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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-187- 3.23% |
$20.7K - $23.7K
|
5.61K
$664K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2.36KNew |
$261K - $299K
|
2.36K
$280K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.69KNew |
$298K - $341K
|
2.69K
$319K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.93K+ 73.65% |
$213K - $244K
|
4.55K
$538K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-725- 54.06% |
$80.1K - $91.8K
|
616
$72.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
20.4K+ 135.56% |
$2.25M - $2.58M
|
35.4K
$4.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.37K+ 6.77% |
$151K - $174K
|
21.6K
$2.56M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
14.1K+ 50.22% |
$1.56M - $1.79M
|
42.3K
$5.01M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
115New |
$12.7K - $14.3K
|
115
$13.6K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.69KNew |
$186K - $210K
|
1.69K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.96K- 49.69% |
$436K - $494K
|
4.01K
$475K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.06K- 73.38% |
$558K - $631K
|
1.84K
$218K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.1K+ 178.29% |
$1.44M - $1.63M
|
20.5K
$2.42M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
306+ 17.72% |
$33.7K - $38.1K
|
2.03K
$241K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-484- 4.9% |
$53.3K - $60.3K
|
9.39K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-88- 0.62% |
$9.69K - $11K
|
14K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
607New |
$66.8K - $75.6K
|
607
$71.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
77New |
$8.48K - $9.59K
|
77
$9.12K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-300- 5.61% |
$33K - $37.4K
|
5.05K
$598K
|
|
| Q4 2024 | |||||||
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
15.6KNew |
$1.74M - $1.97M
|
15.6K
$1.84M
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
10New |
$1.12K - $1.26K
|
10
$1.18K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.11KNew |
$236K - $266K
|
2.11K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.97KNew |
$332K - $375K
|
2.97K
$351K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
81+ 324.0% |
$9.07K - $10.2K
|
106
$12.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
70New |
$7.84K - $8.85K
|
70
$8.29K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
40New |
$4.48K - $5.06K
|
40
$4.74K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
100New |
$11.2K - $12.6K
|
100
$11.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-46- 53.49% |
$5.15K - $5.81K
|
40
$4.74K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.88KNew |
$322K - $363K
|
2.88K
$340K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
73+ 202.78% |
$8.17K - $9.23K
|
109
$12.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
151+ 0.6% |
$16.9K - $19.1K
|
25.4K
$3M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
545New |
$61K - $68.9K
|
545
$64.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.3KNew |
$1.49M - $1.68M
|
13.3K
$1.57M
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-193- 88.94% |
$19.5K - $22.4K
|
24
$2.84K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
977+ 44.39% |
$98.6K - $113K
|
3.18K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
1.08MNew |
$108M - $125M
|
1.08M
$127M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
23.7KNew |
$2.39M - $2.75M
|
23.7K
$2.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
35New |
$3.53K - $4.06K
|
35
$4.14K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.76K- 99.07% |
$278K - $320K
|
26
$3.08K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2KNew |
$202K - $232K
|
2K
$237K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.64K- 14.92% |
$165K - $190K
|
9.33K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
5+ 100.0% |
$504 - $580
|
10
$1.18K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-53- 1.31% |
$5.35K - $6.15K
|
3.98K
$472K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
100New |
$10.1K - $11.6K
|
100
$11.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-52.8K- 96.79% |
$5.32M - $6.13M
|
1.75K
$207K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.6KNew |
$2.68M - $3.08M
|
26.6K
$3.15M
|
|
|
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
$6.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.51K+ 247.28% |
$455K - $523K
|
6.33K
$750K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
62.5K+ 5.92% |
$6.31M - $7.25M
|
1.12M
$132M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
386+ 175.45% |
$38.8K - $41.6K
|
606
$71.8K
|
|