Latest Institutional Transactions on Invesco ETF Tr Ii Solar ETF (TAN)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Solar ETF (TAN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.23KNew |
$330K - $379K
|
4.23K
$147K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-57Closed |
$4.45K - $5.11K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.88KClosed |
$615K - $707K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-40Closed |
$3.12K - $3.59K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.28KClosed |
$178K - $204K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-229Closed |
$17.9K - $20.5K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-124Closed |
$9.67K - $11.1K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-55Closed |
$4.29K - $4.93K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.85KClosed |
$300K - $345K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
200New |
$13.8K - $18.4K
|
200
$6.97K
|
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
239New |
$16.5K - $22K
|
239
$8.33K
|
|
|
Aug 17, 2021
Q2 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-22.3KClosed |
$1.54M - $2.05M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.25KClosed |
$294K - $390K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-8.12KClosed |
$561K - $746K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-843Closed |
$58.3K - $77.5K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-19KClosed |
$1.31M - $1.75M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-84Closed |
$5.8K - $7.72K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Caxton Associates LP
New York, NY |
SELL
|
CALL |
-125KClosed |
$8.64M - $11.5M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
CALL |
-90KClosed |
$6.22M - $8.27M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.52KClosed |
$105K - $140K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-22Closed |
$1.52K - $2.02K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-3KClosed |
$207K - $276K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-2.2KClosed |
$152K - $202K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
CALL |
-6KClosed |
$415K - $551K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-3.81KClosed |
$263K - $350K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-200Closed |
$13.8K - $18.4K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-16.5KClosed |
$1.14M - $1.51M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.32KClosed |
$160K - $213K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-3.85KClosed |
$266K - $354K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.26KClosed |
$225K - $300K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-100Closed |
$6.91K - $9.19K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.12KNew |
$77.1K - $103K
|
1.12K
$38.9K
|
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
135New |
$9.33K - $12.4K
|
135
$4.7K
|
|
|
Aug 02, 2021
Q2 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
15New |
$1.04K - $1.38K
|
15
$523
|
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
200New |
$13.8K - $18.4K
|
200
$6.97K
|
|
|
Jul 22, 2021
Q2 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-35.5KClosed |
$2.45M - $3.26M
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-50Closed |
$3.45K - $4.59K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-4.83KClosed |
$334K - $444K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-120Closed |
$8.29K - $11K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
243New |
$16.8K - $22.3K
|
243
$8.47K
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Bank
|
BUY
|
- |
243New |
$16.8K - $22.3K
|
243
$8.47K
|
|
|
Jul 16, 2021
Q2 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-2.28KClosed |
$157K - $209K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-63Closed |
$4.35K - $5.79K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-5.78KClosed |
$399K - $531K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-337Closed |
$23.3K - $31K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-1.21KClosed |
$97.9K - $147K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-389Closed |
$31.6K - $47.4K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Lion Point Capital, LP
New York, NY |
SELL
|
PUT |
-300KClosed |
$24.3M - $36.6M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.57KClosed |
$371K - $558K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-68.8KClosed |
$5.58M - $8.39M
|
0
$0
|
|