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 |
---|---|---|---|---|---|---|---|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-625- 15.34% |
$32.3K - $46K
|
3.45K
$127K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-679- 2.94% |
$35.1K - $49.9K
|
22.4K
$825K
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-685- 11.71% |
$35.4K - $50.4K
|
5.17K
$190K
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-965- 55.08% |
$49.9K - $71K
|
787
$29K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.16K- 89.72% |
$60K - $85.4K
|
133
$4.9K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.19K- 10.29% |
$61.3K - $87.3K
|
10.4K
$381K
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.51K- 0.95% |
$78K - $111K
|
157K
$5.8M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.52K- 9.1% |
$78.4K - $112K
|
15.1K
$558K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.61K- 3.54% |
$83.3K - $118K
|
43.9K
$1.62M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.65K- 1.89% |
$85.3K - $121K
|
85.7K
$3.16M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.66K- 15.21% |
$85.8K - $122K
|
9.26K
$341K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.7K- 55.85% |
$87.9K - $125K
|
1.34K
$49.5K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.7K- 55.85% |
$87.9K - $125K
|
1.34K
$49.5K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.27K- 6.61% |
$117K - $167K
|
32K
$1.18M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.29K- 71.36% |
$118K - $169K
|
920
$33.9K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.58K- 3.45% |
$133K - $189K
|
72.1K
$2.66M
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.6K- 17.96% |
$134K - $191K
|
11.9K
$438K
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.6K- 17.96% |
$134K - $191K
|
11.9K
$438K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.12K- 46.36% |
$161K - $230K
|
3.61K
$133K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.24K- 23.09% |
$167K - $238K
|
10.8K
$397K
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.31K- 34.2% |
$171K - $244K
|
6.37K
$235K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.66K- 87.99% |
$189K - $269K
|
499
$18.4K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.02K- 48.58% |
$208K - $296K
|
4.26K
$157K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-4.9K- 69.54% |
$253K - $360K
|
2.15K
$79K
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-4.98K- 74.25% |
$257K - $366K
|
1.73K
$63.5K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.6K- 44.32% |
$290K - $412K
|
7.04K
$259K
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-6.62K- 84.39% |
$342K - $487K
|
1.23K
$45.1K
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-6.73K- 42.08% |
$348K - $495K
|
9.27K
$341K
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-9.63K- 81.47% |
$497K - $708K
|
2.19K
$80.6K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.4K- 26.67% |
$537K - $764K
|
28.6K
$1.05M
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-10.8K- 54.37% |
$560K - $796K
|
9.09K
$335K
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-11K- 75.34% |
$568K - $808K
|
3.6K
$133K
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-11.2K- 40.97% |
$580K - $826K
|
16.2K
$596K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.5K- 15.3% |
$905K - $1.29M
|
97K
$3.57M
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-17.5K- 22.22% |
$906K - $1.29M
|
61.4K
$2.26M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-19.7K- 45.2% |
$1.02M - $1.45M
|
23.9K
$880K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.3K- 12.23% |
$1.05M - $1.49M
|
146K
$5.36M
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-22K- 8.17% |
$1.14M - $1.62M
|
247K
$9.1M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23.3K- 42.23% |
$1.2M - $1.71M
|
31.8K
$1.17M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-26.7K- 68.96% |
$1.38M - $1.97M
|
12K
$443K
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-46.2K- 34.86% |
$2.39M - $3.4M
|
86.3K
$3.18M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-51.3K- 60.54% |
$2.65M - $3.77M
|
33.4K
$1.23M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-53.4K- 60.12% |
$2.76M - $3.93M
|
35.4K
$1.3M
|
|
Nov 13, 2023
Q3 2023
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-68.1K- 51.2% |
$3.52M - $5.01M
|
64.9K
$2.39M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-68.8K- 22.32% |
$3.56M - $5.06M
|
240K
$8.83M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-91.5K- 88.38% |
$4.73M - $6.73M
|
12K
$443K
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.44M- 53.4% |
$126M - $179M
|
2.13M
$78.4M
|