Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
48New |
$2.75K - $3.42K
|
48
$3.46K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
42New |
$2.41K - $3K
|
42
$3.03K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
26+ 0.62% |
$1.49K - $1.85K
|
4.19K
$303K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
14New |
$802 - $999
|
14
$1.01K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
10New |
$573 - $713
|
10
$722
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
9+ 14.75% |
$515 - $642
|
70
$5.05K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9+ 0.2% |
$515 - $642
|
4.41K
$318K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8New |
$458 - $571
|
8
$577
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4+ 0.04% |
$229 - $285
|
10.3K
$740K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.54% |
$115 - $143
|
371
$26.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.32% |
$57.3 - $71.3
|
318
$22.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1+ 0.0% |
$57.3 - $71.3
|
82.4K
$5.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.63% |
$57.3 - $71.3
|
159
$11.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-6- 0.04% |
$344 - $428
|
14.4K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-9- 0.08% |
$515 - $642
|
11.9K
$857K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-24- 42.11% |
$1.37K - $1.71K
|
33
$2.38K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-26- 0.22% |
$1.49K - $1.85K
|
11.8K
$853K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-39- 6.22% |
$2.23K - $2.78K
|
588
$42.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-67- 58.77% |
$3.84K - $4.78K
|
47
$3.39K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-76- 9.19% |
$4.35K - $5.42K
|
751
$54.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-79- 69.3% |
$4.52K - $5.64K
|
35
$2.53K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-81- 71.68% |
$4.64K - $5.78K
|
32
$2.31K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-100- 1.22% |
$5.73K - $7.13K
|
8.12K
$586K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-129- 1.89% |
$7.39K - $9.2K
|
6.68K
$482K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-141- 24.91% |
$8.08K - $10.1K
|
425
$30.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-175- 95.11% |
$10K - $12.5K
|
9
$649
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-194- 0.8% |
$11.1K - $13.8K
|
24.2K
$1.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-240- 5.87% |
$13.7K - $17.1K
|
3.85K
$278K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-308- 1.72% |
$17.6K - $22K
|
17.6K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-325- 2.22% |
$18.6K - $23.2K
|
14.3K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-355- 4.0% |
$20.3K - $25.3K
|
8.53K
$615K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-376- 3.37% |
$21.5K - $26.8K
|
10.8K
$778K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-400- 9.88% |
$22.9K - $28.5K
|
3.65K
$263K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-462- 11.38% |
$26.5K - $33K
|
3.6K
$260K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-477- 4.85% |
$27.3K - $34K
|
9.36K
$676K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-535- 5.93% |
$30.6K - $38.2K
|
8.48K
$612K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-543- 5.13% |
$31.1K - $38.7K
|
10.1K
$725K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-589- 3.26% |
$33.7K - $42K
|
17.5K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-595- 7.33% |
$34.1K - $42.4K
|
7.52K
$543K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-630- 7.58% |
$36.1K - $44.9K
|
7.68K
$554K
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-650- 11.84% |
$37.2K - $46.4K
|
4.84K
$349K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-737- 0.79% |
$42.2K - $52.6K
|
92.3K
$6.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-779- 11.62% |
$44.6K - $55.6K
|
5.92K
$427K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.71K- 3.52% |
$97.6K - $122K
|
46.8K
$3.37M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.94K- 29.76% |
$111K - $139K
|
4.59K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.33K- 4.15% |
$133K - $166K
|
53.9K
$3.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.3K- 10.57% |
$246K - $306K
|
36.4K
$2.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.76K- 60.78% |
$273K - $340K
|
3.07K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Fosun International LTD
|
SELL
|
- |
-5K- 50.0% |
$286K - $357K
|
5K
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.02K- 46.51% |
$345K - $429K
|
6.92K
$500K
|