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, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.6KNew |
$251K - $297K
|
4.6K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
109+ 12.12% |
$5.95K - $7.05K
|
1.01K
$61.8K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.46K+ 31.43% |
$243K - $288K
|
18.6K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.62K- 20.3% |
$416K - $493K
|
29.9K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.58K+ 77.95% |
$523K - $619K
|
21.9K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
364New |
$19.9K - $23.5K
|
364
$22.3K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-49- 0.77% |
$2.67K - $3.17K
|
6.29K
$385K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.38KNew |
$294K - $348K
|
5.38K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.55K+ 158.87% |
$139K - $165K
|
4.16K
$255K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.5K- 77.3% |
$81.9K - $97.1K
|
441
$27K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-116- 0.59% |
$6.33K - $7.5K
|
19.6K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
56New |
$3.06K - $3.62K
|
56
$3.43K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-1.87K- 2.94% |
$102K - $121K
|
61.7K
$3.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-410- 4.03% |
$22.4K - $26.5K
|
9.76K
$598K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$54.6 - $64.7
|
3.58K
$220K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.5K+ 586.82% |
$789K - $991K
|
17K
$1.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.85% |
$54.4 - $68.3
|
55
$3.37K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.71KNew |
$202K - $253K
|
3.71K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.87K- 45.27% |
$156K - $196K
|
3.48K
$213K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
10New |
$544 - $683
|
10
$613
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-325- 20.48% |
$17.7K - $22.2K
|
1.26K
$77.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.4KNew |
$131K - $164K
|
2.4K
$147K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
300New |
$14.4K - $17.9K
|
300
$18.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.42K- 32.88% |
$212K - $263K
|
9.02K
$553K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-3.29K- 11.12% |
$158K - $196K
|
26.3K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-337- 6.99% |
$16.2K - $20.1K
|
4.49K
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
40New |
$1.92K - $2.39K
|
40
$2.45K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-370- 8.09% |
$17.7K - $22.1K
|
4.21K
$258K
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-120- 1.65% |
$5.75K - $7.16K
|
7.15K
$438K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-9.05K- 51.89% |
$434K - $540K
|
8.4K
$514K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.69KNew |
$465K - $578K
|
9.69K
$594K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
504New |
$23.4K - $26K
|
504
$30.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.78% |
$46.4 - $51.5
|
129
$7.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
400New |
$18.6K - $20.6K
|
400
$24.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1K- 16.6% |
$46.4K - $51.5K
|
5.03K
$308K
|
|
| Q1 2024 | |||||||
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
375+ 89.07% |
$17.9K - $20.5K
|
796
$48.8K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.12K+ 1059.0% |
$101K - $116K
|
2.32K
$142K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
400New |
$19.1K - $21.9K
|
400
$24.5K
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.3K- 23.76% |
$61.9K - $70.9K
|
4.16K
$255K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.7KNew |
$606K - $694K
|
12.7K
$777K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
805New |
$38.5K - $44.1K
|
805
$49.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-60- 75.0% |
$2.87K - $3.28K
|
20
$1.23K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
91KNew |
$3.71M - $5.11M
|
91K
$5.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
8.34KNew |
$340K - $468K
|
8.34K
$511K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
90New |
$3.67K - $5.05K
|
90
$5.51K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-15- 9.55% |
$611 - $842
|
142
$8.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200New |
$8.15K - $11.2K
|
200
$12.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
4.24KNew |
$173K - $238K
|
4.24K
$259K
|
|