Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
650K+ 160.49% |
$59.5M - $70M
|
1.06M
$131M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
76.8KNew |
$7.03M - $8.28M
|
76.8K
$9.54M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
49.5K+ 412.33% |
$4.53M - $5.33M
|
61.5K
$7.64M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.3KNew |
$1.95M - $2.3M
|
21.3K
$2.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
18.5KNew |
$1.7M - $2M
|
18.5K
$2.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.2K+ 49.37% |
$934K - $1.1M
|
30.9K
$3.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.71KNew |
$798K - $939K
|
8.71K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.54KNew |
$782K - $920K
|
8.54K
$1.06M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8K+ 258.23% |
$733K - $862K
|
11.1K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.98KNew |
$731K - $860K
|
7.98K
$991K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.47K+ 23.52% |
$592K - $697K
|
34K
$4.22M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.97K+ 93.21% |
$455K - $536K
|
10.3K
$1.28M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
3.52KNew |
$323K - $380K
|
3.52K
$438K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.98K+ 33.03% |
$273K - $321K
|
12K
$1.49M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.67KNew |
$245K - $288K
|
2.67K
$332K
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
2.09KNew |
$191K - $225K
|
2.09K
$260K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.97K+ 118.15% |
$181K - $212K
|
3.64K
$452K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.35K+ 7.52% |
$124K - $145K
|
19.3K
$2.4M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.23K+ 26.18% |
$113K - $133K
|
5.93K
$737K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.11K+ 46.86% |
$101K - $119K
|
3.46K
$430K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.04K+ 9.47% |
$95.3K - $112K
|
12K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
600+ 24.02% |
$54.9K - $64.7K
|
3.1K
$385K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
514+ 14.98% |
$47.1K - $55.4K
|
3.95K
$490K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
369+ 1.1% |
$33.8K - $39.8K
|
34K
$4.22M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
369+ 1.1% |
$33.8K - $39.8K
|
34K
$4.22M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
361+ 0.22% |
$33.1K - $38.9K
|
163K
$20.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
266+ 2.03% |
$24.4K - $28.7K
|
13.4K
$1.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
244+ 2.84% |
$22.3K - $26.3K
|
8.85K
$1.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
97New |
$8.88K - $10.5K
|
97
$12K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
45+ 25.71% |
$4.12K - $4.85K
|
220
$27.3K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
29+ 1.18% |
$2.66K - $3.12K
|
2.49K
$310K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
27New |
$2.47K - $2.91K
|
27
$3.35K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
25New |
$2.29K - $2.69K
|
25
$3.1K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22+ 0.41% |
$2.01K - $2.37K
|
5.33K
$661K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10+ 0.44% |
$916 - $1.08K
|
2.29K
$284K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.49% |
$549 - $647
|
1.22K
$151K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.45% |
$91.6 - $108
|
221
$27.4K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1New |
$91.6 - $108
|
1
$124
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25- 41.67% |
$2.29K - $2.69K
|
35
$4.35K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-29- 0.19% |
$2.66K - $3.12K
|
15.1K
$1.88M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-35- 3.29% |
$3.21K - $3.77K
|
1.03K
$128K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-58- 2.35% |
$5.31K - $6.25K
|
2.42K
$300K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-94- 2.3% |
$8.61K - $10.1K
|
3.99K
$496K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-172- 5.54% |
$15.8K - $18.5K
|
2.93K
$364K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-174- 2.87% |
$15.9K - $18.7K
|
5.9K
$732K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-225- 70.09% |
$20.6K - $24.2K
|
96
$11.9K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-251- 7.98% |
$23K - $27K
|
2.9K
$360K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-525- 19.71% |
$48.1K - $56.6K
|
2.14K
$266K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-696- 0.9% |
$63.7K - $75K
|
76.7K
$9.52M
|