Latest Institutional Transactions on Invesco ETF Tr Ii Kbw Property (KBWP)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Kbw Property (KBWP) 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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-60.8K- 62.04% |
$6.81M - $7.69M
|
37.2K
$4.59M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
38.5K+ 65.83% |
$4.31M - $4.87M
|
97.1K
$12M
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
11.2KNew |
$1.26M - $1.42M
|
11.2K
$1.39M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
183+ 1.14% |
$20.5K - $23.1K
|
16.3K
$2.01M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.02K+ 108.22% |
$674K - $761K
|
11.6K
$1.43M
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
3.18KNew |
$356K - $402K
|
3.18K
$392K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
545New |
$61K - $68.9K
|
545
$67.2K
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-88- 0.58% |
$9.85K - $11.1K
|
15.2K
$1.87M
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.22KNew |
$249K - $281K
|
2.22K
$274K
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
14.1KNew |
$1.58M - $1.78M
|
14.1K
$1.74M
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
37+ 1.24% |
$4.14K - $4.68K
|
3.02K
$372K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-590- 0.84% |
$66K - $74.6K
|
69.8K
$8.61M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.3KNew |
$1.49M - $1.68M
|
13.3K
$1.64M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.6% |
$896 - $1.01K
|
1.33K
$165K
|
|
Q3 2024 | |||||||
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-193- 88.94% |
$19.5K - $22.4K
|
24
$2.96K
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
977+ 44.39% |
$98.6K - $113K
|
3.18K
$392K
|
|
Nov 14, 2024
Q3 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
1.08MNew |
$108M - $125M
|
1.08M
$133M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
23.7KNew |
$2.39M - $2.75M
|
23.7K
$2.92M
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
49+ 29.7% |
$4.94K - $5.69K
|
214
$26.4K
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
35New |
$3.53K - $4.06K
|
35
$4.32K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.76K- 99.07% |
$278K - $320K
|
26
$3.21K
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2KNew |
$202K - $232K
|
2K
$247K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.64K- 14.92% |
$165K - $190K
|
9.33K
$1.15M
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
5+ 100.0% |
$504 - $580
|
10
$1.23K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-53- 1.31% |
$5.35K - $6.15K
|
3.98K
$491K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
100New |
$10.1K - $11.6K
|
100
$12.3K
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.24KNew |
$428K - $492K
|
4.24K
$523K
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-52.8K- 96.79% |
$5.32M - $6.13M
|
1.75K
$216K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
51.8K+ 1744.41% |
$5.23M - $6.01M
|
54.8K
$6.76M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.6KNew |
$2.68M - $3.08M
|
26.6K
$3.28M
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.51K+ 247.28% |
$455K - $523K
|
6.33K
$781K
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
62.5K+ 5.92% |
$6.31M - $7.25M
|
1.12M
$138M
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
386+ 175.45% |
$38.8K - $41.6K
|
606
$74.7K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.02KNew |
$505K - $540K
|
5.02K
$618K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
50New |
$5.03K - $5.39K
|
50
$6.17K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
104New |
$10.5K - $11.2K
|
104
$12.8K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
35New |
$3.52K - $3.77K
|
35
$4.32K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 2.0% |
$101 - $108
|
51
$6.29K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.98KNew |
$731K - $860K
|
7.98K
$984K
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
200New |
$18.3K - $21.6K
|
200
$24.7K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.67KNew |
$245K - $288K
|
2.67K
$329K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
3.52KNew |
$323K - $380K
|
3.52K
$435K
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
29+ 1.18% |
$2.66K - $3.12K
|
2.49K
$308K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1New |
$91.6 - $108
|
1
$123
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
97New |
$8.88K - $10.5K
|
97
$12K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.82K- 77.46% |
$167K - $196K
|
530
$65.4K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-525- 19.71% |
$48.1K - $56.6K
|
2.14K
$264K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.2KNew |
$265K - $296K
|
3.2K
$394K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
18.8KNew |
$1.55M - $1.73M
|
18.8K
$2.31M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
62New |
$5.14K - $5.73K
|
62
$7.65K
|