Purchases and Sales Made in Q2 2023 in Invesco ETF Tr Ii Kbw Regional (KBWR)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Regional (KBWR) during Q2 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II KBW REGIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
BUY
|
- |
65.7KNew |
$2.54M - $3.1M
|
65.7K
$4.35M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
11.9KNew |
$458K - $559K
|
11.9K
$785K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.03K+ 34.3% |
$271K - $331K
|
27.5K
$1.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
6.07KNew |
$234K - $286K
|
6.07K
$401K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.05K+ 24.03% |
$233K - $285K
|
31.2K
$2.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.75K+ 9146.34% |
$145K - $177K
|
3.79K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.44K+ 94.47% |
$55.3K - $67.6K
|
2.95K
$195K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.36KNew |
$52.5K - $64.1K
|
1.36K
$89.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.17K+ 6.47% |
$45K - $55K
|
19.2K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
890+ 18.52% |
$34.3K - $41.9K
|
5.7K
$376K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
890+ 18.52% |
$34.3K - $41.9K
|
5.7K
$376K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
500New |
$19.3K - $23.6K
|
500
$33.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
240New |
$9.26K - $11.3K
|
240
$15.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
157New |
$6.06K - $7.39K
|
157
$10.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
50New |
$1.93K - $2.36K
|
50
$3.31K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.66% |
$38.6 - $47.1
|
152
$10K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.81% |
$38.6 - $47.1
|
125
$8.26K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18- 0.32% |
$694 - $848
|
5.57K
$368K
|
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-242- 4.11% |
$9.33K - $11.4K
|
5.64K
$373K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-650- 20.0% |
$25.1K - $30.6K
|
2.6K
$172K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-885- 10.66% |
$34.1K - $41.7K
|
7.42K
$491K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.92K- 44.74% |
$151K - $185K
|
4.84K
$320K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-4.68K- 13.36% |
$180K - $220K
|
30.3K
$2.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.75K- 27.49% |
$183K - $223K
|
12.5K
$827K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-10.8K- 49.5% |
$416K - $508K
|
11K
$728K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23K- 47.03% |
$886K - $1.08M
|
25.9K
$1.71M
|