Purchases and Sales Made in Q3 2023 in Invesco ETF Tr Ii Solar ETF (TAN)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Solar ETF (TAN) during Q3 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II SOLAR ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
69+ 2.12% |
$3.57K - $5.07K
|
3.32K
$122K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
56+ 2.29% |
$2.89K - $4.12K
|
2.5K
$92K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
47New |
$2.43K - $3.46K
|
47
$1.73K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
15New |
$775 - $1.1K
|
15
$552
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
12+ 1.17% |
$620 - $883
|
1.04K
$38.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6+ 7.89% |
$310 - $441
|
82
$3.02K
|
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
4+ 0.0% |
$207 - $294
|
85.7K
$3.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3New |
$155 - $221
|
3
$110
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1+ 0.08% |
$51.7 - $73.6
|
1.22K
$45K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3- 3.37% |
$155 - $221
|
86
$3.17K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11- 0.28% |
$568 - $809
|
3.93K
$145K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15- 1.04% |
$775 - $1.1K
|
1.42K
$52.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-15- 2.24% |
$775 - $1.1K
|
654
$24.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-35- 2.53% |
$1.81K - $2.57K
|
1.35K
$49.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-35- 0.38% |
$1.81K - $2.57K
|
9.15K
$337K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-37- 0.51% |
$1.91K - $2.72K
|
7.23K
$266K
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-50- 1.06% |
$2.58K - $3.68K
|
4.68K
$173K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-50- 1.31% |
$2.58K - $3.68K
|
3.78K
$139K
|
|
|
Oct 16, 2023
Q3 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-54- 0.72% |
$2.79K - $3.97K
|
7.42K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-69- 18.96% |
$3.57K - $5.07K
|
295
$10.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-78- 1.54% |
$4.03K - $5.74K
|
5K
$184K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-78- 41.49% |
$4.03K - $5.74K
|
110
$4.05K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-81- 47.65% |
$4.19K - $5.96K
|
89
$3.28K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-100- 4.13% |
$5.17K - $7.36K
|
2.32K
$85.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-106- 79.1% |
$5.48K - $7.8K
|
28
$1.03K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-118- 11.4% |
$6.1K - $8.68K
|
917
$33.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-135- 74.59% |
$6.98K - $9.93K
|
46
$1.69K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-162- 14.89% |
$8.37K - $11.9K
|
926
$34.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-200- 15.9% |
$10.3K - $14.7K
|
1.06K
$39K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-205- 4.2% |
$10.6K - $15.1K
|
4.67K
$172K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-210- 4.1% |
$10.9K - $15.4K
|
4.91K
$181K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-231- 10.02% |
$11.9K - $17K
|
2.07K
$76.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-250- 8.54% |
$12.9K - $18.4K
|
2.68K
$98.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-275- 2.52% |
$14.2K - $20.2K
|
10.6K
$392K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-277- 6.67% |
$14.3K - $20.4K
|
3.88K
$143K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-300- 0.84% |
$15.5K - $22.1K
|
35.5K
$1.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-345- 22.19% |
$17.8K - $25.4K
|
1.21K
$44.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-347- 2.2% |
$17.9K - $25.5K
|
15.5K
$569K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-387- 4.1% |
$20K - $28.5K
|
9.05K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-392- 9.01% |
$20.3K - $28.8K
|
3.96K
$146K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-394- 1.81% |
$20.4K - $29K
|
21.3K
$786K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-400- 83.68% |
$20.7K - $29.4K
|
78
$2.87K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-400- 4.29% |
$20.7K - $29.4K
|
8.93K
$329K
|
|
|
Oct 18, 2023
Q3 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-412- 0.61% |
$21.3K - $30.3K
|
66.8K
$2.46M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-440- 6.88% |
$22.7K - $32.4K
|
5.96K
$219K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-485- 8.04% |
$25.1K - $35.7K
|
5.55K
$204K
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-530- 9.85% |
$27.4K - $39K
|
4.85K
$179K
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-565- 3.34% |
$29.2K - $41.6K
|
16.3K
$602K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-587- 9.19% |
$30.3K - $43.2K
|
5.8K
$214K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-600- 6.42% |
$31K - $44.1K
|
8.75K
$322K
|