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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.78K+ 2.03% |
$115K - $138K
|
190K
$7.62M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-918- 2.53% |
$28K - $33.6K
|
35.4K
$1.42M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-136- 16.89% |
$4.14K - $4.98K
|
669
$26.8K
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.38M+ 103.38% |
$41.9M - $50.3M
|
2.71M
$109M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.75K+ 33.85% |
$83.7K - $101K
|
10.9K
$436K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-750- 19.13% |
$22.8K - $27.5K
|
3.17K
$127K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-874- 69.37% |
$26.6K - $32K
|
386
$15.5K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.04K+ 16.25% |
$31.6K - $38K
|
7.43K
$298K
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-743- 6.47% |
$22.6K - $27.2K
|
10.7K
$431K
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
241+ 1.57% |
$7.34K - $8.82K
|
15.5K
$624K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-772- 15.79% |
$23.5K - $28.3K
|
4.12K
$165K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
28+ 12.61% |
$853 - $1.02K
|
250
$10K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.6KNew |
$201K - $242K
|
6.6K
$265K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-427- 53.24% |
$13K - $15.6K
|
375
$15K
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
34New |
$1.04K - $1.24K
|
34
$1.36K
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.76KNew |
$53.6K - $64.4K
|
1.76K
$70.6K
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
602+ 113.58% |
$18.3K - $22K
|
1.13K
$45.4K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-662- 3.8% |
$20.2K - $24.2K
|
16.8K
$672K
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
772New |
$23.5K - $28.3K
|
772
$31K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.08K- 11.69% |
$32.8K - $39.4K
|
8.14K
$326K
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
1.1K+ 2.89% |
$33.4K - $40.2K
|
39.1K
$1.57M
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
140+ 0.95% |
$4.26K - $5.12K
|
14.8K
$596K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 17.3% |
$3.05K - $3.66K
|
478
$19.2K
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
200New |
$6.09K - $7.32K
|
200
$8.02K
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
15.5K+ 68.5% |
$472K - $567K
|
38.1K
$1.53M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-14.5K- 50.0% |
$441K - $530K
|
14.5K
$581K
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.57KNew |
$47.9K - $57.6K
|
1.57K
$63.1K
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
82New |
$2.5K - $3K
|
82
$3.29K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
91+ 5.62% |
$2.77K - $3.33K
|
1.71K
$68.6K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
975New |
$29.7K - $35.7K
|
975
$39.1K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.42K+ 5.24% |
$43.2K - $51.9K
|
28.5K
$1.14M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3New |
$91.4 - $110
|
3
$120
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-2.05K- 21.95% |
$62.6K - $75.2K
|
7.3K
$293K
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-113- 17.2% |
$3.44K - $4.14K
|
544
$21.8K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-30- 14.63% |
$914 - $1.1K
|
175
$7.02K
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-65- 53.72% |
$1.98K - $2.38K
|
56
$2.25K
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
526+ 1.46% |
$16K - $19.3K
|
36.7K
$1.47M
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-8.1K- 67.6% |
$247K - $297K
|
3.88K
$156K
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-99.5K- 75.9% |
$3.03M - $3.64M
|
31.6K
$1.27M
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
729+ 2.75% |
$23.7K - $31.3K
|
27.2K
$1.09M
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
477New |
$15.5K - $20.5K
|
477
$19.1K
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
6.5KNew |
$212K - $279K
|
6.5K
$261K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1New |
$32.6 - $42.9
|
1
$40.1
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14.2KNew |
$463K - $610K
|
14.2K
$571K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
354New |
$11.5K - $15.2K
|
354
$14.2K
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
44.1KNew |
$1.44M - $1.89M
|
44.1K
$1.77M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2New |
$65.1 - $85.8
|
2
$80.2
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.92K+ 32.72% |
$225K - $297K
|
28.1K
$1.13M
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10KNew |
$326K - $429K
|
10K
$401K
|