$8.44K - $9.38K
|
580
$8.13K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
500New |
$7.28K - $8.09K
|
500
$7.01K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
305+ 17.52% |
$4.44K - $4.93K
|
2.05K
$28.7K
|
|