Latest Institutional Transactions on Invesco ETF Tr Ii Kbw Bank ETF (KBWB)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Kbw Bank ETF (KBWB) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-250- 1.75% |
$18.4K - $19.8K
|
14K
$1.08M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
24.8KNew |
$1.82M - $1.96M
|
24.8K
$1.91M
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-37- 49.33% |
$2.72K - $2.93K
|
38
$2.93K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.43KNew |
$252K - $271K
|
3.43K
$264K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.66KNew |
$195K - $211K
|
2.66K
$205K
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.72K+ 6.64% |
$127K - $136K
|
27.6K
$2.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
135New |
$9.93K - $10.7K
|
135
$10.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
568+ 2.64% |
$41.8K - $45K
|
22.1K
$1.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-279- 3.12% |
$20.5K - $22.1K
|
8.67K
$668K
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
1.62K+ 32.62% |
$119K - $129K
|
6.6K
$508K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
287+ 3.59% |
$21.1K - $22.7K
|
8.28K
$637K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
41New |
$3.02K - $3.25K
|
41
$3.16K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.15K- 58.36% |
$370K - $411K
|
3.68K
$283K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
25.8KNew |
$1.85M - $2.06M
|
25.8K
$1.99M
|
|
|
Dec 09, 2025
Q3 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-7.56K- 50.0% |
$543K - $603K
|
7.56K
$582K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-3- 0.75% |
$215 - $239
|
397
$30.6K
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
5.94KNew |
$426K - $474K
|
5.94K
$457K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
50KNew |
$3.59M - $3.99M
|
50K
$3.85M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
48New |
$3.44K - $3.83K
|
48
$3.7K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.1KNew |
$78.9K - $87.7K
|
1.1K
$84.7K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.95K- 93.66% |
$355K - $394K
|
335
$25.8K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
67+ 0.19% |
$4.81K - $5.34K
|
34.8K
$2.68M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-57- 3.21% |
$4.09K - $4.55K
|
1.72K
$132K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
141New |
$10.1K - $11.2K
|
141
$10.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
1.07MNew |
$76.7M - $85.2M
|
1.07M
$82.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
65.4K+ 2929.06% |
$4.69M - $5.22M
|
67.6K
$5.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.56K+ 9.62% |
$471K - $523K
|
74.8K
$5.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.16KNew |
$299K - $332K
|
4.16K
$321K
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
5.1KNew |
$366K - $407K
|
5.1K
$393K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
207K+ 4096.52% |
$14.9M - $16.5M
|
212K
$16.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
154K+ 209.66% |
$11.1M - $12.3M
|
228K
$17.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
10KNew |
$718K - $797K
|
10K
$770K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.2K+ 2.85% |
$85.8K - $95.4K
|
43.2K
$3.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-3.19K- 6.49% |
$229K - $254K
|
45.9K
$3.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.17M+ 2620.74% |
$83.9M - $93.2M
|
1.21M
$93.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.74K+ 13.17% |
$197K - $219K
|
23.6K
$1.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
48.4KNew |
$3.47M - $3.86M
|
48.4K
$3.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.39K+ 92.28% |
$459K - $510K
|
13.3K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
31K+ 140.02% |
$2.23M - $2.47M
|
53.2K
$4.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
116KNew |
$8.33M - $9.26M
|
116K
$8.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.56K- 6.65% |
$184K - $204K
|
36K
$2.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
372+ 7.67% |
$26.7K - $29.7K
|
5.22K
$402K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
697K+ 1754.45% |
$50M - $55.6M
|
736K
$56.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-149K- 16.08% |
$10.7M - $11.9M
|
777K
$59.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.66KNew |
$478K - $531K
|
6.66K
$513K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-62.8K- 64.67% |
$4.51M - $5.01M
|
34.3K
$2.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-411- 2.55% |
$29.5K - $32.8K
|
15.7K
$1.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
404+ 11.04% |
$29K - $32.2K
|
4.06K
$313K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-202K- 79.93% |
$14.5M - $16.1M
|
50.8K
$3.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
69.7K+ 198.01% |
$5M - $5.56M
|
105K
$8.08M
|
|