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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14+ 0.11% |
$215 - $275
|
12.4K
$194K
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12KNew |
$184K - $235K
|
12K
$187K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.4KNew |
$21.5K - $27.5K
|
1.4K
$21.8K
|
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-228KClosed |
$3.5M - $4.48M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-10.2KClosed |
$157K - $201K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
2.01K+ 13.94% |
$30.9K - $39.5K
|
16.4K
$256K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.4KClosed |
$21.5K - $27.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-725Closed |
$11.2K - $14.2K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-11.8KClosed |
$181K - $232K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-13.4KClosed |
$206K - $263K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-47Closed |
$723 - $924
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-28.4KClosed |
$526K - $597K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-568Closed |
$10.5K - $11.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.89KNew |
$35K - $39.7K
|
1.89K
$29.4K
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
50.2KNew |
$931K - $1.06M
|
50.2K
$782K
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10KClosed |
$186K - $210K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-15.7KClosed |
$292K - $331K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-6KClosed |
$111K - $126K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.8KClosed |
$219K - $248K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
475New |
$8.82K - $9.99K
|
475
$7.4K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-400Closed |
$7.71K - $8.62K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-74.1KClosed |
$1.43M - $1.6M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
725New |
$14K - $15.6K
|
725
$11.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-11.3KClosed |
$218K - $243K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.91KClosed |
$75.4K - $84.3K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-3.8KClosed |
$73.2K - $81.9K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-333Closed |
$6.42K - $7.17K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-200Closed |
$3.93K - $4.17K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.41KClosed |
$86.7K - $92K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
75.7KNew |
$1.49M - $1.58M
|
75.7K
$1.18M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.32KClosed |
$144K - $153K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1KNew |
$16.3K - $20.1K
|
1K
$15.6K
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-940Closed |
$15.3K - $18.9K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-216KClosed |
$2.84M - $3.62M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-425Closed |
$5.59K - $7.13K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-49Closed |
$644 - $822
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
12KNew |
$158K - $201K
|
12K
$187K
|
|
|
Jan 19, 2021
Q4 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-3KClosed |
$39.5K - $50.3K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.08KClosed |
$89.5K - $102K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-4KClosed |
$37.1K - $63.3K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Feb 10, 2021
Q1 2020
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-9.97KClosed |
$97.5K - $229K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-442Closed |
$4.32K - $10.1K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-603Closed |
$5.9K - $13.8K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-450Closed |
$4.4K - $10.3K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-19.6KClosed |
$192K - $449K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Arrow Financial Corp
|
BUY
|
- |
1.78KNew |
$17.4K - $40.8K
|
1.78K
$27.7K
|
|
|
Apr 08, 2020
Q1 2020
|
Tsfg, LLC
|
BUY
|
- |
1.2KNew |
$11.7K - $27.5K
|
1.2K
$18.7K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
744New |
$15.1K - $16.4K
|
744
$11.6K
|
|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-300Closed |
$6.07K - $6.62K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-11.7KClosed |
$237K - $258K
|
0
$0
|
|