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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-272- 39.71% |
$14.6K - $19.5K
|
413
$31.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.45KNew |
$184K - $247K
|
3.45K
$265K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
132New |
$7.06K - $9.45K
|
132
$10.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
821+ 12.73% |
$43.9K - $58.8K
|
7.27K
$560K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.19KNew |
$63.8K - $85.4K
|
1.19K
$91.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.83KNew |
$152K - $203K
|
2.83K
$218K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.63% |
$53.5 - $71.6
|
161
$12.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-12- 11.21% |
$642 - $859
|
95
$7.32K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
62New |
$3.32K - $4.44K
|
62
$4.77K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
140New |
$7.49K - $10K
|
140
$10.8K
|
|
| Q1 2025 | |||||||
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
153New |
$9.19K - $11K
|
153
$11.8K
|
|
|
May 15, 2025
Q1 2025
|
Pentwater Capital Management LP
Naples, FL |
BUY
|
PUT |
100KNew |
$6.01M - $7.22M
|
100K
$7.7M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
10KNew |
$601K - $722K
|
10K
$770K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
18.1KNew |
$1.09M - $1.31M
|
18.1K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
5.08KNew |
$305K - $366K
|
5.08K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26.4KNew |
$1.58M - $1.91M
|
26.4K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Aragon Global Management, LP
Miami, FL |
SELL
|
- |
-73.5K- 89.47% |
$4.41M - $5.31M
|
8.65K
$666K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-15- 42.86% |
$901 - $1.08K
|
20
$1.54K
|
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
99.7KNew |
$5.98M - $7.2M
|
99.7K
$7.67M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
75+ 750.0% |
$4.5K - $5.42K
|
85
$6.55K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.21KNew |
$373K - $448K
|
6.21K
$478K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
319New |
$19.2K - $23K
|
319
$24.6K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-716- 1.24% |
$43K - $51.7K
|
56.9K
$4.38M
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
10KNew |
$601K - $722K
|
10K
$770K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
226New |
$13.6K - $16.3K
|
226
$17.4K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-340- 3.31% |
$20.4K - $24.6K
|
9.92K
$764K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.19KNew |
$132K - $158K
|
2.19K
$169K
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-8.29K- 22.81% |
$498K - $599K
|
28.1K
$2.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.68K- 8.17% |
$161K - $193K
|
30.1K
$2.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
157New |
$9.43K - $11.3K
|
157
$12.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-38- 0.45% |
$2.28K - $2.74K
|
8.44K
$650K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24New |
$1.44K - $1.73K
|
24
$1.85K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-154- 50.0% |
$9.25K - $11.1K
|
154
$11.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1- 2.13% |
$60.1 - $72.2
|
46
$3.54K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$6.01K - $7.22K
|
100
$7.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
10.1KNew |
$607K - $730K
|
10.1K
$778K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.87KNew |
$592K - $712K
|
9.87K
$760K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
5.04K+ 8.45% |
$302K - $364K
|
64.6K
$4.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
200New |
$12K - $14.4K
|
200
$15.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
7.97K+ 45.09% |
$479K - $576K
|
25.7K
$1.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.5KNew |
$210K - $253K
|
3.5K
$270K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
861New |
$51.7K - $62.2K
|
861
$66.3K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
31.7KNew |
$1.9M - $2.29M
|
31.7K
$2.44M
|
|
| Q4 2024 | |||||||
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.25KNew |
$472K - $588K
|
8.25K
$635K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
164K+ 862.1% |
$9.41M - $11.7M
|
183K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Fosun International LTD
|
SELL
|
- |
-5K- 50.0% |
$286K - $357K
|
5K
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-650- 11.84% |
$37.2K - $46.4K
|
4.84K
$373K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.3KNew |
$475K - $592K
|
8.3K
$639K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
121KNew |
$6.95M - $8.66M
|
121K
$9.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
154+ 223.19% |
$8.82K - $11K
|
223
$17.2K
|
|