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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1+ 0.01% |
$71.8 - $79.7
|
16.5K
$1.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
33.3K+ 622.65% |
$2.39M - $2.66M
|
38.7K
$2.98M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
20New |
$1.44K - $1.59K
|
20
$1.54K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.7K+ 12.71% |
$122K - $135K
|
15K
$1.16M
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.43K+ 4.1% |
$103K - $114K
|
36.4K
$2.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
4.98KNew |
$357K - $397K
|
4.98K
$383K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
213+ 2.74% |
$15.3K - $17K
|
7.99K
$615K
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-24.5K- 46.23% |
$1.75M - $1.95M
|
28.4K
$2.19M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
283K+ 59.98% |
$15.1M - $20.2M
|
754K
$58M
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
23New |
$1.23K - $1.65K
|
23
$1.77K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-35- 25.93% |
$1.87K - $2.51K
|
100
$7.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
BUY
|
CALL |
438KNew |
$23.4M - $31.3M
|
438K
$33.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
CALL |
268KNew |
$14.3M - $19.2M
|
268K
$20.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-16K- 50.95% |
$857K - $1.15M
|
15.4K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.76K+ 55.1% |
$94.2K - $126K
|
4.95K
$381K
|
|
|
Aug 14, 2025
Q2 2025
|
First International Bank Of Israel Ltd.
Tel Aviv, |
BUY
|
- |
62KNew |
$3.32M - $4.44M
|
62K
$4.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
300New |
$16.1K - $21.5K
|
300
$23.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
44.1K+ 33.01% |
$2.36M - $3.16M
|
178K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ulysses Management LLC
New York, NY |
BUY
|
CALL |
25KNew |
$1.34M - $1.79M
|
25K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
26.9K+ 817.58% |
$1.44M - $1.93M
|
30.2K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.44K- 25.65% |
$77.3K - $103K
|
4.19K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
66New |
$3.53K - $4.73K
|
66
$5.08K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.15KNew |
$61.5K - $82.4K
|
1.15K
$88.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
14.8KNew |
$794K - $1.06M
|
14.8K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
323KNew |
$17.3M - $23.1M
|
323K
$24.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-18- 25.0% |
$963 - $1.29K
|
54
$4.16K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-263K- 27.52% |
$14.1M - $18.8M
|
693K
$53.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-15.7K- 73.64% |
$839K - $1.12M
|
5.61K
$432K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
100New |
$5.35K - $7.16K
|
100
$7.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Helix Partners Management LP
New York, NY |
BUY
|
- |
35KNew |
$1.87M - $2.51M
|
35K
$2.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5.27K+ 5272.0% |
$282K - $378K
|
5.37K
$414K
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
98New |
$5.24K - $7.02K
|
98
$7.55K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
60+ 1.51% |
$3.21K - $4.3K
|
4.04K
$311K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-39.8K- 80.83% |
$2.13M - $2.85M
|
9.43K
$726K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-69- 73.4% |
$3.69K - $4.94K
|
25
$1.93K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-20- 62.5% |
$1.07K - $1.43K
|
12
$924
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-20K- 32.06% |
$1.07M - $1.43M
|
42.4K
$3.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
165K+ 3328.17% |
$8.81M - $11.8M
|
170K
$13.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-16.8K- 23.43% |
$900K - $1.21M
|
55K
$4.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-51- 2.99% |
$2.73K - $3.65K
|
1.66K
$127K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
122+ 642.11% |
$6.53K - $8.74K
|
141
$10.9K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22+ 32.84% |
$1.18K - $1.58K
|
89
$6.85K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.51K- 49.82% |
$188K - $251K
|
3.53K
$272K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
326New |
$17.4K - $23.3K
|
326
$25.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.8KNew |
$150K - $201K
|
2.8K
$216K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
66New |
$3.53K - $4.73K
|
66
$5.08K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.18K- 78.05% |
$117K - $156K
|
613
$47.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-36- 8.26% |
$1.93K - $2.58K
|
400
$30.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|