Latest Institutional Transactions on Invesco ETF Tr Ii Kbw High Div (KBWD)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Kbw High Div (KBWD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
10.3KNew |
$150K - $160K
|
10.3K
$161K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 2.5% |
$290 - $310
|
820
$12.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.78K+ 3.74% |
$25.8K - $27.6K
|
49.3K
$769K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-65- 20.97% |
$944 - $1.01K
|
245
$3.82K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
12.3KNew |
$179K - $191K
|
12.3K
$192K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-75- 16.67% |
$1.09K - $1.16K
|
375
$5.84K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
17.7KNew |
$258K - $275K
|
17.7K
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-1.7K- 13.2% |
$24.7K - $26.4K
|
11.2K
$174K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.94K+ 5.88% |
$57.2K - $61K
|
70.8K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.95K- 9.84% |
$144K - $154K
|
91.2K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.4KNew |
$282K - $302K
|
19.4K
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
26.6K+ 6.26% |
$387K - $413K
|
452K
$7.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-75- 1.53% |
$1.09K - $1.16K
|
4.83K
$75.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.74K+ 12.51% |
$54.3K - $58K
|
33.6K
$524K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-888- 4.18% |
$12.9K - $13.8K
|
20.4K
$317K
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
52K+ 12.85% |
$754K - $806K
|
456K
$7.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.11K- 9.86% |
$74.2K - $79.2K
|
46.7K
$728K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.21K- 16.26% |
$32.5K - $35.9K
|
11.4K
$177K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.29K- 27.9% |
$92.6K - $102K
|
16.3K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10K- 59.86% |
$147K - $163K
|
6.71K
$104K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.38K- 12.07% |
$20.2K - $22.4K
|
10K
$156K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.79K+ 21.71% |
$70.4K - $77.9K
|
26.8K
$418K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
17.4KNew |
$256K - $283K
|
17.4K
$271K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
518New |
$7.62K - $8.42K
|
518
$8.07K
|
|
| Q2 2024 | |||||||
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
2.96KNew |
$43.1K - $46.6K
|
2.96K
$46.1K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
553New |
$8.05K - $8.71K
|
553
$8.62K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
400New |
$5.82K - $6.3K
|
400
$6.23K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-200- 4.15% |
$2.91K - $3.15K
|
4.63K
$72.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200+ 51.28% |
$2.91K - $3.15K
|
590
$9.19K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
850New |
$12.4K - $13.4K
|
850
$13.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
1KNew |
$14.6K - $15.8K
|
1K
$15.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
800New |
$11.6K - $12.6K
|
800
$12.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
102New |
$1.48K - $1.61K
|
102
$1.59K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.55K- 46.32% |
$22.5K - $24.4K
|
1.79K
$27.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-134- 49.26% |
$1.95K - $2.11K
|
138
$2.15K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
310New |
$4.51K - $4.88K
|
310
$4.83K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.41KNew |
$64.2K - $69.4K
|
4.41K
$68.7K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.61K+ 35.63% |
$23.5K - $26.1K
|
6.14K
$95.7K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.03K+ 24.29% |
$14.9K - $16.6K
|
5.25K
$81.7K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
250KNew |
$3.64M - $4.05M
|
250K
$3.9M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
580New |
$8.44K - $9.38K
|
580
$9.04K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
500New |
$7.28K - $8.09K
|
500
$7.79K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
305+ 17.52% |
$4.44K - $4.93K
|
2.05K
$31.9K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5New |
$65.6 - $80.6
|
5
$77.9
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.9K- 70.16% |
$392K - $481K
|
12.7K
$198K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.2KNew |
$133K - $164K
|
10.2K
$158K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.01K- 61.32% |
$13.2K - $16.2K
|
634
$9.88K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.94KNew |
$25.4K - $31.2K
|
1.94K
$30.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.22K+ 5.84% |
$29.2K - $35.8K
|
40.3K
$627K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-25.5K- 65.81% |
$334K - $411K
|
13.2K
$206K
|
|