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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2022
Q3 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
20.7K+ 193.64% |
$384K - $500K
|
31.4K
$573K
|
|
| Q2 2022 | |||||||
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
45.8K+ 54.64% |
$967K - $1.18M
|
130K
$2.36M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
175New |
$3.7K - $4.52K
|
175
$3.19K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-149Closed |
$3.15K - $3.85K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.7KClosed |
$268K - $328K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.49K+ 13.01% |
$31.4K - $38.5K
|
12.9K
$236K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8KClosed |
$169K - $207K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-286Closed |
$6.04K - $7.39K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.75K- 10.73% |
$58K - $71K
|
22.9K
$417K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.86KClosed |
$187K - $229K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.1KClosed |
$235K - $287K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-654Closed |
$13.8K - $16.9K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-516Closed |
$10.9K - $13.3K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Legacy Financial Group LLC
|
SELL
|
- |
-2.04K- 12.15% |
$43.1K - $52.8K
|
14.8K
$269K
|
|
| Q1 2022 | |||||||
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-8.69KClosed |
$206K - $228K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-227Closed |
$5.38K - $5.96K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
286New |
$6.78K - $7.51K
|
286
$5.22K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.28KNew |
$30.2K - $33.5K
|
1.28K
$23.3K
|
|
|
May 13, 2022
Q1 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-5.6K- 34.78% |
$133K - $147K
|
10.5K
$192K
|
|
|
May 03, 2022
Q1 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-9.09KClosed |
$215K - $239K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.19KClosed |
$194K - $215K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-9.11KClosed |
$216K - $239K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.7KClosed |
$111K - $123K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-878Closed |
$20.8K - $23K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-12.6KClosed |
$285K - $323K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.46KClosed |
$33.1K - $37.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-26.6KClosed |
$603K - $683K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-11.4KClosed |
$258K - $292K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-299- 50.76% |
$6.78K - $7.68K
|
290
$5.29K
|
|
|
Jan 19, 2022
Q4 2021
|
Peak Financial Advisors LLC
|
SELL
|
- |
-12.2KClosed |
$276K - $312K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
145New |
$3.29K - $3.72K
|
145
$2.65K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.77KClosed |
$86.6K - $91.8K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
62New |
$1.42K - $1.51K
|
62
$1.13K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-298Closed |
$6.84K - $7.26K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5Closed |
$110 - $121
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
6New |
$132 - $145
|
6
$110
|
|
|
Aug 10, 2021
Q2 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-10.3KClosed |
$226K - $248K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.07KClosed |
$23.4K - $25.8K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-196Closed |
$3.98K - $4.66K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
25New |
$508 - $594
|
25
$456
|
|
|
May 10, 2021
Q1 2021
|
1776 Wealth LLC
|
SELL
|
- |
-14.1KClosed |
$287K - $335K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-550Closed |
$11.2K - $13.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-10.8KClosed |
$174K - $232K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-10KClosed |
$162K - $215K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
56New |
$907 - $1.21K
|
56
$1.02K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-34.9KClosed |
$577K - $684K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.78KClosed |
$29.4K - $34.9K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-573Closed |
$9.49K - $11.3K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-33.5KClosed |
$555K - $659K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 08, 2022
Q2 2020
|
Jvl Associates LLC
|
SELL
|
- |
-36KClosed |
$512K - $916K
|
0
$0
|
|