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 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
305+ 17.52% |
$4.44K - $4.93K
|
2.05K
$30.8K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.38K- 7.56% |
$78.3K - $87K
|
65.8K
$989K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.78K+ 2.42% |
$25.9K - $28.8K
|
75.1K
$1.13M
|
|
Q4 2023 | |||||||
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5New |
$65.6 - $80.6
|
5
$75.1
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
24.6KNew |
$323K - $397K
|
24.6K
$370K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.9K- 70.16% |
$392K - $481K
|
12.7K
$191K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.2KNew |
$133K - $164K
|
10.2K
$153K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.01K- 61.32% |
$13.2K - $16.2K
|
634
$9.53K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.94KNew |
$25.4K - $31.2K
|
1.94K
$29.1K
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.22K+ 5.84% |
$29.2K - $35.8K
|
40.3K
$605K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-25.5K- 65.81% |
$334K - $411K
|
13.2K
$199K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
498+ 3.63% |
$6.53K - $8.03K
|
14.2K
$214K
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-7.52K- 20.63% |
$98.7K - $121K
|
28.9K
$435K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-210- 71.19% |
$2.76K - $3.39K
|
85
$1.28K
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
11+ 91.67% |
$144 - $177
|
23
$346
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.5KNew |
$216K - $265K
|
16.5K
$248K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
20KNew |
$263K - $323K
|
20K
$301K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
65+ 0.8% |
$853 - $1.05K
|
8.17K
$123K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.15K- 21.49% |
$47.2K - $52.4K
|
11.5K
$173K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13New |
$195 - $217
|
13
$195
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
594New |
$8.91K - $9.9K
|
594
$8.93K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3KNew |
$45K - $50K
|
3K
$45.1K
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
50New |
$750 - $834
|
50
$752
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.41KNew |
$66.1K - $73.5K
|
4.41K
$66.3K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-45- 10.34% |
$675 - $750
|
390
$5.86K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.68K- 3.99% |
$25.2K - $28.1K
|
40.5K
$609K
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-350- 6.76% |
$5.25K - $5.83K
|
4.83K
$72.5K
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 1.06% |
$1.5K - $1.67K
|
9.35K
$141K
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
452+ 4.02% |
$6.78K - $7.53K
|
11.7K
$176K
|
|
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
$334K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-2.31K- 11.02% |
$34.6K - $38.4K
|
18.6K
$280K
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.12K+ 1.02% |
$16.8K - $18.6K
|
110K
$1.66M
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
4.17KNew |
$56.9K - $65.6K
|
4.17K
$62.7K
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
37.5KNew |
$511K - $590K
|
37.5K
$564K
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
580+ 5.15% |
$7.91K - $9.12K
|
11.9K
$178K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4.85KNew |
$66.1K - $76.2K
|
4.85K
$72.9K
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7+ 3.32% |
$95.4 - $110
|
218
$3.28K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
13+ 4.8% |
$177 - $204
|
284
$4.27K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.66K- 4.11% |
$49.9K - $57.6K
|
85.5K
$1.28M
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.66KNew |
$36.2K - $41.8K
|
2.66K
$39.9K
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.45KNew |
$33.4K - $38.6K
|
2.45K
$36.9K
|
|
Q1 2023 | |||||||
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
89+ 0.35% |
$1.24K - $1.57K
|
25.7K
$386K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
330New |
$4.58K - $5.82K
|
330
$4.96K
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
138New |
$1.92K - $2.43K
|
138
$2.07K
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
477+ 35.6% |
$6.62K - $8.41K
|
1.82K
$27.3K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
52+ 6.33% |
$722 - $917
|
873
$13.1K
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$165K - $209K
|
11.9K
$178K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.21K+ 5.61% |
$58.4K - $74.2K
|
79.2K
$1.19M
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-510- 4.12% |
$7.08K - $8.99K
|
11.9K
$178K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.47KNew |
$62K - $78.8K
|
4.47K
$67.1K
|