Purchases and Sales Made in Q1 2024 in Invesco ETF Tr Ii Kbw Bank ETF (KBWB)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Bank ETF (KBWB) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II KBW BANK ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
381K+ 96.04% |
$17.9M - $20.4M
|
777K
$50.2M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
381K+ 96.04% |
$17.9M - $20.4M
|
777K
$50.2M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
354K+ 22.25% |
$16.7M - $19M
|
1.95M
$126M
|
|
|
May 09, 2024
Q1 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
260KNew |
$12.2M - $14M
|
260K
$16.8M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
224K+ 54.01% |
$10.6M - $12M
|
640K
$41.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
214KNew |
$10.1M - $11.5M
|
214K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
132K+ 25.95% |
$6.21M - $7.08M
|
640K
$41.3M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
110K+ 133.84% |
$5.19M - $5.91M
|
193K
$12.4M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
96.9KNew |
$4.56M - $5.2M
|
96.9K
$6.26M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
80.8K+ 356.0% |
$3.8M - $4.34M
|
103K
$6.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
70.2K+ 65.27% |
$3.31M - $3.77M
|
178K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
54.7KNew |
$2.57M - $2.93M
|
54.7K
$3.53M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.7K+ 5.09% |
$1.77M - $2.02M
|
777K
$50.2M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
35.4K+ 34.59% |
$1.67M - $1.9M
|
138K
$8.9M
|
|
|
Apr 23, 2024
Q1 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
25.5K+ 27.14% |
$1.2M - $1.37M
|
120K
$7.72M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
23.5KNew |
$1.11M - $1.26M
|
23.5K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
21.1KNew |
$991K - $1.13M
|
21.1K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
20.5KNew |
$964K - $1.1M
|
20.5K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
15.1KNew |
$710K - $810K
|
15.1K
$974K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.6K+ 18.66% |
$687K - $783K
|
92.8K
$5.99M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
12.7KNew |
$597K - $681K
|
12.7K
$819K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.8K+ 1.75% |
$507K - $578K
|
628K
$40.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
6.74KNew |
$317K - $362K
|
6.74K
$435K
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
5.49KNew |
$258K - $295K
|
5.49K
$355K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.87KNew |
$182K - $208K
|
3.87K
$250K
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
3.78KNew |
$178K - $203K
|
3.78K
$244K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
2.56K+ 0.54% |
$120K - $137K
|
480K
$31M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.08K+ 148.57% |
$97.9K - $112K
|
3.48K
$225K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.76K+ 17.01% |
$82.8K - $94.4K
|
12.1K
$782K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
1.72K+ 2.13% |
$81K - $92.3K
|
82.6K
$5.33M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.58K+ 12.98% |
$74.5K - $84.9K
|
13.8K
$889K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.41K+ 5.93% |
$66.3K - $75.6K
|
25.2K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
989+ 9.28% |
$46.5K - $53.1K
|
11.6K
$752K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
617+ 5.84% |
$29K - $33.1K
|
11.2K
$722K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
305New |
$14.4K - $16.4K
|
305
$19.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
300New |
$14.1K - $16.1K
|
300
$19.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
168+ 420.0% |
$7.9K - $9.01K
|
208
$13.4K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
115New |
$5.41K - $6.17K
|
115
$7.43K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
114New |
$5.36K - $6.12K
|
114
$7.36K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
106+ 51.46% |
$4.99K - $5.69K
|
312
$20.1K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
82+ 0.83% |
$3.86K - $4.4K
|
9.97K
$644K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
43+ 7.13% |
$2.02K - $2.31K
|
646
$41.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
33+ 0.25% |
$1.55K - $1.77K
|
13.4K
$865K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
26New |
$1.22K - $1.4K
|
26
$1.68K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11New |
$518 - $590
|
11
$710
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11+ 0.67% |
$518 - $590
|
1.66K
$107K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 80.0% |
$376 - $429
|
18
$1.16K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6+ 0.05% |
$282 - $322
|
11.8K
$763K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.83% |
$141 - $161
|
363
$23.4K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.68% |
$94.1 - $107
|
298
$19.2K
|