Purchases and Sales Made in Q3 2024 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 2024. 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 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
300+ 104.9% |
$11.4K - $13.4K
|
586
$21.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
285New |
$10.9K - $12.7K
|
285
$10.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
254+ 14.05% |
$9.68K - $11.3K
|
2.06K
$75.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
205New |
$7.81K - $9.12K
|
205
$7.55K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
150New |
$5.72K - $6.68K
|
150
$5.52K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
125+ 3.29% |
$4.76K - $5.56K
|
3.92K
$144K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
120+ 0.81% |
$4.57K - $5.34K
|
15K
$551K
|
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
87+ 1.42% |
$3.31K - $3.87K
|
6.21K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
79New |
$3.01K - $3.52K
|
79
$2.91K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
73+ 9.32% |
$2.78K - $3.25K
|
856
$31.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
70+ 3.09% |
$2.67K - $3.12K
|
2.33K
$86K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
50New |
$1.91K - $2.23K
|
50
$1.84K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
49+ 6.97% |
$1.87K - $2.18K
|
752
$27.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
34New |
$1.3K - $1.51K
|
34
$1.25K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
28+ 0.65% |
$1.07K - $1.25K
|
4.32K
$159K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21+ 1.68% |
$800 - $935
|
1.27K
$46.8K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$38.1 - $44.5
|
1
$36.8
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$38.1 - $44.5
|
1
$36.8
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6- 18.75% |
$229 - $267
|
26
$958
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-7- 0.52% |
$267 - $312
|
1.35K
$49.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-23- 57.5% |
$876 - $1.02K
|
17
$626
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-32- 0.21% |
$1.22K - $1.42K
|
15.4K
$566K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-35- 15.22% |
$1.33K - $1.56K
|
195
$7.18K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-35- 0.28% |
$1.33K - $1.56K
|
12.2K
$451K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-38- 2.54% |
$1.45K - $1.69K
|
1.46K
$53.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-41- 1.29% |
$1.56K - $1.82K
|
3.14K
$116K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-52- 0.95% |
$1.98K - $2.31K
|
5.41K
$199K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-61- 54.95% |
$2.32K - $2.71K
|
50
$1.84K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-80- 37.91% |
$3.05K - $3.56K
|
131
$4.82K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-82- 95.35% |
$3.12K - $3.65K
|
4
$147
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-90- 8.82% |
$3.43K - $4.01K
|
930
$34.3K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-103- 56.91% |
$3.92K - $4.58K
|
78
$2.87K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-128- 0.47% |
$4.88K - $5.7K
|
27K
$993K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-129- 0.45% |
$4.91K - $5.74K
|
28.4K
$1.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-145- 70.05% |
$5.52K - $6.45K
|
62
$2.28K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-205- 27.22% |
$7.81K - $9.12K
|
548
$20.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-269- 51.83% |
$10.2K - $12K
|
250
$9.21K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-296- 0.52% |
$11.3K - $13.2K
|
57.1K
$2.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-300- 5.64% |
$11.4K - $13.4K
|
5.02K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-330- 0.59% |
$12.6K - $14.7K
|
55.3K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-369- 4.16% |
$14.1K - $16.4K
|
8.51K
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-423- 1.73% |
$16.1K - $18.8K
|
24K
$884K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-450- 81.82% |
$17.1K - $20K
|
100
$3.68K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-464- 54.21% |
$17.7K - $20.6K
|
392
$14.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-496- 37.69% |
$18.9K - $22.1K
|
820
$30.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-523- 8.0% |
$19.9K - $23.3K
|
6.01K
$221K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-655- 19.32% |
$25K - $29.1K
|
2.74K
$101K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-660- 92.31% |
$25.1K - $29.4K
|
55
$2.03K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-784- 12.88% |
$29.9K - $34.9K
|
5.3K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-855- 7.83% |
$32.6K - $38K
|
10.1K
$371K
|