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 |
---|---|---|---|---|---|---|---|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
244+ 2.84% |
$22.3K - $26.3K
|
8.85K
$967K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
97New |
$8.88K - $10.5K
|
97
$10.6K
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-926- 29.14% |
$84.8K - $99.8K
|
2.25K
$246K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.82K- 77.46% |
$167K - $196K
|
530
$58K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25- 41.67% |
$2.29K - $2.69K
|
35
$3.83K
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-3.11K- 24.75% |
$285K - $335K
|
9.44K
$1.03M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.2K+ 49.37% |
$934K - $1.1M
|
30.9K
$3.37M
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-525- 19.71% |
$48.1K - $56.6K
|
2.14K
$234K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.2KNew |
$265K - $296K
|
3.2K
$350K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
18.8KNew |
$1.55M - $1.73M
|
18.8K
$2.05M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
62New |
$5.14K - $5.73K
|
62
$6.78K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
798New |
$66.1K - $73.8K
|
798
$87.3K
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
2.31KNew |
$191K - $213K
|
2.31K
$252K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
29New |
$2.31K - $2.5K
|
29
$3.17K
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
43.4KNew |
$3.46M - $3.75M
|
43.4K
$4.75M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.19K+ 73.44% |
$414K - $448K
|
12.3K
$1.34M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.04K+ 96.87% |
$481K - $522K
|
12.3K
$1.34M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.45KNew |
$115K - $125K
|
1.45K
$158K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.28KNew |
$261K - $283K
|
3.28K
$358K
|
|
Nov 14, 2023
Q3 2023
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-929K- 99.15% |
$74M - $80.2M
|
8K
$875K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
30+ 43.48% |
$2.39K - $2.59K
|
99
$10.8K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-384- 9.96% |
$30.6K - $33.2K
|
3.47K
$380K
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
16New |
$1.27K - $1.38K
|
16
$1.75K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
470+ 16.54% |
$37.4K - $40.6K
|
3.31K
$362K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-1.4K- 32.56% |
$110K - $120K
|
2.9K
$317K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
303New |
$23.9K - $25.9K
|
303
$33.1K
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.6KNew |
$284K - $308K
|
3.6K
$394K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.9K- 41.5% |
$229K - $248K
|
4.09K
$447K
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.48K- 51.35% |
$353K - $383K
|
4.25K
$464K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.89KNew |
$228K - $247K
|
2.89K
$316K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
155+ 0.62% |
$12.2K - $13.2K
|
25.2K
$2.75M
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
73+ 1.99% |
$5.76K - $6.24K
|
3.74K
$409K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
25New |
$1.97K - $2.14K
|
25
$2.73K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
213+ 1.7% |
$16.8K - $18.2K
|
12.7K
$1.39M
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-17- 0.48% |
$1.34K - $1.45K
|
3.56K
$389K
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
334New |
$26.5K - $30.5K
|
334
$36.5K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.49K- 87.98% |
$197K - $228K
|
340
$37.2K
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
234KNew |
$18.5M - $21.4M
|
234K
$25.6M
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
150New |
$11.9K - $13.7K
|
150
$16.4K
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.85K+ 60.66% |
$147K - $169K
|
4.9K
$536K
|
|
Q4 2022 | |||||||
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.72K+ 10.35% |
$144K - $152K
|
18.3K
$2M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.91KNew |
$243K - $258K
|
2.91K
$318K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
35New |
$2.93K - $3.11K
|
35
$3.83K
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-100- 50.0% |
$8.38K - $8.89K
|
100
$10.9K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
325New |
$27.2K - $28.9K
|
325
$35.5K
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-600- 10.08% |
$50.3K - $53.3K
|
5.35K
$585K
|
|
Q3 2022 | |||||||
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
200New |
N/A
|
200
$21.9K
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
444New |
N/A
|
444
$48.6K
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
7.59KNew |
N/A
|
7.59K
$830K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-228Closed |
N/A
|
0
$0
|