Latest Institutional Purchases of Invesco ETF Tr Ii Kbw Regional (KBWR)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Kbw Regional (KBWR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.6K+ 104.0% |
$651K - $810K
|
26.6K
$1.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.69KNew |
$465K - $578K
|
9.69K
$625K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.58KNew |
$172K - $214K
|
3.58K
$231K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
774+ 9.35% |
$37.1K - $46.2K
|
9.06K
$584K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
610+ 41.87% |
$29.2K - $36.4K
|
2.07K
$133K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
40New |
$1.92K - $2.39K
|
40
$2.58K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
32+ 0.49% |
$1.53K - $1.91K
|
6.58K
$424K
|
|
|
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
$689K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.59KNew |
$73.7K - $81.8K
|
1.59K
$102K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
504New |
$23.4K - $26K
|
504
$32.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
400New |
$18.6K - $20.6K
|
400
$25.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.89% |
$46.4 - $51.5
|
54
$3.48K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.78% |
$46.4 - $51.5
|
129
$8.32K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.7KNew |
$606K - $694K
|
12.7K
$817K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$534K - $611K
|
11.2K
$719K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.12K+ 1059.0% |
$101K - $116K
|
2.32K
$149K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
805New |
$38.5K - $44.1K
|
805
$51.9K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
400New |
$19.1K - $21.9K
|
400
$25.8K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
375+ 89.07% |
$17.9K - $20.5K
|
796
$51.3K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
91KNew |
$3.71M - $5.11M
|
91K
$5.87M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
55.7KNew |
$2.27M - $3.13M
|
55.7K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
8.34KNew |
$340K - $468K
|
8.34K
$538K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4.3KNew |
$175K - $241K
|
4.3K
$277K
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
4.24KNew |
$173K - $238K
|
4.24K
$273K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
845New |
$34.4K - $47.4K
|
845
$54.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200New |
$8.15K - $11.2K
|
200
$12.9K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
120New |
$4.89K - $6.74K
|
120
$7.74K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
90New |
$3.67K - $5.05K
|
90
$5.8K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.26K+ 46.66% |
$96.6K - $117K
|
7.1K
$458K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.56K+ 36.78% |
$66.6K - $80.6K
|
5.79K
$374K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
BUY
|
- |
65.7KNew |
$2.54M - $3.1M
|
65.7K
$4.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
4.2KNew |
$162K - $198K
|
4.2K
$271K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
240New |
$9.26K - $11.3K
|
240
$15.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
50New |
$1.93K - $2.36K
|
50
$3.22K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.7KNew |
$425K - $489K
|
7.7K
$496K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.21KNew |
$343K - $394K
|
6.21K
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.81KNew |
$210K - $242K
|
3.81K
$246K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.8KNew |
$210K - $241K
|
3.8K
$245K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.36KNew |
$75.1K - $86.3K
|
1.36K
$87.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
583New |
$32.2K - $37K
|
583
$37.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
522New |
$28.8K - $33.1K
|
522
$33.7K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100New |
$5.52K - $6.35K
|
100
$6.45K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
99New |
$5.46K - $6.28K
|
99
$6.38K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
61New |
$3.37K - $3.87K
|
61
$3.93K
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
BUY
|
- |
25+ 0.67% |
$1.38K - $1.59K
|
3.73K
$241K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
25New |
$1.38K - $1.59K
|
25
$1.61K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
5+ 0.14% |
$276 - $317
|
3.64K
$235K
|
|
| Q3 2022 | |||||||
|
Oct 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
BUY
|
- |
46.2KNew |
$2.42M - $2.92M
|
46.2K
$2.98M
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
5.75KNew |
$301K - $363K
|
5.75K
$371K
|
|