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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2020
Q2 2020
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-52.7KClosed |
$749K - $1.34M
|
0
$0
|
|
|
Aug 18, 2020
Q2 2020
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-56Closed |
$796 - $1.42K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6KClosed |
$85.3K - $153K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.42KNew |
$19.8K - $45.4K
|
1.42K
$27.6K
|
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-25.5KClosed |
$355K - $817K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-25.4KClosed |
$354K - $814K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.75KClosed |
$94.1K - $216K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Pacific Sun Financial Corp
|
SELL
|
- |
-7.75KClosed |
$108K - $248K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-52.2KClosed |
$728K - $1.67M
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Merit Financial Group, LLC
|
SELL
|
- |
-9.2KClosed |
$128K - $295K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-9.91KClosed |
$138K - $317K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-219KClosed |
$3.05M - $7.02M
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.79KClosed |
$94.5K - $217K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Raymond James Trust N.A.
|
SELL
|
- |
-23KClosed |
$320K - $735K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
25New |
$348 - $800
|
25
$486
|
|
| Q4 2019 | |||||||
|
Jan 29, 2020
Q4 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2KClosed |
$59.8K - $64.6K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-7.97KClosed |
$238K - $257K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-38.1KClosed |
$1.14M - $1.23M
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-25Closed |
$748 - $807
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.92KClosed |
$58.4K - $60.4K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-134Closed |
$4.08K - $4.22K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.33KClosed |
$223K - $231K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-10KClosed |
$305K - $315K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Concorde Asset Management, LLC
|
SELL
|
- |
-8.34KClosed |
$254K - $262K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-560Closed |
$17K - $17.6K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 16, 2019
Q2 2019
|
Advisory Alpha, LLC
|
SELL
|
- |
-385Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Fifth Third Bancorp
|
SELL
|
- |
-505Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-4.83KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Occidental Asset Management, LLC
|
SELL
|
- |
-37.7KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
M&T Bank Corp
|
SELL
|
- |
-8.53KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-105KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-78Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Nov 06, 2023
Q4 2018
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-452Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
970+ 447.0% |
N/A
|
1.19K
$23.1K
|
|
|
Feb 14, 2019
Q4 2018
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-12.4KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-349Closed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-10.5KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-13.7KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Eagle Ridge Investment Management
|
SELL
|
- |
-6.37KClosed |
N/A
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.79KClosed |
N/A
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-13.9KClosed |
N/A
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-821Closed |
N/A
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.47KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Oct 18, 2018
Q3 2018
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.56KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$19.4
|
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
25New |
N/A
|
25
$486
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-6.6KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Jan 03, 2024
Q3 2017
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.27KNew |
N/A
|
1.27K
$24.7K
|
|