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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
366New |
$13.4K - $18.2K
|
366
$28.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
194New |
$7.13K - $9.66K
|
194
$14.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
96New |
$3.53K - $4.78K
|
96
$7.39K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
89New |
$3.27K - $4.43K
|
89
$6.85K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
74New |
$2.72K - $3.69K
|
74
$5.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
62New |
$2.28K - $3.09K
|
62
$4.77K
|
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
60New |
$2.2K - $2.99K
|
60
$4.62K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
21New |
$772 - $1.05K
|
21
$1.62K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
10+ 333.33% |
$367 - $498
|
13
$1K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
2New |
$73.5 - $99.6
|
2
$154
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
4.97M+ 599.01% |
$196M - $228M
|
5.8M
$447M
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
50.3KNew |
$1.99M - $2.3M
|
50.3K
$3.87M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.5KNew |
$534K - $619K
|
13.5K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.25K+ 7.72% |
$247K - $286K
|
87.2K
$6.71M
|
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
875+ 5.49% |
$34.6K - $40.1K
|
16.8K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
600New |
$23.7K - $27.5K
|
600
$46.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
46New |
$1.82K - $2.11K
|
46
$3.54K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
28New |
$1.11K - $1.28K
|
28
$2.16K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3New |
$119 - $137
|
3
$231
|
|
| Q2 2023 | |||||||
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
124K+ 17.16% |
$4.59M - $5.45M
|
847K
$65.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
44.5KNew |
$1.65M - $1.96M
|
44.5K
$3.43M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
13.5KNew |
$500K - $594K
|
13.5K
$1.04M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
9.2KNew |
$340K - $404K
|
9.2K
$708K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.5K+ 17.73% |
$92.5K - $110K
|
16.6K
$1.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
408New |
$15.1K - $17.9K
|
408
$31.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
270+ 1.11% |
$9.99K - $11.9K
|
24.5K
$1.89M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13New |
$481 - $571
|
13
$1K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
12+ 0.61% |
$444 - $527
|
1.99K
$153K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
10New |
$370 - $439
|
10
$770
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
119KNew |
$4.76M - $7.06M
|
119K
$9.19M
|
|
|
May 15, 2023
Q1 2023
|
Interval Partners, LP
New York, NY |
BUY
|
- |
68.7KNew |
$2.74M - $4.06M
|
68.7K
$5.29M
|
|
|
Apr 27, 2023
Q1 2023
|
Jcsd Capital, LLC
|
BUY
|
- |
43KNew |
$1.71M - $2.54M
|
43K
$3.31M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
20KNew |
$798K - $1.18M
|
20K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
18KNew |
$717K - $1.06M
|
18K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
CALL |
15KNew |
$598K - $887K
|
15K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
11.8KNew |
$472K - $699K
|
11.8K
$911K
|
|
|
May 15, 2023
Q1 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
5.95KNew |
$237K - $352K
|
5.95K
$458K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.75KNew |
$229K - $340K
|
5.75K
$443K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.21KNew |
$208K - $308K
|
5.21K
$401K
|
|
|
May 12, 2023
Q1 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
PUT |
5KNew |
$199K - $296K
|
5K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
4.1KNew |
$163K - $242K
|
4.1K
$316K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
1.83KNew |
$73K - $108K
|
1.83K
$141K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
250New |
$9.97K - $14.8K
|
250
$19.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
17+ 0.8% |
$678 - $1.01K
|
2.13K
$164K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
87.7K+ 125.88% |
$4.26M - $4.96M
|
157K
$12.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
35.2KNew |
$1.71M - $1.99M
|
35.2K
$2.71M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
29.9KNew |
$1.45M - $1.69M
|
29.9K
$2.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
10.3KNew |
$502K - $585K
|
10.3K
$796K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.77KNew |
$329K - $382K
|
6.77K
$521K
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
6.44KNew |
$313K - $364K
|
6.44K
$496K
|
|