Latest Institutional Transactions on Invesco ETF Tr Ii Kbw Regional (KBWR)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Kbw Regional (KBWR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$534K - $611K
|
11.2K
$536K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-557- 38.76% |
$26.6K - $30.5K
|
880
$42.3K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.3K- 52.69% |
$682K - $780K
|
12.8K
$615K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.3K- 41.04% |
$542K - $620K
|
16.3K
$782K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.12K+ 1059.0% |
$101K - $116K
|
2.32K
$111K
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
68+ 1.06% |
$3.25K - $3.72K
|
6.5K
$312K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
400New |
$19.1K - $21.9K
|
400
$19.2K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
153+ 1.52% |
$7.32K - $8.38K
|
10.2K
$492K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-138- 0.5% |
$6.6K - $7.55K
|
27.2K
$1.31M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-941- 3.68% |
$45K - $51.5K
|
24.6K
$1.18M
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.58KNew |
$219K - $250K
|
4.58K
$220K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-693- 32.34% |
$33.1K - $37.9K
|
1.45K
$69.7K
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
700+ 10.65% |
$33.5K - $38.3K
|
7.27K
$349K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-644- 12.0% |
$30.8K - $35.3K
|
4.72K
$227K
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.3K- 23.76% |
$61.9K - $70.9K
|
4.16K
$200K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.46KNew |
$213K - $244K
|
4.46K
$214K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-38.9K- 90.13% |
$1.86M - $2.13M
|
4.26K
$205K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-479- 5.46% |
$22.9K - $26.2K
|
8.29K
$399K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.79% |
$47.8 - $54.7
|
128
$6.15K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.7KNew |
$606K - $694K
|
12.7K
$609K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
805New |
$38.5K - $44.1K
|
805
$38.7K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-60- 75.0% |
$2.87K - $3.28K
|
20
$961
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.74K- 67.39% |
$356K - $491K
|
4.23K
$203K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
91KNew |
$3.71M - $5.11M
|
91K
$4.37M
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
8.34KNew |
$340K - $468K
|
8.34K
$401K
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
90New |
$3.67K - $5.05K
|
90
$4.33K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.67KNew |
$149K - $206K
|
3.67K
$176K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-15- 9.55% |
$611 - $842
|
142
$6.83K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200New |
$8.15K - $11.2K
|
200
$9.61K
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
4.24KNew |
$173K - $238K
|
4.24K
$204K
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-550- 8.37% |
$22.4K - $30.9K
|
6.03K
$290K
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4.3KNew |
$175K - $241K
|
4.3K
$207K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
845New |
$34.4K - $47.4K
|
845
$40.6K
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
55.7KNew |
$2.27M - $3.13M
|
55.7K
$2.68M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
421New |
$17.2K - $23.6K
|
421
$20.2K
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
120New |
$4.89K - $6.74K
|
120
$5.77K
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-257- 4.59% |
$10.5K - $14.4K
|
5.34K
$257K
|
|
Q3 2023 | |||||||
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.56K+ 36.78% |
$66.6K - $80.6K
|
5.79K
$279K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.92% |
$42.8 - $51.8
|
53
$2.55K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.26K+ 46.66% |
$96.6K - $117K
|
7.1K
$341K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-1.12K- 82.5% |
$48K - $58.1K
|
238
$11.4K
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
BUY
|
- |
65.7KNew |
$2.54M - $3.1M
|
65.7K
$3.16M
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
240New |
$9.26K - $11.3K
|
240
$11.5K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-650- 20.0% |
$25.1K - $30.6K
|
2.6K
$125K
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
4.2KNew |
$162K - $198K
|
4.2K
$202K
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
11.9KNew |
$458K - $559K
|
11.9K
$571K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-4.68K- 13.36% |
$180K - $220K
|
30.3K
$1.46M
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
50New |
$1.93K - $2.36K
|
50
$2.4K
|