Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.44K+ 49.04% |
$180K - $245K
|
7.4K
$273K
|
|
|
Feb 16, 2022
Q4 2021
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
2.2K+ 80.88% |
$162K - $221K
|
4.92K
$181K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.13KNew |
$157K - $214K
|
2.13K
$78.4K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.09K+ 10.4% |
$154K - $210K
|
22.2K
$817K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
2.04K+ 38.77% |
$151K - $205K
|
7.31K
$269K
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.01K+ 13.11% |
$148K - $202K
|
17.3K
$639K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.94KNew |
$143K - $195K
|
1.94K
$71.6K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.8KNew |
$133K - $181K
|
1.8K
$66.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
BUY
|
- |
1.8K+ 7.05% |
$133K - $181K
|
27.3K
$1.01M
|
|
|
Jan 18, 2022
Q4 2021
|
Guild Investment Management, Inc.
|
BUY
|
- |
1.68K+ 4.46% |
$124K - $169K
|
39.4K
$1.45M
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
1.68K+ 68.03% |
$124K - $168K
|
4.14K
$152K
|
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.52K+ 522.76% |
$112K - $152K
|
1.81K
$66.5K
|
|
|
Jan 06, 2022
Q4 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
1.5KNew |
$111K - $151K
|
1.5K
$55.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.23K+ 3.28% |
$90.9K - $124K
|
38.8K
$1.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
1.23K+ 17.0% |
$90.6K - $123K
|
8.45K
$311K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.21KNew |
$89.1K - $121K
|
1.21K
$44.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.09K+ 0.61% |
$80.2K - $109K
|
178K
$6.57M
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
1.04K+ 27.14% |
$77K - $105K
|
4.89K
$180K
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
839+ 8.1% |
$61.9K - $84.3K
|
11.2K
$412K
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
826+ 0.89% |
$60.9K - $83K
|
93.7K
$3.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
792+ 15.52% |
$58.4K - $79.6K
|
5.89K
$217K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
780New |
$57.5K - $78.4K
|
780
$28.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
740+ 22.42% |
$54.6K - $74.4K
|
4.04K
$149K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
723New |
$53.3K - $72.7K
|
723
$26.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
697+ 9.64% |
$51.4K - $70.1K
|
7.93K
$292K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
632+ 0.39% |
$46.6K - $63.5K
|
162K
$5.97M
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
607+ 16.09% |
$44.8K - $61K
|
4.38K
$161K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
590+ 67.27% |
$43.5K - $59.3K
|
1.47K
$54K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
566New |
$41.7K - $56.9K
|
566
$20.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
500+ 2.75% |
$36.9K - $50.3K
|
18.7K
$688K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
492+ 18.67% |
$36.3K - $49.5K
|
3.13K
$115K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
483+ 125.13% |
$35.6K - $48.6K
|
869
$32K
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
463+ 128.25% |
$34.2K - $46.5K
|
824
$30.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
459+ 6.07% |
$33.9K - $46.1K
|
8.02K
$295K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
400New |
$29.5K - $40.2K
|
400
$14.7K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
400+ 108.7% |
$29.5K - $40.2K
|
768
$28.3K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
392+ 4.82% |
$28.9K - $39.4K
|
8.52K
$314K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
372+ 3.43% |
$27.4K - $37.4K
|
11.2K
$413K
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
357+ 6.92% |
$26.3K - $35.9K
|
5.52K
$203K
|
|
|
Feb 01, 2022
Q4 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
353+ 10.39% |
$26K - $35.5K
|
3.75K
$138K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
325New |
$24K - $32.7K
|
325
$12K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
304+ 60.56% |
$22.4K - $30.6K
|
806
$29.7K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
300New |
$22.1K - $30.2K
|
300
$11K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
297+ 0.62% |
$21.9K - $29.9K
|
48.2K
$1.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
296New |
$21.8K - $29.8K
|
296
$10.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
287+ 1.29% |
$21.2K - $28.9K
|
22.5K
$827K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
264+ 7.93% |
$19.5K - $26.5K
|
3.59K
$132K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
224+ 43.33% |
$16.5K - $22.5K
|
741
$27.3K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
206+ 17.73% |
$15.2K - $20.7K
|
1.37K
$50.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
194+ 27.67% |
$14.3K - $19.5K
|
895
$33K
|