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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.34KNew |
$191K - $238K
|
3.34K
$257K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
25.1K+ 50.71% |
$1.44M - $1.79M
|
74.6K
$5.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4KNew |
$229K - $285K
|
4K
$308K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.76K- 60.78% |
$273K - $340K
|
3.07K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
99New |
$5.67K - $7.06K
|
99
$7.62K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.9KNew |
$166K - $207K
|
2.9K
$223K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
14New |
$802 - $999
|
14
$1.08K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.14K+ 110.77% |
$295K - $367K
|
9.79K
$754K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-477- 4.85% |
$27.3K - $34K
|
9.36K
$721K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.5KNew |
$201K - $250K
|
3.5K
$270K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.25KNew |
$243K - $303K
|
4.25K
$327K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
833New |
$47.7K - $59.4K
|
833
$64.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8New |
$458 - $571
|
8
$616
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
6.06KNew |
$347K - $432K
|
6.06K
$466K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-400- 9.88% |
$22.9K - $28.5K
|
3.65K
$281K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
615New |
$35.2K - $43.9K
|
615
$47.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.21KNew |
$184K - $229K
|
3.21K
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-325- 2.22% |
$18.6K - $23.2K
|
14.3K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
69+ 72.63% |
$3.95K - $4.92K
|
164
$12.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.25KNew |
$129K - $160K
|
2.25K
$173K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
42New |
$2.41K - $3K
|
42
$3.23K
|
|
| Q3 2024 | |||||||
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 6.25% |
$53.2 - $59.6
|
17
$1.31K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-32- 10.42% |
$1.7K - $1.91K
|
275
$21.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Perbak Capital Partners LLP
London, X0 |
SELL
|
- |
-131K- 76.04% |
$6.98M - $7.83M
|
41.4K
$3.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
4.16KNew |
$221K - $248K
|
4.16K
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.14KNew |
$326K - $366K
|
6.14K
$473K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-11.3K- 58.62% |
$599K - $672K
|
7.95K
$612K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-123K- 49.4% |
$6.52M - $7.32M
|
126K
$9.68M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
247New |
$13.1K - $14.7K
|
247
$19K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4New |
$213 - $238
|
4
$308
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
500New |
$26.6K - $29.8K
|
500
$38.5K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
38New |
$2.02K - $2.27K
|
38
$2.93K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.93K+ 1.97% |
$103K - $115K
|
100K
$7.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-293- 3.16% |
$15.6K - $17.5K
|
8.99K
$692K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-4.96K- 59.16% |
$263K - $295K
|
3.42K
$263K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-2.82K- 34.36% |
$150K - $168K
|
5.38K
$414K
|
|
|
Oct 07, 2024
Q3 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
86.9KNew |
$4.62M - $5.18M
|
86.9K
$6.69M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2025
Q2 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-185Closed |
$9.17K - $10.2K
|
0
$0
|
|
|
Aug 22, 2024
Q2 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
7.8KNew |
$387K - $432K
|
7.8K
$601K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
102KNew |
$5.04M - $5.62M
|
102K
$7.82M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
34.4KNew |
$1.71M - $1.9M
|
34.4K
$2.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-355Closed |
$17.6K - $19.6K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-300- 6.95% |
$14.9K - $16.6K
|
4.02K
$309K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-8- 44.44% |
$397 - $443
|
10
$770
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1K- 5.67% |
$49.6K - $55.3K
|
16.6K
$1.28M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
800New |
$39.7K - $44.3K
|
800
$61.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.9K- 13.43% |
$94.2K - $105K
|
12.3K
$943K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-264- 46.64% |
$13.1K - $14.6K
|
302
$23.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.26KNew |
$112K - $125K
|
2.26K
$174K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11New |
$518 - $590
|
11
$847
|
|