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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
44New |
$3.16K - $3.51K
|
44
$3.39K
|
|
|
Nov 10, 2025
Q3 2025
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
127KNew |
$9.11M - $10.1M
|
127K
$9.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-535K- 71.75% |
$38.4M - $42.6M
|
210K
$16.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-494- 10.26% |
$35.4K - $39.4K
|
4.32K
$333K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.25KNew |
$520K - $578K
|
7.25K
$558K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.54% |
$144 - $159
|
374
$28.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
19+ 21.35% |
$1.36K - $1.52K
|
108
$8.32K
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.43KNew |
$246K - $273K
|
3.43K
$264K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-648- 23.28% |
$46.5K - $51.7K
|
2.14K
$164K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
56+ 1.84% |
$4.02K - $4.47K
|
3.1K
$238K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
760+ 34.34% |
$54.5K - $60.6K
|
2.97K
$229K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.61M+ 286.29% |
$331M - $367M
|
6.22M
$479M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-62- 14.39% |
$4.45K - $4.94K
|
369
$28.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.07K+ 6.54% |
$364K - $404K
|
82.5K
$6.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
424+ 0.79% |
$30.4K - $33.8K
|
54.1K
$4.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-79.9K- 4.18% |
$5.73M - $6.37M
|
1.83M
$141M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
22.5KNew |
$1.61M - $1.79M
|
22.5K
$1.73M
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
SELL
|
- |
-2.18K- 14.2% |
$156K - $174K
|
13.2K
$1.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
167+ 4.36% |
$12K - $13.3K
|
4K
$308K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.76KNew |
$629K - $699K
|
8.76K
$675K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.1KNew |
$796K - $884K
|
11.1K
$854K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
79.6KNew |
$5.71M - $6.35M
|
79.6K
$6.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-333- 3.62% |
$23.9K - $26.6K
|
8.88K
$684K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.4K+ 44.42% |
$892K - $992K
|
40.4K
$3.11M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
1KNew |
$71.8K - $79.7K
|
1K
$77K
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
840+ 17.63% |
$60.3K - $67K
|
5.61K
$432K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
158New |
$11.3K - $12.6K
|
158
$12.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
SELL
|
- |
-9.02K- 3.35% |
$647K - $719K
|
260K
$20M
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.66KNew |
$191K - $212K
|
2.66K
$205K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.66K+ 1.53% |
$119K - $132K
|
110K
$8.48M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.53% |
$144 - $159
|
377
$29K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
50New |
$3.59K - $3.99K
|
50
$3.85K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.77KNew |
$342K - $380K
|
4.77K
$367K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-74- 0.83% |
$5.31K - $5.9K
|
8.86K
$682K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.56K+ 13.19% |
$255K - $283K
|
30.5K
$2.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
12.9KNew |
$929K - $1.03M
|
12.9K
$997K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
400New |
$28.7K - $31.9K
|
400
$30.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.65K+ 31.34% |
$118K - $131K
|
6.9K
$532K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
284New |
$20.4K - $22.6K
|
284
$21.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
51.5KNew |
$3.7M - $4.11M
|
51.5K
$3.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-67.6K- 28.12% |
$4.85M - $5.39M
|
173K
$13.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
4.69KNew |
$336K - $374K
|
4.69K
$361K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.71K- 10.26% |
$123K - $136K
|
15K
$1.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
6New |
$431 - $478
|
6
$462
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10.2K+ 82.53% |
$734K - $815K
|
22.6K
$1.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
470+ 13.75% |
$33.7K - $37.5K
|
3.89K
$299K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
55+ 11.98% |
$3.95K - $4.39K
|
514
$39.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
3New |
$215 - $239
|
3
$231
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
36K+ 17.57% |
$2.58M - $2.87M
|
241K
$18.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
48.2K+ 19.0% |
$3.46M - $3.84M
|
302K
$23.2M
|
|