Latest Institutional Purchases of Invesco ETF Tr Ii Kbw High Div (KBWD)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Kbw High Div (KBWD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.22K+ 5.84% |
$29.2K - $35.8K
|
40.3K
$599K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.94KNew |
$25.4K - $31.2K
|
1.94K
$28.8K
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
11+ 91.67% |
$144 - $177
|
23
$342
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5New |
$65.6 - $80.6
|
5
$74.4
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3KNew |
$45K - $50K
|
3K
$44.6K
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.12K+ 1.02% |
$16.8K - $18.6K
|
110K
$1.64M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
594New |
$8.91K - $9.9K
|
594
$8.84K
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
452+ 4.02% |
$6.78K - $7.53K
|
11.7K
$174K
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
50New |
$750 - $834
|
50
$744
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
37.5KNew |
$511K - $590K
|
37.5K
$558K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4.85KNew |
$66.1K - $76.2K
|
4.85K
$72.1K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
4.17KNew |
$56.9K - $65.6K
|
4.17K
$62.1K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.66KNew |
$36.2K - $41.8K
|
2.66K
$39.5K
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.45KNew |
$33.4K - $38.6K
|
2.45K
$36.5K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
13+ 4.8% |
$177 - $204
|
284
$4.23K
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7+ 3.32% |
$95.4 - $110
|
218
$3.24K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$165K - $209K
|
11.9K
$177K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.47KNew |
$62K - $78.8K
|
4.47K
$66.5K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.21K+ 5.61% |
$58.4K - $74.2K
|
79.2K
$1.18M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.07KNew |
$14.8K - $18.8K
|
1.07K
$15.9K
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
477+ 35.6% |
$6.62K - $8.41K
|
1.82K
$27K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
330New |
$4.58K - $5.82K
|
330
$4.91K
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
138New |
$1.92K - $2.43K
|
138
$2.05K
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
89+ 0.35% |
$1.24K - $1.57K
|
25.7K
$382K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
52+ 6.33% |
$722 - $917
|
873
$13K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.4KNew |
$32.9K - $39.6K
|
2.4K
$35.7K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.9KNew |
$26.1K - $31.4K
|
1.9K
$28.3K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.5KNew |
$20.6K - $24.8K
|
1.5K
$22.3K
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
653+ 2.75% |
$8.96K - $10.8K
|
24.4K
$363K
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
24+ 0.12% |
$329 - $396
|
20.4K
$303K
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
214K+ 27.71% |
$2.97M - $3.97M
|
987K
$14.7M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28KNew |
$388K - $519K
|
28K
$417K
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12KNew |
$166K - $222K
|
12K
$178K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.4K+ 2403.0% |
$33.3K - $44.6K
|
2.5K
$37.2K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2KNew |
$27.7K - $37.1K
|
2K
$29.8K
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
1KNew |
$13.9K - $18.5K
|
1K
$14.9K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
692New |
$9.59K - $12.8K
|
692
$10.3K
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20+ 0.19% |
$277 - $371
|
10.8K
$161K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12KNew |
$184K - $235K
|
12K
$178K
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
2.01K+ 13.94% |
$30.9K - $39.5K
|
16.4K
$244K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.4KNew |
$21.5K - $27.5K
|
1.4K
$20.8K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14+ 0.11% |
$215 - $275
|
12.4K
$185K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
50.2KNew |
$931K - $1.06M
|
50.2K
$747K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.89KNew |
$35K - $39.7K
|
1.89K
$28.1K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
475New |
$8.82K - $9.99K
|
475
$7.07K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
725New |
$14K - $15.6K
|
725
$10.8K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
75.7KNew |
$1.49M - $1.58M
|
75.7K
$1.13M
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1KNew |
$16.3K - $20.1K
|
1K
$14.9K
|
|
Q4 2020 | |||||||
Jan 21, 2021
Q4 2020
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
12KNew |
$158K - $201K
|
12K
$179K
|
|
Q1 2020 | |||||||
Apr 21, 2020
Q1 2020
|
Arrow Financial Corp
|
BUY
|
- |
1.78KNew |
$17.4K - $40.8K
|
1.78K
$26.5K
|