Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.14K+ 3.16% |
$642K - $696K
|
266K
$33.6M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.44K+ 8.07% |
$586K - $636K
|
99.6K
$12.6M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.08KNew |
$558K - $605K
|
7.08K
$895K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.24KNew |
$492K - $533K
|
6.24K
$789K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.99K+ 45.54% |
$394K - $427K
|
16K
$2.02M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
4.54K+ 31.39% |
$358K - $388K
|
19K
$2.4M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.86KNew |
$304K - $330K
|
3.86K
$487K
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.6KNew |
$284K - $308K
|
3.6K
$455K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.89KNew |
$228K - $247K
|
2.89K
$365K
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.84KNew |
$224K - $243K
|
2.84K
$359K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.47KNew |
$195K - $211K
|
2.47K
$312K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.47K+ 31.96% |
$195K - $211K
|
10.2K
$1.29M
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.21K+ 237.63% |
$174K - $189K
|
3.14K
$397K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.31K+ 1.65% |
$103K - $112K
|
80.5K
$10.2M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.23K+ 6.9% |
$97K - $105K
|
19.1K
$2.41M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.03K+ 5.46% |
$81K - $87.8K
|
19.8K
$2.51M
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
885+ 6.96% |
$69.8K - $75.6K
|
13.6K
$1.72M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
319+ 1.11% |
$25.1K - $27.3K
|
29.2K
$3.69M
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
303New |
$23.9K - $25.9K
|
303
$38.3K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
213+ 1.7% |
$16.8K - $18.2K
|
12.7K
$1.61M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
155+ 0.62% |
$12.2K - $13.2K
|
25.2K
$3.18M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
121+ 1.74% |
$9.54K - $10.3K
|
7.07K
$894K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
110+ 4.38% |
$8.67K - $9.4K
|
2.62K
$331K
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
73+ 1.99% |
$5.76K - $6.24K
|
3.74K
$472K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
69New |
$5.44K - $5.9K
|
69
$8.72K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
25New |
$1.97K - $2.14K
|
25
$3.16K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
11+ 68.75% |
$867 - $940
|
27
$3.41K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.42% |
$394 - $427
|
1.2K
$152K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.53% |
$78.8 - $85.5
|
191
$24.1K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.05% |
$78.8 - $85.5
|
1.84K
$233K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-17- 0.48% |
$1.34K - $1.45K
|
3.56K
$449K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-47- 1.25% |
$3.71K - $4.02K
|
3.71K
$469K
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-398- 2.49% |
$31.4K - $34K
|
15.6K
$1.97M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.19K- 8.6% |
$94.1K - $102K
|
12.7K
$1.6M
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-1.4K- 32.56% |
$110K - $120K
|
2.9K
$367K
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.76K- 28.84% |
$139K - $151K
|
4.35K
$549K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.03K- 27.16% |
$160K - $174K
|
5.46K
$690K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.49K- 21.55% |
$197K - $213K
|
9.08K
$1.15M
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.9K- 41.5% |
$229K - $248K
|
4.09K
$517K
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.48K- 51.35% |
$353K - $383K
|
4.25K
$537K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.31K- 49.23% |
$418K - $453K
|
5.47K
$692K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.62K- 23.78% |
$443K - $480K
|
18K
$2.28M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.79K- 6.63% |
$456K - $495K
|
81.5K
$10.3M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.4K- 9.28% |
$1.21M - $1.31M
|
150K
$19M
|
|
Aug 04, 2023
Q2 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-18.5K- 44.02% |
$1.46M - $1.58M
|
23.5K
$2.97M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.1K- 21.14% |
$2.06M - $2.23M
|
97.3K
$12.3M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-41.4K- 69.46% |
$3.26M - $3.54M
|
18.2K
$2.3M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-41.4K- 69.46% |
$3.26M - $3.54M
|
18.2K
$2.3M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-44K- 58.85% |
$3.47M - $3.76M
|
30.7K
$3.89M
|