Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78K+ 91.79% |
$6.46M - $7.21M
|
163K
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43K+ 495.96% |
$3.56M - $3.98M
|
51.7K
$6M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
18.8KNew |
$1.55M - $1.73M
|
18.8K
$2.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.9K+ 338.41% |
$1.32M - $1.47M
|
20.7K
$2.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
13.1KNew |
$1.09M - $1.21M
|
13.1K
$1.52M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.02KNew |
$747K - $834K
|
9.02K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.93KNew |
$740K - $825K
|
8.93K
$1.04M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.1K+ 22.17% |
$505K - $564K
|
33.6K
$3.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.3KNew |
$440K - $490K
|
5.3K
$616K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.7KNew |
$390K - $435K
|
4.7K
$546K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.89K+ 7.1% |
$322K - $360K
|
58.7K
$6.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.3K+ 37.93% |
$274K - $305K
|
12K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.2KNew |
$265K - $296K
|
3.2K
$371K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.15KNew |
$261K - $291K
|
3.15K
$365K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.66KNew |
$221K - $246K
|
2.66K
$309K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.47KNew |
$204K - $228K
|
2.47K
$286K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
2.35KNew |
$195K - $217K
|
2.35K
$273K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
2.31KNew |
$191K - $213K
|
2.31K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.28KNew |
$189K - $211K
|
2.28K
$264K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.75K+ 13.05% |
$145K - $162K
|
15.2K
$1.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.67KNew |
$138K - $154K
|
1.67K
$194K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
798New |
$66.1K - $73.8K
|
798
$92.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
299+ 5.94% |
$24.8K - $27.6K
|
5.34K
$619K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
299+ 7.89% |
$24.8K - $27.6K
|
4.09K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
175New |
$14.5K - $16.2K
|
175
$20.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
144+ 4.87% |
$11.9K - $13.3K
|
3.1K
$360K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
62New |
$5.14K - $5.73K
|
62
$7.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
60New |
$4.97K - $5.55K
|
60
$6.96K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
50New |
$4.14K - $4.62K
|
50
$5.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.41% |
$414 - $462
|
1.21K
$141K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4+ 0.12% |
$332 - $370
|
3.43K
$398K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.46% |
$82.9 - $92.5
|
220
$25.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-21- 0.84% |
$1.74K - $1.94K
|
2.47K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-60- 2.48% |
$4.97K - $5.55K
|
2.36K
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-122- 1.97% |
$10.1K - $11.3K
|
6.07K
$704K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-205- 2.33% |
$17K - $19K
|
8.6K
$998K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-514- 0.66% |
$42.6K - $47.5K
|
77.4K
$8.98M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-829- 20.69% |
$68.7K - $76.7K
|
3.18K
$369K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-917- 46.29% |
$76K - $84.8K
|
1.06K
$123K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.38K- 81.17% |
$115K - $128K
|
321
$37.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.44K- 11.61% |
$120K - $134K
|
11K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.45K- 4.13% |
$120K - $134K
|
33.6K
$3.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.75K- 7.74% |
$145K - $162K
|
20.9K
$2.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-3.2K- 20.29% |
$265K - $295K
|
12.6K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.8K- 41.61% |
$1.06M - $1.18M
|
17.9K
$2.08M
|