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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
300New |
$14.4K - $17.9K
|
300
$17.8K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.7K- 89.55% |
$369K - $459K
|
899
$53.4K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.14K- 28.28% |
$103K - $128K
|
5.43K
$322K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-287- 4.32% |
$13.8K - $17.1K
|
6.35K
$377K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.6K+ 104.0% |
$651K - $810K
|
26.6K
$1.58M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.28K- 14.01% |
$109K - $136K
|
14K
$831K
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
32+ 0.49% |
$1.53K - $1.91K
|
6.58K
$390K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.42K- 32.88% |
$212K - $263K
|
9.02K
$535K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-337- 6.99% |
$16.2K - $20.1K
|
4.49K
$266K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.4% |
$48 - $59.6
|
251
$14.9K
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-370- 8.09% |
$17.7K - $22.1K
|
4.21K
$250K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.22K- 24.69% |
$346K - $431K
|
22K
$1.31M
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
40New |
$1.92K - $2.39K
|
40
$2.37K
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-3.29K- 11.12% |
$158K - $196K
|
26.3K
$1.56M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
610+ 41.87% |
$29.2K - $36.4K
|
2.07K
$123K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.34K- 14.74% |
$160K - $199K
|
19.3K
$1.15M
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-120- 1.65% |
$5.75K - $7.16K
|
7.15K
$424K
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-9.05K- 51.89% |
$434K - $540K
|
8.4K
$498K
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
774+ 9.35% |
$37.1K - $46.2K
|
9.06K
$538K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.58KNew |
$172K - $214K
|
3.58K
$213K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.69KNew |
$465K - $578K
|
9.69K
$575K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.24K+ 139.92% |
$289K - $321K
|
10.7K
$635K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
504New |
$23.4K - $26K
|
504
$29.9K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.89% |
$46.4 - $51.5
|
54
$3.21K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.78% |
$46.4 - $51.5
|
129
$7.66K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.59KNew |
$73.7K - $81.8K
|
1.59K
$94.2K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
400New |
$18.6K - $20.6K
|
400
$23.7K
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1K- 16.6% |
$46.4K - $51.5K
|
5.03K
$298K
|
|
Q1 2024 | |||||||
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
375+ 89.07% |
$17.9K - $20.5K
|
796
$47.3K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$534K - $611K
|
11.2K
$662K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.12K+ 1059.0% |
$101K - $116K
|
2.32K
$138K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
400New |
$19.1K - $21.9K
|
400
$23.7K
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.3K- 23.76% |
$61.9K - $70.9K
|
4.16K
$247K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.7KNew |
$606K - $694K
|
12.7K
$753K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-60- 75.0% |
$2.87K - $3.28K
|
20
$1.19K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
805New |
$38.5K - $44.1K
|
805
$47.8K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
91KNew |
$3.71M - $5.11M
|
91K
$5.4M
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
8.34KNew |
$340K - $468K
|
8.34K
$495K
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
90New |
$3.67K - $5.05K
|
90
$5.34K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-15- 9.55% |
$611 - $842
|
142
$8.43K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200New |
$8.15K - $11.2K
|
200
$11.9K
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
4.24KNew |
$173K - $238K
|
4.24K
$251K
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4.3KNew |
$175K - $241K
|
4.3K
$255K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
845New |
$34.4K - $47.4K
|
845
$50.2K
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
55.7KNew |
$2.27M - $3.13M
|
55.7K
$3.31M
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
120New |
$4.89K - $6.74K
|
120
$7.12K
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-257- 4.59% |
$10.5K - $14.4K
|
5.34K
$317K
|
|
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
$344K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.26K+ 46.66% |
$96.6K - $117K
|
7.1K
$421K
|