Purchases and Sales Made in Q2 2024 in Invesco ETF Tr Ii Kbw Bank ETF (KBWB)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Bank ETF (KBWB) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II KBW BANK ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
800New |
$39.7K - $44.3K
|
800
$51.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
478+ 3.63% |
$23.7K - $26.4K
|
13.7K
$882K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
456+ 0.15% |
$22.6K - $25.2K
|
313K
$20.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
419+ 4.73% |
$20.8K - $23.2K
|
9.28K
$599K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
295+ 55.98% |
$14.6K - $16.3K
|
822
$53.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
191+ 4.75% |
$9.47K - $10.6K
|
4.21K
$272K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
172+ 27.04% |
$8.53K - $9.52K
|
808
$52.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
116New |
$5.75K - $6.42K
|
116
$7.49K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
92+ 44.23% |
$4.56K - $5.09K
|
300
$19.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
77+ 1.54% |
$3.82K - $4.26K
|
5.08K
$328K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
60+ 0.06% |
$2.97K - $3.32K
|
98.2K
$6.34M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11+ 0.66% |
$545 - $609
|
1.67K
$108K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.83% |
$149 - $166
|
366
$23.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.64% |
$99.2 - $111
|
314
$20.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.66% |
$99.2 - $111
|
307
$19.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.34% |
$49.6 - $55.3
|
299
$19.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-8- 44.44% |
$397 - $443
|
10
$646
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-27- 0.63% |
$1.34K - $1.49K
|
4.23K
$273K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-29- 0.16% |
$1.44K - $1.6K
|
18.5K
$1.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-39- 0.58% |
$1.93K - $2.16K
|
6.7K
$433K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-42- 2.64% |
$2.08K - $2.32K
|
1.55K
$99.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-53- 8.2% |
$2.63K - $2.93K
|
593
$38.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-95- 26.1% |
$4.71K - $5.26K
|
269
$17.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-100- 46.73% |
$4.96K - $5.53K
|
114
$7.36K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-150- 1.64% |
$7.44K - $8.3K
|
9K
$581K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-161- 58.55% |
$7.98K - $8.91K
|
114
$7.36K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-170- 3.67% |
$8.43K - $9.41K
|
4.46K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-215- 4.18% |
$10.7K - $11.9K
|
4.93K
$319K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-217- 1.16% |
$10.8K - $12K
|
18.5K
$1.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-245- 2.07% |
$12.1K - $13.6K
|
11.6K
$748K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-264- 46.64% |
$13.1K - $14.6K
|
302
$19.5K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-274- 2.75% |
$13.6K - $15.2K
|
9.69K
$626K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-300- 6.95% |
$14.9K - $16.6K
|
4.02K
$260K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-348- 0.42% |
$17.3K - $19.3K
|
82.3K
$5.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-355Closed |
$17.6K - $19.6K
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-381- 59.16% |
$18.9K - $21.1K
|
263
$17K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-447- 2.57% |
$22.2K - $24.7K
|
16.9K
$1.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-460- 3.43% |
$22.8K - $25.5K
|
12.9K
$835K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-481- 81.8% |
$23.8K - $26.6K
|
107
$6.91K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-712- 6.11% |
$35.3K - $39.4K
|
10.9K
$706K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-795- 1.56% |
$39.4K - $44K
|
50K
$3.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1K- 5.67% |
$49.6K - $55.3K
|
16.6K
$1.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.38K- 16.0% |
$68.4K - $76.3K
|
7.24K
$467K
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.9K- 13.43% |
$94.2K - $105K
|
12.3K
$791K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.21K- 14.07% |
$109K - $122K
|
13.5K
$870K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-2.28K- 32.82% |
$113K - $126K
|
4.67K
$302K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.07K- 6.72% |
$202K - $225K
|
56.5K
$3.65M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-4.4K- 34.43% |
$218K - $243K
|
8.38K
$541K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-5.2K- 1.53% |
$258K - $288K
|
334K
$21.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5.71K- 10.45% |
$283K - $316K
|
49K
$3.16M
|