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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2021
Q1 2021
|
Nicholas Company, Inc.
|
SELL
|
- |
-22.4KClosed |
$1.06M - $1.48M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-555Closed |
$26.2K - $36.7K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
3.8KNew |
$179K - $252K
|
3.8K
$235K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
PUT |
-2.71KClosed |
$87.2K - $129K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-362Closed |
$11.6K - $17.2K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-753Closed |
$23.1K - $28.9K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-350Closed |
$10.3K - $15.1K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-990Closed |
$27.3K - $53.5K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.79KClosed |
$104K - $205K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Stone X Group Inc.
|
SELL
|
- |
-5.66KClosed |
$156K - $306K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Diligent Investors, LLC
|
SELL
|
- |
-3.87KClosed |
$107K - $209K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-3.82KClosed |
$105K - $206K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Barclays PLC
London, X0 |
SELL
|
- |
-8Closed |
$393 - $412
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-200Closed |
$9.83K - $10.3K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-100Closed |
$4.91K - $5.15K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.04KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-250- 3.13% |
N/A
|
7.75K
$480K
|
|
|
Aug 12, 2019
Q2 2019
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-4.84KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-214Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.1KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Fifth Third Bancorp
|
SELL
|
- |
-625Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-15.3KClosed |
N/A
|
0
$0
|
|
|
Apr 10, 2019
Q1 2019
|
Bouchey Financial Group LTD
|
SELL
|
- |
-150KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-175Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-620Closed |
N/A
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Optimum Investment Advisors
|
SELL
|
- |
-700Closed |
N/A
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-7Closed |
N/A
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Hudock, Inc.
|
SELL
|
- |
-136Closed |
N/A
|
0
$0
|
|
|
Jan 22, 2019
Q4 2018
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-57.3KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Scotia Capital Inc.
|
BUY
|
- |
6.99KNew |
N/A
|
6.99K
$433K
|
|
|
Nov 14, 2018
Q3 2018
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-91Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$62
|
|