Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-3.81M- 98.67% |
$141M - $168M
|
51.3K
$3.68M
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-32.1K- 39.6% |
$1.19M - $1.41M
|
49K
$3.51M
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-26.1KClosed |
$965K - $1.15M
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-7.8K- 60.94% |
$289K - $343K
|
5K
$359K
|
|
Aug 14, 2023
Q2 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-1.1K- 0.45% |
$40.7K - $48.3K
|
241K
$17.3M
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-502- 89.48% |
$18.6K - $22.1K
|
59
$4.23K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-15- 0.22% |
$555 - $659
|
6.85K
$491K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-15- 1.0% |
$555 - $659
|
1.48K
$106K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-26.6KClosed |
$1.06M - $1.57M
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-15.2K- 69.46% |
$604K - $896K
|
6.66K
$478K
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-10.5K- 20.46% |
$419K - $621K
|
40.8K
$2.93M
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-5.7K- 31.81% |
$227K - $337K
|
12.2K
$876K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-498- 66.49% |
$19.9K - $29.4K
|
251
$18K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-374Closed |
$14.9K - $22.1K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-361- 2.87% |
$14.4K - $21.3K
|
12.2K
$877K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-44- 18.8% |
$1.75K - $2.6K
|
190
$13.6K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-40- 45.98% |
$1.59K - $2.36K
|
47
$3.37K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-15.8K- 4.81% |
$766K - $892K
|
312K
$22.4M
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-1.6K- 3.89% |
$77.7K - $90.5K
|
39.5K
$2.84M
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-172- 2.1% |
$8.35K - $9.72K
|
8.01K
$574K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 8.76% |
$583 - $678
|
125
$8.96K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-333K- 76.75% |
$16.3M - $19.8M
|
101K
$7.22M
|
|
Oct 19, 2022
Q3 2022
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-125K- 75.76% |
$6.14M - $7.43M
|
40K
$2.87M
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-29K- 99.09% |
$1.42M - $1.72M
|
265
$19K
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-3.85K- 46.15% |
$189K - $228K
|
4.49K
$322K
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-373Closed |
$18.3K - $22.2K
|
0
$0
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-280- 4.76% |
$13.8K - $16.6K
|
5.6K
$402K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Sculptor Capital LP
New York, NY |
SELL
|
- |
-1.12MClosed |
$57.7M - $70.6M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-134KClosed |
$6.88M - $8.42M
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-34.6KClosed |
$1.78M - $2.17M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-29.9KClosed |
$1.54M - $1.88M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-20.9KClosed |
$1.07M - $1.31M
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-13.7KClosed |
$703K - $861K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.1KClosed |
$519K - $634K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.43KClosed |
$382K - $468K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.41KClosed |
$381K - $466K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-7.04KClosed |
$362K - $443K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Granger Management LLC
|
SELL
|
- |
-5.52K- 20.07% |
$284K - $347K
|
22K
$1.58M
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.04KClosed |
$259K - $317K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.44KClosed |
$228K - $279K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
SELL
|
- |
-4.4KClosed |
$226K - $277K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-3.79KClosed |
$195K - $239K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.58KClosed |
$184K - $225K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-3.55KClosed |
$182K - $223K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.72K- 26.41% |
$88.4K - $108K
|
4.79K
$343K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.1KClosed |
$56.7K - $69.3K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.01K- 90.98% |
$51.9K - $63.5K
|
100
$7.17K
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-881- 65.31% |
$45.3K - $55.4K
|
468
$33.6K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-535Closed |
$27.5K - $33.7K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-250Closed |
$12.9K - $15.7K
|
0
$0
|