Latest Institutional Purchases of Invesco ETF Tr Ii Kbw High Div (KBWD)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Kbw High Div (KBWD) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
553New |
$8.05K - $8.71K
|
553
$7.13K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
310New |
$4.51K - $4.88K
|
310
$4K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200+ 51.28% |
$2.91K - $3.15K
|
590
$7.61K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
102New |
$1.48K - $1.61K
|
102
$1.32K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
250KNew |
$3.64M - $4.05M
|
250K
$3.23M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.61K+ 35.63% |
$23.5K - $26.1K
|
6.14K
$79.2K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.03K+ 24.29% |
$14.9K - $16.6K
|
5.25K
$67.7K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
580New |
$8.44K - $9.38K
|
580
$7.48K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
500New |
$7.28K - $8.09K
|
500
$6.45K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
305+ 17.52% |
$4.44K - $4.93K
|
2.05K
$26.4K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
20KNew |
$263K - $323K
|
20K
$258K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.5KNew |
$216K - $265K
|
16.5K
$212K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.2KNew |
$133K - $164K
|
10.2K
$131K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.22K+ 5.84% |
$29.2K - $35.8K
|
40.3K
$519K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.94KNew |
$25.4K - $31.2K
|
1.94K
$25K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
11+ 91.67% |
$144 - $177
|
23
$297
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5New |
$65.6 - $80.6
|
5
$64.5
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3KNew |
$45K - $50K
|
3K
$38.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.12K+ 1.02% |
$16.8K - $18.6K
|
110K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
594New |
$8.91K - $9.9K
|
594
$7.66K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
452+ 4.02% |
$6.78K - $7.53K
|
11.7K
$151K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
50New |
$750 - $834
|
50
$645
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
37.5KNew |
$511K - $590K
|
37.5K
$484K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4.85KNew |
$66.1K - $76.2K
|
4.85K
$62.5K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
4.17KNew |
$56.9K - $65.6K
|
4.17K
$53.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.66KNew |
$36.2K - $41.8K
|
2.66K
$34.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.45KNew |
$33.4K - $38.6K
|
2.45K
$31.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
13+ 4.8% |
$177 - $204
|
284
$3.66K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7+ 3.32% |
$95.4 - $110
|
218
$2.81K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$165K - $209K
|
11.9K
$153K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.47KNew |
$62K - $78.8K
|
4.47K
$57.6K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.21K+ 5.61% |
$58.4K - $74.2K
|
79.2K
$1.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.07KNew |
$14.8K - $18.8K
|
1.07K
$13.8K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
477+ 35.6% |
$6.62K - $8.41K
|
1.82K
$23.4K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
330New |
$4.58K - $5.82K
|
330
$4.26K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
138New |
$1.92K - $2.43K
|
138
$1.78K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
89+ 0.35% |
$1.24K - $1.57K
|
25.7K
$331K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
52+ 6.33% |
$722 - $917
|
873
$11.3K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.4KNew |
$32.9K - $39.6K
|
2.4K
$31K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.9KNew |
$26.1K - $31.4K
|
1.9K
$24.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.5KNew |
$20.6K - $24.8K
|
1.5K
$19.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
653+ 2.75% |
$8.96K - $10.8K
|
24.4K
$314K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
24+ 0.12% |
$329 - $396
|
20.4K
$263K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
214K+ 27.71% |
$2.97M - $3.97M
|
987K
$12.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28KNew |
$388K - $519K
|
28K
$361K
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12KNew |
$166K - $222K
|
12K
$154K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.4K+ 2403.0% |
$33.3K - $44.6K
|
2.5K
$32.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2KNew |
$27.7K - $37.1K
|
2K
$25.8K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
692New |
$9.59K - $12.8K
|
692
$8.93K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20+ 0.19% |
$277 - $371
|
10.8K
$139K
|
|