Latest Institutional Transactions on Invesco ETF Tr Ii Kbw Premium (KBWY)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Kbw Premium (KBWY) 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 |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-12.6KClosed |
$285K - $323K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-26.6KClosed |
$603K - $683K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.46KClosed |
$33.1K - $37.5K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-11.4KClosed |
$258K - $292K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-299- 50.76% |
$6.78K - $7.68K
|
290
$4.48K
|
|
|
Jan 19, 2022
Q4 2021
|
Peak Financial Advisors LLC
|
SELL
|
- |
-12.2KClosed |
$276K - $312K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
145New |
$3.29K - $3.72K
|
145
$2.24K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.77KClosed |
$86.6K - $91.8K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
62New |
$1.42K - $1.51K
|
62
$959
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-298Closed |
$6.84K - $7.26K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5Closed |
$110 - $121
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
6New |
$132 - $145
|
6
$92.8
|
|
|
Aug 10, 2021
Q2 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-10.3KClosed |
$226K - $248K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.07KClosed |
$23.4K - $25.8K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-196Closed |
$3.98K - $4.66K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
25New |
$508 - $594
|
25
$387
|
|
|
May 10, 2021
Q1 2021
|
1776 Wealth LLC
|
SELL
|
- |
-14.1KClosed |
$287K - $335K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-550Closed |
$11.2K - $13.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-10.8KClosed |
$174K - $232K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-10KClosed |
$162K - $215K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
56New |
$907 - $1.21K
|
56
$866
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.78KClosed |
$29.4K - $34.9K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-34.9KClosed |
$577K - $684K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-573Closed |
$9.49K - $11.3K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-33.5KClosed |
$555K - $659K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 08, 2022
Q2 2020
|
Jvl Associates LLC
|
SELL
|
- |
-36KClosed |
$512K - $916K
|
0
$0
|
|
|
Sep 11, 2020
Q2 2020
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-52.7KClosed |
$749K - $1.34M
|
0
$0
|
|
|
Aug 18, 2020
Q2 2020
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-56Closed |
$796 - $1.42K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6KClosed |
$85.3K - $153K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.42KNew |
$19.8K - $45.4K
|
1.42K
$21.9K
|
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-25.5KClosed |
$355K - $817K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-25.4KClosed |
$354K - $814K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.75KClosed |
$94.1K - $216K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Pacific Sun Financial Corp
|
SELL
|
- |
-7.75KClosed |
$108K - $248K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Merit Financial Group, LLC
|
SELL
|
- |
-9.2KClosed |
$128K - $295K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-9.91KClosed |
$138K - $317K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-219KClosed |
$3.05M - $7.02M
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Raymond James Trust N.A.
|
SELL
|
- |
-23KClosed |
$320K - $735K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.79KClosed |
$94.5K - $217K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 29, 2020
Q4 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2KClosed |
$59.8K - $64.6K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-7.97KClosed |
$238K - $257K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-38.1KClosed |
$1.14M - $1.23M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.92KClosed |
$58.4K - $60.4K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-134Closed |
$4.08K - $4.22K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.33KClosed |
$223K - $231K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-10KClosed |
$305K - $315K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Concorde Asset Management, LLC
|
SELL
|
- |
-8.34KClosed |
$254K - $262K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-560Closed |
$17K - $17.6K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 16, 2019
Q2 2019
|
Advisory Alpha, LLC
|
SELL
|
- |
-385Closed |
N/A
|
0
$0
|
|