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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-870- 7.34% |
$12.8K - $14.1K
|
11K
$164K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
31.1K+ 7.89% |
$458K - $506K
|
426K
$6.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
518New |
$7.62K - $8.42K
|
518
$7.74K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.51K+ 5.33% |
$22.2K - $24.5K
|
29.8K
$445K
|
|
| Q2 2024 | |||||||
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
2.96KNew |
$43.1K - $46.6K
|
2.96K
$44.2K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
553New |
$8.05K - $8.71K
|
553
$8.26K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
400New |
$5.82K - $6.3K
|
400
$5.98K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-200- 4.15% |
$2.91K - $3.15K
|
4.63K
$69.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
850New |
$12.4K - $13.4K
|
850
$12.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
1KNew |
$14.6K - $15.8K
|
1K
$14.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200+ 51.28% |
$2.91K - $3.15K
|
590
$8.81K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-30.8K- 46.06% |
$448K - $485K
|
36.1K
$539K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
800New |
$11.6K - $12.6K
|
800
$12K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
102New |
$1.48K - $1.61K
|
102
$1.52K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.55K- 46.32% |
$22.5K - $24.4K
|
1.79K
$26.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
486+ 5.94% |
$7.07K - $7.65K
|
8.67K
$129K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-134- 49.26% |
$1.95K - $2.11K
|
138
$2.06K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
310New |
$4.51K - $4.88K
|
310
$4.63K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.41KNew |
$64.2K - $69.4K
|
4.41K
$65.9K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.61K+ 35.63% |
$23.5K - $26.1K
|
6.14K
$91.7K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.03K+ 24.29% |
$14.9K - $16.6K
|
5.25K
$78.4K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
250KNew |
$3.64M - $4.05M
|
250K
$3.74M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-34- 9.88% |
$495 - $550
|
310
$4.63K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-34- 9.88% |
$495 - $550
|
310
$4.63K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-100- 18.18% |
$1.46K - $1.62K
|
450
$6.72K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
580New |
$8.44K - $9.38K
|
580
$8.67K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
500New |
$7.28K - $8.09K
|
500
$7.47K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
305+ 17.52% |
$4.44K - $4.93K
|
2.05K
$30.6K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5New |
$65.6 - $80.6
|
5
$74.7
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.9K- 70.16% |
$392K - $481K
|
12.7K
$190K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.2KNew |
$133K - $164K
|
10.2K
$152K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.01K- 61.32% |
$13.2K - $16.2K
|
634
$9.47K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.94KNew |
$25.4K - $31.2K
|
1.94K
$28.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.22K+ 5.84% |
$29.2K - $35.8K
|
40.3K
$601K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-25.5K- 65.81% |
$334K - $411K
|
13.2K
$198K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-210- 71.19% |
$2.76K - $3.39K
|
85
$1.27K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-7.52K- 20.63% |
$98.7K - $121K
|
28.9K
$432K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
11+ 91.67% |
$144 - $177
|
23
$344
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.5KNew |
$216K - $265K
|
16.5K
$246K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
20KNew |
$263K - $323K
|
20K
$299K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.15K- 21.49% |
$47.2K - $52.4K
|
11.5K
$172K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
594New |
$8.91K - $9.9K
|
594
$8.87K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3KNew |
$45K - $50K
|
3K
$44.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
50New |
$750 - $834
|
50
$747
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.68K- 3.99% |
$25.2K - $28.1K
|
40.5K
$605K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
452+ 4.02% |
$6.78K - $7.53K
|
11.7K
$175K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.06K- 4.56% |
$15.9K - $17.7K
|
22.2K
$332K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-2.31K- 11.02% |
$34.6K - $38.4K
|
18.6K
$278K
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.12K+ 1.02% |
$16.8K - $18.6K
|
110K
$1.65M
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
37.5KNew |
$511K - $590K
|
37.5K
$560K
|
|