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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$38.1 - $44.5
|
1
$34.8
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6- 18.75% |
$229 - $267
|
26
$906
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-23- 57.5% |
$876 - $1.02K
|
17
$592
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-32- 0.21% |
$1.22K - $1.42K
|
15.4K
$535K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-35- 15.22% |
$1.33K - $1.56K
|
195
$6.79K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-38- 2.54% |
$1.45K - $1.69K
|
1.46K
$50.7K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-41- 1.29% |
$1.56K - $1.82K
|
3.14K
$109K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-52- 0.95% |
$1.98K - $2.31K
|
5.41K
$189K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-61- 54.95% |
$2.32K - $2.71K
|
50
$1.74K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-80- 37.91% |
$3.05K - $3.56K
|
131
$4.56K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-103- 56.91% |
$3.92K - $4.58K
|
78
$2.72K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-128- 0.47% |
$4.88K - $5.7K
|
27K
$939K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-129- 0.45% |
$4.91K - $5.74K
|
28.4K
$989K
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-145- 70.05% |
$5.52K - $6.45K
|
62
$2.16K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-205- 27.22% |
$7.81K - $9.12K
|
548
$19.1K
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-269- 51.83% |
$10.2K - $12K
|
250
$8.71K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-296- 0.52% |
$11.3K - $13.2K
|
57.1K
$1.99M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-300- 5.64% |
$11.4K - $13.4K
|
5.02K
$175K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-423- 1.73% |
$16.1K - $18.8K
|
24K
$836K
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-450- 81.82% |
$17.1K - $20K
|
100
$3.48K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-464- 54.21% |
$17.7K - $20.6K
|
392
$13.7K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-496- 37.69% |
$18.9K - $22.1K
|
820
$28.6K
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-523- 8.0% |
$19.9K - $23.3K
|
6.01K
$209K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-655- 19.32% |
$25K - $29.1K
|
2.74K
$95.3K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-660- 92.31% |
$25.1K - $29.4K
|
55
$1.92K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-784- 12.88% |
$29.9K - $34.9K
|
5.3K
$185K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-855- 7.83% |
$32.6K - $38K
|
10.1K
$351K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.3K- 5.65% |
$49.4K - $57.7K
|
21.6K
$754K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.37K- 14.45% |
$52.2K - $60.9K
|
8.1K
$282K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.38K- 11.51% |
$52.7K - $61.5K
|
10.6K
$370K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.56K- 6.78% |
$59.5K - $69.5K
|
21.5K
$748K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.69K- 57.4% |
$64.4K - $75.2K
|
1.26K
$43.7K
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.7K- 13.49% |
$64.7K - $75.6K
|
10.9K
$379K
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-1.76K- 17.09% |
$66.9K - $78.1K
|
8.51K
$297K
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-2.19K- 98.78% |
$83.6K - $97.6K
|
27
$941
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-2.46K- 7.97% |
$93.6K - $109K
|
28.3K
$988K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.01K- 8.99% |
$115K - $134K
|
30.5K
$1.06M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.12K- 85.86% |
$119K - $139K
|
513
$17.9K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.47K- 8.46% |
$132K - $154K
|
37.6K
$1.31M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.54K- 10.23% |
$135K - $157K
|
31K
$1.08M
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.06K- 3.88% |
$155K - $181K
|
101K
$3.51M
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4.4K- 78.29% |
$168K - $196K
|
1.22K
$42.5K
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-5.4K- 10.89% |
$206K - $240K
|
44.2K
$1.54M
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-7.66K- 20.9% |
$292K - $341K
|
29K
$1.01M
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-8.79K- 96.63% |
$335K - $391K
|
307
$10.7K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.1K- 40.39% |
$383K - $447K
|
14.8K
$517K
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-10.7K- 18.53% |
$408K - $476K
|
47K
$1.64M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.4K- 25.84% |
$548K - $640K
|
41.3K
$1.44M
|
|
Nov 07, 2024
Q3 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-18.3K- 34.83% |
$698K - $815K
|
34.3K
$1.19M
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-22.4K- 19.82% |
$853K - $996K
|
90.5K
$3.15M
|