Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-38.9K- 90.13% |
$1.86M - $2.13M
|
4.26K
$205K
|
|
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 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.3K- 23.76% |
$61.9K - $70.9K
|
4.16K
$200K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-941- 3.68% |
$45K - $51.5K
|
24.6K
$1.18M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-693- 32.34% |
$33.1K - $37.9K
|
1.45K
$69.7K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-644- 12.0% |
$30.8K - $35.3K
|
4.72K
$227K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-557- 38.76% |
$26.6K - $30.5K
|
880
$42.3K
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-479- 5.46% |
$22.9K - $26.2K
|
8.29K
$399K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-138- 0.5% |
$6.6K - $7.55K
|
27.2K
$1.31M
|
|
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
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-550- 8.37% |
$22.4K - $30.9K
|
6.03K
$290K
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-257- 4.59% |
$10.5K - $14.4K
|
5.34K
$257K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-15- 9.55% |
$611 - $842
|
142
$6.83K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-1.12K- 82.5% |
$48K - $58.1K
|
238
$11.4K
|
|
Q2 2023 | |||||||
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-4.68K- 13.36% |
$180K - $220K
|
30.3K
$1.46M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-650- 20.0% |
$25.1K - $30.6K
|
2.6K
$125K
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-20.3K- 33.6% |
$1.12M - $1.29M
|
40.1K
$1.93M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-116- 2.4% |
$6.4K - $7.36K
|
4.72K
$227K
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-46- 37.7% |
$2.54K - $2.92K
|
76
$3.65K
|
|
Q2 2022 | |||||||
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-45.9KClosed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-35.4KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.46K- 28.22% |
N/A
|
19K
$913K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-1.6KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-306Closed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-700- 16.85% |
N/A
|
3.46K
$166K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-266Closed |
N/A
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-220Closed |
N/A
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-10Closed |
N/A
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.22KClosed |
N/A
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-120Closed |
N/A
|
0
$0
|
|
Q2 2021 | |||||||
Jul 28, 2021
Q2 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-136KClosed |
N/A
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.5KClosed |
N/A
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3Closed |
N/A
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Nicholas Company, Inc.
|
SELL
|
- |
-22.4KClosed |
N/A
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-555Closed |
N/A
|
0
$0
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
PUT |
-2.71KClosed |
N/A
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-362Closed |
N/A
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-753Closed |
N/A
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-350Closed |
N/A
|
0
$0
|
|
Q1 2020 | |||||||
Apr 30, 2020
Q1 2020
|
Stone X Group Inc.
|
SELL
|
- |
-5.66KClosed |
N/A
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Diligent Investors, LLC
|
SELL
|
- |
-3.87KClosed |
N/A
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-3.82KClosed |
N/A
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.79KClosed |
N/A
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-990Closed |
N/A
|
0
$0
|
|
Q4 2019 | |||||||
Feb 07, 2020
Q4 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
Q3 2019 | |||||||
Nov 06, 2019
Q3 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|