Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
43.4KNew |
$3.46M - $3.75M
|
43.4K
$5.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.04K+ 96.87% |
$481K - $522K
|
12.3K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.19K+ 73.44% |
$414K - $448K
|
12.3K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.28KNew |
$261K - $283K
|
3.28K
$407K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.63K+ 22.96% |
$129K - $140K
|
8.7K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.45KNew |
$115K - $125K
|
1.45K
$180K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
648+ 20.64% |
$51.6K - $55.9K
|
3.79K
$470K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
470+ 16.54% |
$37.4K - $40.6K
|
3.31K
$411K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
150+ 0.96% |
$11.9K - $12.9K
|
15.7K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
30+ 43.48% |
$2.39K - $2.59K
|
99
$12.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
29New |
$2.31K - $2.5K
|
29
$3.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
28+ 14.66% |
$2.23K - $2.42K
|
219
$27.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
22+ 0.89% |
$1.75K - $1.9K
|
2.49K
$310K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
16New |
$1.27K - $1.38K
|
16
$1.99K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.42% |
$398 - $432
|
1.21K
$150K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-121- 4.62% |
$9.64K - $10.4K
|
2.5K
$310K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-136- 7.39% |
$10.8K - $11.7K
|
1.71K
$212K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-173- 1.27% |
$13.8K - $14.9K
|
13.4K
$1.67M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-271- 2.99% |
$21.6K - $23.4K
|
8.81K
$1.09M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-283- 7.63% |
$22.5K - $24.4K
|
3.43K
$426K
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-338- 7.78% |
$26.9K - $29.2K
|
4.01K
$498K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-384- 9.96% |
$30.6K - $33.2K
|
3.47K
$431K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-438- 2.21% |
$34.9K - $37.8K
|
19.4K
$2.41M
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-821- 3.5% |
$65.4K - $70.9K
|
22.7K
$2.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.6K- 3.23% |
$207K - $225K
|
77.9K
$9.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.04K- 55.67% |
$242K - $262K
|
2.42K
$300K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.52K- 22.04% |
$280K - $304K
|
12.4K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4K- 39.27% |
$319K - $346K
|
6.19K
$769K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.66K- 60.32% |
$610K - $661K
|
5.04K
$625K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.1K- 84.47% |
$1.28M - $1.39M
|
2.96K
$367K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-17K- 89.57% |
$1.36M - $1.47M
|
1.98K
$246K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-24.4K- 83.84% |
$1.95M - $2.11M
|
4.71K
$585K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.7K- 32.77% |
$2.13M - $2.31M
|
54.8K
$6.81M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-62.3K- 63.99% |
$4.96M - $5.38M
|
35K
$4.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-65.2K- 43.42% |
$5.19M - $5.63M
|
85K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-90.9K- 91.29% |
$7.24M - $7.85M
|
8.67K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-929K- 99.15% |
$74M - $80.2M
|
8K
$994K
|