Latest Institutional Purchases of Invesco ETF Tr Ii Kbw Premium (KBWY)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Kbw Premium (KBWY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
109KNew |
$1.57M - $1.81M
|
109K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
95.2K+ 16.03% |
$1.37M - $1.59M
|
689K
$10.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.1K+ 7.33% |
$651K - $754K
|
661K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.7KNew |
$456K - $529K
|
31.7K
$481K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
20.4KNew |
$294K - $341K
|
20.4K
$310K
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
18.9K+ 32.18% |
$273K - $316K
|
77.7K
$1.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
12.7KNew |
$183K - $212K
|
12.7K
$193K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
11.9K+ 1322.22% |
$171K - $199K
|
12.8K
$194K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.9K+ 17.24% |
$156K - $181K
|
73.8K
$1.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.7KNew |
$125K - $145K
|
8.7K
$132K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.64K+ 119.3% |
$125K - $144K
|
15.9K
$241K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.52K+ 22.59% |
$93.9K - $109K
|
35.4K
$537K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.17K+ 20692.0% |
$74.5K - $86.4K
|
5.2K
$79K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.72K+ 335.18% |
$68K - $78.8K
|
6.12K
$93K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.5KNew |
$36K - $41.8K
|
2.5K
$38K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.7K+ 12.27% |
$24.5K - $28.4K
|
15.6K
$236K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
676+ 175.13% |
$9.74K - $11.3K
|
1.06K
$16.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
411+ 0.65% |
$5.92K - $6.86K
|
63.3K
$961K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
263+ 0.12% |
$3.79K - $4.39K
|
226K
$3.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
199+ 2.25% |
$2.87K - $3.32K
|
9.03K
$137K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
113+ 13.06% |
$1.63K - $1.89K
|
978
$14.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
102+ 0.72% |
$1.47K - $1.7K
|
14.3K
$217K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
25New |
$360 - $418
|
25
$380
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
17+ 0.09% |
$245 - $284
|
19.1K
$291K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 9.09% |
$14.4 - $16.7
|
12
$182
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
39KNew |
$649K - $702K
|
39K
$593K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
18.6KNew |
$309K - $334K
|
18.6K
$283K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.3KNew |
$204K - $220K
|
12.3K
$186K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1KNew |
$16.6K - $18K
|
1K
$15.2K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
974+ 22.83% |
$16.2K - $17.5K
|
5.24K
$79.6K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
60+ 12.24% |
$997 - $1.08K
|
550
$8.35K
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
92.2KNew |
$1.63M - $1.95M
|
92.2K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.7KNew |
$773K - $924K
|
43.7K
$663K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.05KNew |
$53.9K - $64.4K
|
3.05K
$46.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.75KNew |
$31K - $37K
|
1.75K
$26.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.52KNew |
$26.9K - $32.1K
|
1.52K
$23K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
16New |
$283 - $339
|
16
$243
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.8KNew |
$207K - $255K
|
11.8K
$180K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
9.78KNew |
$172K - $211K
|
9.78K
$149K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.78KNew |
$172K - $211K
|
9.78K
$149K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
189+ 13.91% |
$3.32K - $4.07K
|
1.55K
$23.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
43New |
$755 - $926
|
43
$653
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
100New |
$1.68K - $1.82K
|
100
$1.52K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
62New |
$1.04K - $1.13K
|
62
$942
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3New |
$50.4 - $54.5
|
3
$45.6
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.6KNew |
$490K - $580K
|
28.6K
$434K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.86K+ 7.36% |
$66.2K - $78.4K
|
56.4K
$856K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.6KNew |
$27.4K - $32.5K
|
1.6K
$24.3K
|
|