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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.67KNew |
$245K - $288K
|
2.67K
$318K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
29+ 1.18% |
$2.66K - $3.12K
|
2.49K
$297K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1New |
$91.6 - $108
|
1
$119
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
97New |
$8.88K - $10.5K
|
97
$11.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.82K- 77.46% |
$167K - $196K
|
530
$63K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-525- 19.71% |
$48.1K - $56.6K
|
2.14K
$254K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.2KNew |
$265K - $296K
|
3.2K
$380K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
18.8KNew |
$1.55M - $1.73M
|
18.8K
$2.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
62New |
$5.14K - $5.73K
|
62
$7.37K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
798New |
$66.1K - $73.8K
|
798
$94.9K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
29New |
$2.31K - $2.5K
|
29
$3.45K
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
43.4KNew |
$3.46M - $3.75M
|
43.4K
$5.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.04K+ 96.87% |
$481K - $522K
|
12.3K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
30+ 43.48% |
$2.39K - $2.59K
|
99
$11.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
470+ 16.54% |
$37.4K - $40.6K
|
3.31K
$394K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
303New |
$23.9K - $25.9K
|
303
$36K
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-1.4K- 32.56% |
$110K - $120K
|
2.9K
$345K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.9K- 41.5% |
$229K - $248K
|
4.09K
$486K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
25New |
$1.97K - $2.14K
|
25
$2.97K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
213+ 1.7% |
$16.8K - $18.2K
|
12.7K
$1.51M
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
334New |
$26.5K - $30.5K
|
334
$39.7K
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
234KNew |
$18.5M - $21.4M
|
234K
$27.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
150New |
$11.9K - $13.7K
|
150
$17.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.91KNew |
$219K - $258K
|
2.91K
$346K
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-100- 50.0% |
$7.52K - $8.89K
|
100
$11.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
325New |
$24.4K - $28.9K
|
325
$38.7K
|
|
| Q3 2022 | |||||||
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
200New |
$14.5K - $16.4K
|
200
$23.8K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
444New |
$34.3K - $39.3K
|
444
$52.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
7.59KNew |
$587K - $671K
|
7.59K
$903K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-228Closed |
$18K - $20.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.22KClosed |
$333K - $371K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-93- 98.94% |
$7.34K - $8.18K
|
1
$119
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-1KClosed |
$78.9K - $88K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6.17K+ 27.65% |
$463K - $500K
|
28.5K
$3.39M
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-373Closed |
$27.5K - $30.2K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.61KNew |
$366K - $431K
|
5.61K
$667K
|
|
|
May 17, 2021
Q1 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-268- 5.58% |
$17.5K - $20.6K
|
4.53K
$539K
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-600Closed |
$39.2K - $46.2K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Orca Investment Management, LLC
|
SELL
|
- |
-37.7KClosed |
$2.46M - $2.9M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-98Closed |
$5.23K - $6.02K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5Closed |
$236 - $313
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-3.02KClosed |
$143K - $189K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-12.1KClosed |
$569K - $755K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.1KClosed |
$619K - $821K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-78Closed |
$3.68K - $4.88K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-467Closed |
$22K - $29.2K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 18, 2020
Q1 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-108Closed |
$4.89K - $8.19K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
S.A. Mason LLC
|
SELL
|
- |
-40Closed |
$1.81K - $3.03K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 27, 2020
Q4 2019
|
Cwm, LLC
|
BUY
|
- |
291+ 538.89% |
$20.1K - $21.3K
|
345
$41K
|
|
|
Jan 22, 2020
Q4 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-400Closed |
$27.6K - $29.2K
|
0
$0
|
|