Latest Institutional Purchases of Invesco ETF Tr Ii Kbw Bank ETF (KBWB)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Kbw Bank ETF (KBWB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
83.8KNew |
$6.16M - $6.64M
|
83.8K
$6.45M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27.6K+ 2459.68% |
$2.03M - $2.18M
|
28.7K
$2.21M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
24.8KNew |
$1.82M - $1.96M
|
24.8K
$1.91M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
16.5KNew |
$1.21M - $1.3M
|
16.5K
$1.27M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12KNew |
$883K - $951K
|
12K
$925K
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
10.4KNew |
$768K - $827K
|
10.4K
$804K
|
|
|
Jan 21, 2026
Q4 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
5.99KNew |
$440K - $474K
|
5.99K
$461K
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.03KNew |
$370K - $398K
|
5.03K
$387K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.85KNew |
$357K - $384K
|
4.85K
$374K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.43KNew |
$252K - $271K
|
3.43K
$264K
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.1KNew |
$228K - $245K
|
3.1K
$238K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.66KNew |
$195K - $211K
|
2.66K
$205K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.42KNew |
$178K - $191K
|
2.42K
$186K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
2.2K+ 358.89% |
$162K - $174K
|
2.81K
$217K
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.72K+ 6.64% |
$127K - $136K
|
27.6K
$2.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
1.62K+ 32.62% |
$119K - $129K
|
6.6K
$508K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
974+ 1.18% |
$71.6K - $77.2K
|
83.5K
$6.43M
|
|
|
Jan 23, 2026
Q4 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
958+ 0.48% |
$70.5K - $75.9K
|
201K
$15.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
595+ 1.63% |
$43.8K - $47.1K
|
37K
$2.85M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
568+ 2.64% |
$41.8K - $45K
|
22.1K
$1.7M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
287+ 3.59% |
$21.1K - $22.7K
|
8.28K
$637K
|
|
|
Jan 20, 2026
Q4 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
185New |
$13.6K - $14.7K
|
185
$14.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
143+ 123.28% |
$10.5K - $11.3K
|
259
$19.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
135New |
$9.93K - $10.7K
|
135
$10.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
87New |
$6.4K - $6.89K
|
87
$6.7K
|
|
|
Jan 21, 2026
Q4 2025
|
Country Trust Bank
|
BUY
|
- |
50New |
$3.68K - $3.96K
|
50
$3.85K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
47+ 1.52% |
$3.46K - $3.72K
|
3.14K
$242K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
41New |
$3.02K - $3.25K
|
41
$3.16K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
34New |
$2.5K - $2.69K
|
34
$2.62K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
25New |
$1.84K - $1.98K
|
25
$1.93K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
14New |
$1.03K - $1.11K
|
14
$1.08K
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
3+ 0.1% |
$221 - $238
|
3.01K
$232K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2+ 0.01% |
$147 - $158
|
16.5K
$1.27M
|
|
| Q3 2025 | |||||||
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.61M+ 286.29% |
$331M - $367M
|
6.22M
$479M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.91M+ 83.82% |
$137M - $152M
|
4.18M
$322M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.17M+ 2620.74% |
$83.9M - $93.2M
|
1.21M
$93.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
1.07MNew |
$76.7M - $85.2M
|
1.07M
$82.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
697K+ 1754.45% |
$50M - $55.6M
|
736K
$56.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
570K+ 1408.97% |
$40.9M - $45.5M
|
610K
$47M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
521K+ 46.99% |
$37.4M - $41.6M
|
1.63M
$126M
|
|
|
Nov 12, 2025
Q3 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
311K+ 8.77% |
$22.3M - $24.8M
|
3.86M
$297M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
274K+ 9.15% |
$19.6M - $21.8M
|
3.27M
$251M
|
|
|
Oct 28, 2025
Q3 2025
|
Marks Wealth, LLC
|
BUY
|
- |
217KNew |
$15.6M - $17.3M
|
217K
$16.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
207K+ 4096.52% |
$14.9M - $16.5M
|
212K
$16.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
166K+ 35.04% |
$11.9M - $13.2M
|
639K
$49.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
154K+ 209.66% |
$11.1M - $12.3M
|
228K
$17.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
147K+ 75.18% |
$10.6M - $11.8M
|
343K
$26.4M
|
|
|
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 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
116KNew |
$8.33M - $9.26M
|
116K
$8.94M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
79.6KNew |
$5.71M - $6.35M
|
79.6K
$6.13M
|
|