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 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
3.01KNew |
$216K - $240K
|
3.01K
$231K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
539+ 13.96% |
$38.7K - $43K
|
4.4K
$339K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10+ 25.64% |
$718 - $797
|
49
$3.77K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.7K- 21.12% |
$836K - $929K
|
43.5K
$3.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-375- 6.13% |
$26.9K - $29.9K
|
5.74K
$442K
|
|
|
Oct 30, 2025
Q3 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
256+ 1.98% |
$18.4K - $20.4K
|
13.2K
$1.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
1+ 0.03% |
$71.8 - $79.7
|
3.55K
$273K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.9M- 33.99% |
$136M - $152M
|
3.69M
$284M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-996- 7.18% |
$71.5K - $79.4K
|
12.9K
$991K
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
570K+ 1408.97% |
$40.9M - $45.5M
|
610K
$47M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.91M+ 83.82% |
$137M - $152M
|
4.18M
$322M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-497- 12.04% |
$35.7K - $39.6K
|
3.63K
$280K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.4K- 27.34% |
$100K - $112K
|
3.72K
$286K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
39New |
$2.8K - $3.11K
|
39
$3K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-17.6K- 6.22% |
$1.26M - $1.4M
|
266K
$20.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-59.2K- 47.46% |
$4.25M - $4.72M
|
65.5K
$5.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.04K+ 0.97% |
$74.3K - $82.6K
|
108K
$8.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Marks Wealth, LLC
|
BUY
|
- |
217KNew |
$15.6M - $17.3M
|
217K
$16.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-74- 2.33% |
$5.31K - $5.9K
|
3.1K
$239K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-137- 0.97% |
$9.83K - $10.9K
|
13.9K
$1.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-237- 0.29% |
$17K - $18.9K
|
81.8K
$6.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.64KNew |
$189K - $210K
|
2.64K
$203K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.07K+ 5.22% |
$76.6K - $85.1K
|
21.5K
$1.66M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-726- 10.21% |
$52.1K - $57.9K
|
6.39K
$492K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3New |
$215 - $239
|
3
$231
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.12KNew |
$583K - $648K
|
8.12K
$625K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.4K- 48.28% |
$1.39M - $1.55M
|
20.8K
$1.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
7.19K+ 38.4% |
$516K - $573K
|
25.9K
$1.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6- 4.92% |
$431 - $478
|
116
$8.93K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-852- 0.91% |
$61.1K - $67.9K
|
92.5K
$7.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.02K+ 19.62% |
$73.4K - $81.6K
|
6.24K
$480K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.01K- 17.61% |
$144K - $160K
|
9.39K
$723K
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-372- 0.88% |
$26.7K - $29.7K
|
41.9K
$3.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
3.93KNew |
$282K - $313K
|
3.93K
$303K
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
401+ 1.48% |
$28.8K - $32K
|
27.5K
$2.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4- 0.05% |
$287 - $319
|
7.88K
$606K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
37+ 0.57% |
$2.65K - $2.95K
|
6.54K
$503K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-225- 1.91% |
$16.1K - $17.9K
|
11.6K
$891K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-266- 23.01% |
$19.1K - $21.2K
|
890
$68.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-807- 8.27% |
$57.9K - $64.4K
|
8.95K
$689K
|
|
|
Oct 16, 2025
Q3 2025
|
Collar Capital Management, LLC
Appleton, WI |
SELL
|
- |
-10- 0.34% |
$718 - $797
|
2.96K
$228K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31+ 9.12% |
$2.22K - $2.47K
|
371
$28.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-73- 2.24% |
$5.24K - $5.82K
|
3.18K
$245K
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
2.47K+ 1.25% |
$178K - $197K
|
200K
$15.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
329+ 1.08% |
$23.6K - $26.2K
|
30.9K
$2.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-485- 5.57% |
$34.8K - $38.7K
|
8.22K
$633K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-122- 9.81% |
$8.75K - $9.73K
|
1.12K
$86.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.57K+ 5.48% |
$112K - $125K
|
30.1K
$2.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
4New |
$287 - $319
|
4
$308
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-515- 15.46% |
$37K - $41.1K
|
2.82K
$217K
|
|