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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
14.4K+ 37.69% |
$590K - $781K
|
52.6K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.13K+ 19.25% |
$46.3K - $61.3K
|
7K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
7.5KNew |
$307K - $407K
|
7.5K
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.35K+ 44.48% |
$96.3K - $127K
|
7.64K
$266K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-15.5K- 52.54% |
$635K - $840K
|
14K
$488K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.14% |
$41 - $54.2
|
701
$24.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1New |
$41 - $54.2
|
1
$34.8
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.17% |
$41 - $54.2
|
592
$20.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-9.63K- 99.59% |
$395K - $522K
|
40
$1.39K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
6KNew |
$246K - $325K
|
6K
$209K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.92KNew |
$119K - $158K
|
2.92K
$102K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-82- 2.07% |
$3.36K - $4.45K
|
3.88K
$135K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.18KNew |
$212K - $281K
|
5.18K
$180K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
443+ 9.15% |
$18.1K - $24K
|
5.29K
$184K
|
|
|
Feb 08, 2024
Q4 2023
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
53.2KNew |
$2.18M - $2.89M
|
53.2K
$1.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12New |
$491 - $651
|
12
$418
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
378New |
$15.5K - $20.5K
|
378
$13.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-50- 47.62% |
$2.05K - $2.71K
|
55
$1.92K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
6KNew |
$246K - $325K
|
6K
$209K
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
5.03KNew |
$206K - $273K
|
5.03K
$175K
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-500- 10.31% |
$20.5K - $27.1K
|
4.35K
$152K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-216- 5.73% |
$8.85K - $11.7K
|
3.55K
$124K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-107- 2.51% |
$4.38K - $5.8K
|
4.15K
$145K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.61KNew |
$271K - $358K
|
6.61K
$230K
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-2.12K- 13.08% |
$86.6K - $115K
|
14.1K
$490K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-735- 13.25% |
$30.1K - $39.9K
|
4.81K
$168K
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-8.04K- 52.73% |
$329K - $436K
|
7.21K
$251K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
15.7KNew |
$643K - $851K
|
15.7K
$547K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-399- 6.48% |
$16.3K - $21.6K
|
5.76K
$201K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.15% |
$41 - $54.2
|
655
$22.8K
|
|
|
Jan 23, 2024
Q4 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
300New |
$12.3K - $16.3K
|
300
$10.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
35.3KNew |
$1.45M - $1.91M
|
35.3K
$1.23M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 16.67% |
$410 - $542
|
70
$2.44K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
205New |
$8.39K - $11.1K
|
205
$7.14K
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
101KNew |
$4.13M - $5.47M
|
101K
$3.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-8.28K- 37.11% |
$339K - $449K
|
14K
$489K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
30+ 0.08% |
$1.23K - $1.63K
|
36.7K
$1.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-27.6K- 64.66% |
$1.13M - $1.5M
|
15.1K
$525K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-828- 71.01% |
$33.9K - $44.9K
|
338
$11.8K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.7K- 55.85% |
$87.9K - $125K
|
1.34K
$46.8K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.45KNew |
$74.9K - $107K
|
1.45K
$50.5K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-4.9K- 69.54% |
$253K - $360K
|
2.15K
$74.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
10KNew |
$517K - $736K
|
10K
$348K
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17.8KNew |
$920K - $1.31M
|
17.8K
$620K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
30KNew |
$1.55M - $2.21M
|
30K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
37.9KNew |
$1.96M - $2.79M
|
37.9K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
183+ 3.67% |
$9.46K - $13.5K
|
5.17K
$180K
|
|
|
Nov 14, 2023
Q3 2023
|
Electron Capital Partners, LLC
New York, NY |
BUY
|
CALL |
2.45MNew |
$126M - $180M
|
2.45M
$85.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
7.95K+ 29.46% |
$411K - $585K
|
35K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-81- 47.65% |
$4.19K - $5.96K
|
89
$3.1K
|
|