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 14, 2024
Q1 2024
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
CALL |
4KNew |
$164K - $208K
|
4K
$135K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.48KNew |
$225K - $285K
|
5.48K
$184K
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-21- 2.06% |
$863 - $1.09K
|
1K
$33.7K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.18K- 16.32% |
$336K - $426K
|
42K
$1.41M
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
58New |
$2.38K - $3.02K
|
58
$1.95K
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-600- 77.42% |
$24.7K - $31.2K
|
175
$5.89K
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.5KNew |
$514K - $651K
|
12.5K
$421K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.38KNew |
$139K - $176K
|
3.38K
$114K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-50- 5.4% |
$2.06K - $2.6K
|
876
$29.5K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.35K- 7.04% |
$179K - $227K
|
57.4K
$1.93M
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
20.9KNew |
$860K - $1.09M
|
20.9K
$704K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-590- 40.22% |
$24.2K - $30.7K
|
877
$29.5K
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.04KClosed |
$166K - $210K
|
0
$0
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-4.65K- 33.57% |
$191K - $242K
|
9.2K
$310K
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-117- 39.39% |
$4.81K - $6.09K
|
180
$6.06K
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-91K- 8.24% |
$3.74M - $4.74M
|
1.01M
$34.1M
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
50+ 0.02% |
$2.06K - $2.6K
|
248K
$8.33M
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.48KNew |
$60.7K - $77K
|
1.48K
$49.7K
|
|
Apr 29, 2024
Q1 2024
|
Sycomore Asset Management
|
BUY
|
- |
1.5K+ 71.43% |
$61.7K - $78.1K
|
3.6K
$121K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-209- 17.29% |
$8.59K - $10.9K
|
1K
$33.7K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-459- 91.98% |
$18.9K - $23.9K
|
40
$1.35K
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
28.7KNew |
$1.18M - $1.49M
|
28.7K
$965K
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
246+ 27.77% |
$10.1K - $12.8K
|
1.13K
$38.1K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5New |
$206 - $260
|
5
$168
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
22.9KNew |
$943K - $1.19M
|
22.9K
$772K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
1.1K+ 42.31% |
$45.2K - $57.3K
|
3.7K
$125K
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
36New |
$1.48K - $1.87K
|
36
$1.21K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.03K- 43.34% |
$207K - $262K
|
6.58K
$221K
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
15KNew |
$617K - $781K
|
15K
$505K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
37New |
$1.52K - $1.93K
|
37
$1.25K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-480- 7.81% |
$19.7K - $25K
|
5.67K
$191K
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
12New |
$493 - $625
|
12
$404
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
41New |
$1.69K - $2.13K
|
41
$1.38K
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-365- 7.43% |
$15K - $19K
|
4.55K
$153K
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
100New |
$4.11K - $5.21K
|
100
$3.37K
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 30.77% |
$4.11K - $5.21K
|
225
$7.57K
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-566- 6.51% |
$23.3K - $29.5K
|
8.13K
$273K
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-15- 3.86% |
$617 - $781
|
374
$12.6K
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.35K- 10.85% |
$55.5K - $70.3K
|
11.1K
$373K
|
|
Q4 2023 | |||||||
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
100New |
$4.1K - $5.42K
|
100
$3.37K
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-7.13K- 98.62% |
$292K - $387K
|
100
$3.37K
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.44KNew |
$223K - $295K
|
5.44K
$183K
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.9KNew |
$77.8K - $103K
|
1.9K
$63.9K
|
|
Feb 20, 2024
Q4 2023
|
Hiddenite Capital Partners LP
White Plains, NY |
SELL
|
PUT |
-25K- 20.0% |
$1.02M - $1.36M
|
100K
$3.37M
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
17New |
$696 - $922
|
17
$572
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
CALL |
62.5KNew |
$2.56M - $3.39M
|
62.5K
$2.1M
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.86KNew |
$281K - $372K
|
6.86K
$231K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
35KNew |
$1.43M - $1.9M
|
35K
$1.18M
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.37K- 69.1% |
$220K - $291K
|
2.4K
$80.8K
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$432K - $572K
|
10.5K
$355K
|