Latest Institutional Transactions on Invesco ETF Tr Ii Kbw Premium (KBWY)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Kbw Premium (KBWY) 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.86K+ 7.36% |
$66.2K - $78.4K
|
56.4K
$1.03M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31.1K- 73.08% |
$533K - $631K
|
11.5K
$209K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.24K- 43.5% |
$21.2K - $25.1K
|
1.6K
$29.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 1.28% |
$17.1 - $20.3
|
77
$1.41K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.6KNew |
$27.4K - $32.5K
|
1.6K
$29.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
250New |
$4.29K - $5.08K
|
250
$4.56K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-207- 74.73% |
$3.32K - $4.25K
|
70
$1.28K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
306+ 2.23% |
$4.9K - $6.29K
|
14K
$256K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.96KNew |
$128K - $164K
|
7.96K
$145K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
37New |
$593 - $760
|
37
$675
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-898- 14.03% |
$14.4K - $18.5K
|
5.5K
$100K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
50New |
$801 - $1.03K
|
50
$913
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-531- 64.13% |
$8.51K - $10.9K
|
297
$5.42K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
21New |
$336 - $432
|
21
$383
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
600New |
$10.3K - $11.9K
|
600
$11K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
64New |
$1.1K - $1.27K
|
64
$1.17K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.6K- 57.8% |
$249K - $288K
|
10.6K
$194K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
300New |
$5.13K - $5.93K
|
300
$5.48K
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
- |
4.85KNew |
$83K - $95.9K
|
4.85K
$88.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
7KNew |
$120K - $138K
|
7K
$128K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
140New |
$2.4K - $2.77K
|
140
$2.56K
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-277- 2.33% |
$4.74K - $5.48K
|
11.6K
$212K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-374- 3.51% |
$6.05K - $6.88K
|
10.3K
$188K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11+ 2.64% |
$178 - $202
|
427
$7.79K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
26New |
$421 - $478
|
26
$475
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
294+ 466.67% |
$4.76K - $5.41K
|
357
$6.52K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
344+ 2.39% |
$5.57K - $6.33K
|
14.7K
$269K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-7.41K- 41.94% |
$120K - $136K
|
10.3K
$187K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-298- 33.18% |
$4.96K - $6.76K
|
600
$11K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.5K- 16.48% |
$58.3K - $79.4K
|
17.8K
$324K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
759New |
$12.6K - $17.2K
|
759
$13.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.45K- 45.39% |
$90.9K - $124K
|
6.56K
$120K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.75K+ 62.59% |
$129K - $176K
|
20.1K
$368K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
25New |
$457 - $529
|
25
$456
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.59KNew |
$29.1K - $33.6K
|
1.59K
$29K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
293New |
$5.36K - $6.19K
|
293
$5.35K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.04KNew |
$19K - $22K
|
1.04K
$19K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.11KNew |
$38.6K - $44.6K
|
2.11K
$38.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
74New |
$1.35K - $1.56K
|
74
$1.35K
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-12.2K- 49.35% |
$223K - $258K
|
12.5K
$228K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-82.7K- 87.72% |
$1.51M - $1.75M
|
11.6K
$211K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.23K+ 3.45% |
$40.8K - $47.2K
|
67K
$1.22M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-85.5K- 84.74% |
$1.56M - $1.81M
|
15.4K
$281K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.7KNew |
$235K - $307K
|
12.7K
$232K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2K- 1.35% |
$37.1K - $48.3K
|
146K
$2.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.03K- 80.22% |
$19.1K - $24.9K
|
254
$4.64K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
39New |
$723 - $943
|
39
$712
|
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-464- 4.36% |
$8.6K - $11.2K
|
10.2K
$186K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
505New |
$9.36K - $12.2K
|
505
$9.22K
|
|