Latest Institutional Transactions on Invesco ETF Tr Ii Kbw Property (KBWP)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Kbw Property (KBWP) 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-951- 12.3% |
$95.9K - $110K
|
6.78K
$787K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 2.86% |
$101 - $116
|
36
$4.18K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.23% |
$303 - $348
|
1.33K
$154K
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.51K+ 247.28% |
$455K - $523K
|
6.33K
$735K
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
62.5K+ 5.92% |
$6.31M - $7.25M
|
1.12M
$130M
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.93K- 25.75% |
$194K - $224K
|
5.56K
$645K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.84K+ 253.78% |
$589K - $677K
|
8.14K
$944K
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
98.1KNew |
$9.89M - $11.4M
|
98.1K
$11.4M
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
386+ 175.45% |
$38.8K - $41.6K
|
606
$70.3K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.8KNew |
$1.9M - $2.03M
|
18.8K
$2.19M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.02KNew |
$505K - $540K
|
5.02K
$582K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
50New |
$5.03K - $5.39K
|
50
$5.8K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
104New |
$10.5K - $11.2K
|
104
$12.1K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
35New |
$3.52K - $3.77K
|
35
$4.06K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-4- 1.81% |
$402 - $431
|
217
$25.2K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$10.1K - $10.8K
|
100
$11.6K
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-444- 15.33% |
$44.7K - $47.8K
|
2.45K
$285K
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-1.5K- 11.17% |
$150K - $161K
|
11.9K
$1.38M
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 2.0% |
$101 - $108
|
51
$5.92K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.98KNew |
$731K - $860K
|
7.98K
$926K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
25New |
$2.29K - $2.69K
|
25
$2.9K
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
200New |
$18.3K - $21.6K
|
200
$23.2K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.67KNew |
$245K - $288K
|
2.67K
$310K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
3.52KNew |
$323K - $380K
|
3.52K
$409K
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
29+ 1.18% |
$2.66K - $3.12K
|
2.49K
$289K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.23K+ 26.18% |
$113K - $133K
|
5.93K
$688K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1New |
$91.6 - $108
|
1
$116
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
97New |
$8.88K - $10.5K
|
97
$11.3K
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-926- 29.14% |
$84.8K - $99.8K
|
2.25K
$261K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.82K- 77.46% |
$167K - $196K
|
530
$61.5K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-525- 19.71% |
$48.1K - $56.6K
|
2.14K
$248K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.2KNew |
$265K - $296K
|
3.2K
$371K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
18.8KNew |
$1.55M - $1.73M
|
18.8K
$2.18M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
62New |
$5.14K - $5.73K
|
62
$7.19K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
798New |
$66.1K - $73.8K
|
798
$92.6K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
29New |
$2.31K - $2.5K
|
29
$3.36K
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
43.4KNew |
$3.46M - $3.75M
|
43.4K
$5.04M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.04K+ 96.87% |
$481K - $522K
|
12.3K
$1.43M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.28KNew |
$261K - $283K
|
3.28K
$380K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
30+ 43.48% |
$2.39K - $2.59K
|
99
$11.5K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
470+ 16.54% |
$37.4K - $40.6K
|
3.31K
$384K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-1.4K- 32.56% |
$110K - $120K
|
2.9K
$336K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
303New |
$23.9K - $25.9K
|
303
$35.2K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.9K- 41.5% |
$229K - $248K
|
4.09K
$474K
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
73+ 1.99% |
$5.76K - $6.24K
|
3.74K
$434K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
25New |
$1.97K - $2.14K
|
25
$2.9K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
213+ 1.7% |
$16.8K - $18.2K
|
12.7K
$1.48M
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
334New |
$26.5K - $30.5K
|
334
$38.8K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.49K- 87.98% |
$197K - $228K
|
340
$39.5K
|