Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
140+ 2.8% |
$5.73K - $7.59K
|
5.14K
$189K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
128+ 3.54% |
$5.24K - $6.94K
|
3.74K
$138K
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
120+ 15.67% |
$4.91K - $6.51K
|
886
$32.6K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
103+ 132.05% |
$4.22K - $5.58K
|
181
$6.67K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
100New |
$4.1K - $5.42K
|
100
$3.68K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100+ 121.95% |
$4.1K - $5.42K
|
182
$6.7K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
71+ 5.6% |
$2.91K - $3.85K
|
1.34K
$49.3K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
45+ 16.61% |
$1.84K - $2.44K
|
316
$11.6K
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
30New |
$1.23K - $1.63K
|
30
$1.1K
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
30+ 0.08% |
$1.23K - $1.63K
|
36.7K
$1.35M
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
21+ 2.1% |
$860 - $1.14K
|
1.02K
$37.6K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
17New |
$696 - $922
|
17
$626
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
15+ 4.01% |
$614 - $813
|
389
$14.3K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12New |
$491 - $651
|
12
$442
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$410 - $542
|
10
$368
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 16.67% |
$410 - $542
|
70
$2.58K
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
6+ 0.08% |
$246 - $325
|
7.43K
$274K
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5+ 0.35% |
$205 - $271
|
1.43K
$52.6K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4New |
$164 - $217
|
4
$147
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.02% |
$123 - $163
|
14.4K
$532K
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 1.11% |
$41 - $54.2
|
91
$3.35K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.14% |
$41 - $54.2
|
701
$25.8K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1New |
$41 - $54.2
|
1
$36.8
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1+ 0.08% |
$41 - $54.2
|
1.21K
$44.5K
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.15% |
$41 - $54.2
|
655
$24.1K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.17% |
$41 - $54.2
|
592
$21.8K
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1- 0.08% |
$41 - $54.2
|
1.22K
$44.9K
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-12- 1.52% |
$491 - $651
|
775
$28.5K
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-12- 0.13% |
$491 - $651
|
8.92K
$328K
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-45- 0.65% |
$1.84K - $2.44K
|
6.87K
$253K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-50- 47.62% |
$2.05K - $2.71K
|
55
$2.03K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-55- 3.18% |
$2.25K - $2.98K
|
1.67K
$61.6K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-69- 2.08% |
$2.83K - $3.74K
|
3.25K
$120K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-80- 1.88% |
$3.28K - $4.34K
|
4.17K
$154K
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-82- 2.07% |
$3.36K - $4.45K
|
3.88K
$143K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-107- 2.51% |
$4.38K - $5.8K
|
4.15K
$153K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-150- 11.11% |
$6.14K - $8.13K
|
1.2K
$44.2K
|
|
Feb 13, 2024
Q4 2023
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-180- 3.7% |
$7.37K - $9.76K
|
4.69K
$173K
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-200- 5.8% |
$8.19K - $10.8K
|
3.25K
$120K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-205- 54.96% |
$8.39K - $11.1K
|
168
$6.19K
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-216- 5.73% |
$8.85K - $11.7K
|
3.55K
$131K
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-253- 4.9% |
$10.4K - $13.7K
|
4.91K
$181K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-303- 22.54% |
$12.4K - $16.4K
|
1.04K
$38.3K
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-312- 8.67% |
$12.8K - $16.9K
|
3.29K
$121K
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-333- 3.59% |
$13.6K - $18.1K
|
8.93K
$329K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-348- 1.48% |
$14.3K - $18.9K
|
23.2K
$855K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-352- 16.97% |
$14.4K - $19.1K
|
1.72K
$63.4K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-375- 3.52% |
$15.4K - $20.3K
|
10.3K
$378K
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-399- 6.48% |
$16.3K - $21.6K
|
5.76K
$212K
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-400- 3.12% |
$16.4K - $21.7K
|
12.4K
$458K
|