Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.69KNew |
$465K - $578K
|
9.69K
$641K
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
7.71K+ 79.25% |
$370K - $460K
|
17.4K
$1.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.58KNew |
$172K - $214K
|
3.58K
$237K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
774+ 9.35% |
$37.1K - $46.2K
|
9.06K
$599K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
610+ 41.87% |
$29.2K - $36.4K
|
2.07K
$137K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
40New |
$1.92K - $2.39K
|
40
$2.64K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.4% |
$48 - $59.6
|
251
$16.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-120- 1.65% |
$5.75K - $7.16K
|
7.15K
$473K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-287- 4.32% |
$13.8K - $17.1K
|
6.35K
$420K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-337- 6.99% |
$16.2K - $20.1K
|
4.49K
$297K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-370- 8.09% |
$17.7K - $22.1K
|
4.21K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.14K- 28.28% |
$103K - $128K
|
5.43K
$359K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-3.29K- 11.12% |
$158K - $196K
|
26.3K
$1.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.34K- 14.74% |
$160K - $199K
|
19.3K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.22K- 24.69% |
$346K - $431K
|
22K
$1.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-9.05K- 51.89% |
$434K - $540K
|
8.4K
$555K
|