Purchases and Sales Made in Q1 2023 in Invesco ETF Tr Ii Kbw Property (KBWP)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Property (KBWP) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II KBW PROPERTY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
1.51MNew |
$120M - $138M
|
1.51M
$188M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
405KNew |
$32.1M - $37M
|
405K
$50.3M
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
234KNew |
$18.5M - $21.4M
|
234K
$29M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38.5K+ 17.52% |
$3.05M - $3.52M
|
258K
$32M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37K+ 28.74% |
$2.93M - $3.38M
|
166K
$20.6M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
16KNew |
$1.27M - $1.46M
|
16K
$1.99M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.8K+ 166.26% |
$1.17M - $1.35M
|
23.6K
$2.93M
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
11.6K+ 38.16% |
$918K - $1.06M
|
41.9K
$5.21M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.73KNew |
$692K - $798K
|
8.73K
$1.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
8.23K+ 183.64% |
$652K - $753K
|
12.7K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.24K+ 9.11% |
$494K - $570K
|
74.7K
$9.28M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.56K+ 66.75% |
$440K - $508K
|
13.9K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.17K+ 4.37% |
$409K - $473K
|
123K
$15.3M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.97K+ 82.97% |
$394K - $455K
|
11K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.3KNew |
$341K - $393K
|
4.3K
$534K
|
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
3.67KNew |
$290K - $335K
|
3.67K
$455K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.38K+ 77.75% |
$268K - $309K
|
7.73K
$959K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.51KNew |
$199K - $229K
|
2.51K
$312K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.21K+ 2.87% |
$175K - $202K
|
79.2K
$9.83M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.92K+ 34.5% |
$152K - $176K
|
7.49K
$930K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.85K+ 60.66% |
$147K - $169K
|
4.9K
$609K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.58K+ 2.73% |
$125K - $145K
|
59.6K
$7.4M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.58K+ 2.73% |
$125K - $145K
|
59.6K
$7.4M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.51K+ 13.75% |
$120K - $138K
|
12.5K
$1.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
930New |
$73.7K - $85.1K
|
930
$115K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
368+ 5.59% |
$29.2K - $33.7K
|
6.95K
$863K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
334New |
$26.5K - $30.5K
|
334
$41.5K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
183+ 0.74% |
$14.5K - $16.7K
|
25K
$3.11M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
150New |
$11.9K - $13.7K
|
150
$18.6K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
141+ 5.6% |
$11.2K - $12.9K
|
2.66K
$330K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
129+ 1.21% |
$10.2K - $11.8K
|
10.8K
$1.34M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19+ 0.51% |
$1.51K - $1.74K
|
3.76K
$467K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.5% |
$476 - $549
|
1.2K
$149K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.53% |
$79.3 - $91.5
|
190
$23.6K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.05% |
$79.3 - $91.5
|
1.84K
$229K
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-13- 0.36% |
$1.03K - $1.19K
|
3.57K
$444K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-309- 1.62% |
$24.5K - $28.3K
|
18.8K
$2.33M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-653- 8.55% |
$51.8K - $59.7K
|
6.99K
$868K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.16K- 3.87% |
$91.9K - $106K
|
28.8K
$3.58M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.2K- 31.0% |
$94.7K - $109K
|
2.66K
$330K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.49K- 87.98% |
$197K - $228K
|
340
$42.2K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.75K- 19.23% |
$218K - $252K
|
11.6K
$1.44M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3.14K- 33.97% |
$249K - $287K
|
6.11K
$758K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.63K- 16.93% |
$288K - $332K
|
17.8K
$2.21M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.57K- 34.35% |
$600K - $692K
|
14.5K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.5K- 11.96% |
$992K - $1.14M
|
92.1K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-44.6K- 33.81% |
$3.54M - $4.08M
|
87.3K
$10.8M
|