Latest Institutional Transactions on Invesco ETF Tr Ii Kbw Regional (KBWR)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Kbw Regional (KBWR) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-1.12K- 82.5% |
$48K - $58.1K
|
238
$14.7K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
240New |
$9.26K - $11.3K
|
240
$14.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-650- 20.0% |
$25.1K - $30.6K
|
2.6K
$161K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
BUY
|
- |
65.7KNew |
$2.54M - $3.1M
|
65.7K
$4.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
4.2KNew |
$162K - $198K
|
4.2K
$260K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
50New |
$1.93K - $2.36K
|
50
$3.1K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.8KNew |
$210K - $241K
|
3.8K
$235K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-46- 37.7% |
$2.54K - $2.92K
|
76
$4.71K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.21KNew |
$343K - $394K
|
6.21K
$385K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.7KNew |
$425K - $489K
|
7.7K
$477K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
583New |
$32.2K - $37K
|
583
$36.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.81KNew |
$210K - $242K
|
3.81K
$236K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-116- 2.4% |
$6.4K - $7.36K
|
4.72K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
522New |
$28.8K - $33.1K
|
522
$32.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
99New |
$5.46K - $6.28K
|
99
$6.13K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
5+ 0.14% |
$276 - $317
|
3.64K
$226K
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
BUY
|
- |
25+ 0.67% |
$1.38K - $1.59K
|
3.73K
$231K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
25New |
$1.38K - $1.59K
|
25
$1.55K
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-20.3K- 33.6% |
$1.12M - $1.29M
|
40.1K
$2.49M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100New |
$5.52K - $6.35K
|
100
$6.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
61New |
$3.37K - $3.87K
|
61
$3.78K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.36KNew |
$75.1K - $86.3K
|
1.36K
$84.3K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
73+ 1.65% |
$3.82K - $4.62K
|
4.5K
$279K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
69New |
$3.61K - $4.36K
|
69
$4.27K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
73New |
$3.82K - $4.62K
|
73
$4.52K
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
5.75KNew |
$301K - $363K
|
5.75K
$356K
|
|
|
Oct 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
BUY
|
- |
46.2KNew |
$2.42M - $2.92M
|
46.2K
$2.86M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-35.4KClosed |
$1.85M - $2.16M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.46K- 28.22% |
$390K - $454K
|
19K
$1.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-306Closed |
$16K - $18.6K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
40New |
$2.09K - $2.44K
|
40
$2.48K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-1.6KClosed |
$83.6K - $97.4K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-45.9KClosed |
$2.4M - $2.79M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
425New |
$25.6K - $29.7K
|
425
$26.3K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-266Closed |
$16K - $18.6K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-700- 16.85% |
$42.1K - $49K
|
3.46K
$214K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-220Closed |
$13.2K - $15.4K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-10Closed |
$602 - $700
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.22KClosed |
$132K - $148K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
300New |
$17.9K - $19.9K
|
300
$18.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-120Closed |
$7.16K - $7.98K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
271New |
$16.2K - $18K
|
271
$16.8K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
100New |
$5.49K - $6.21K
|
100
$6.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
6.8KNew |
$373K - $422K
|
6.8K
$421K
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.12K+ 11200.0% |
$65.5K - $73.3K
|
1.13K
$70K
|
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3Closed |
$176 - $196
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200Closed |
$11.7K - $13.1K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-136KClosed |
$7.97M - $8.92M
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.5KClosed |
$439K - $491K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-500Closed |
$23.6K - $33.1K
|
0
$0
|
|