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 |
---|---|---|---|---|---|---|---|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
42New |
$1.66K - $2.06K
|
42
$1.69K
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1New |
$39.6 - $49
|
1
$40.1
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-63- 30.14% |
$2.49K - $3.09K
|
146
$5.86K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-23- 88.46% |
$911 - $1.13K
|
3
$120
|
|
Jul 15, 2024
Q2 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-27- 0.39% |
$1.07K - $1.32K
|
6.87K
$276K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-100- 9.52% |
$3.96K - $4.9K
|
950
$38.1K
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-2.06K- 9.91% |
$81.6K - $101K
|
18.7K
$752K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
200New |
$7.92K - $9.8K
|
200
$8.02K
|
|
Q1 2024 | |||||||
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
272+ 1133.33% |
$11.2K - $14.2K
|
296
$11.9K
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
5KNew |
$206K - $260K
|
5K
$201K
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
54New |
$2.22K - $2.81K
|
54
$2.17K
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.59KNew |
$230K - $291K
|
5.59K
$224K
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
10.5K+ 60.69% |
$432K - $547K
|
27.8K
$1.12M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.64KNew |
$191K - $242K
|
4.64K
$186K
|
|
May 15, 2024
Q1 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
10KNew |
$411K - $521K
|
10K
$401K
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
87.1KNew |
$3.58M - $4.54M
|
87.1K
$3.49M
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
760New |
$31.2K - $39.6K
|
760
$30.5K
|
|
May 15, 2024
Q1 2024
|
Gendell Jeffrey L
Greenwich, CT |
BUY
|
- |
20KNew |
$822K - $1.04M
|
20K
$802K
|
|
May 15, 2024
Q1 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
336KNew |
$13.8M - $17.5M
|
336K
$13.5M
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-65- 75.58% |
$2.67K - $3.38K
|
21
$843
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.04KNew |
$42.7K - $54.2K
|
1.04K
$41.7K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.48KNew |
$225K - $285K
|
5.48K
$220K
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-21- 2.06% |
$863 - $1.09K
|
1K
$40.1K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.18K- 16.32% |
$336K - $426K
|
42K
$1.68M
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
58New |
$2.38K - $3.02K
|
58
$2.33K
|
|
May 14, 2024
Q1 2024
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
CALL |
4KNew |
$164K - $208K
|
4K
$160K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.35K- 7.04% |
$179K - $227K
|
57.4K
$2.3M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-50- 5.4% |
$2.06K - $2.6K
|
876
$35.1K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.38KNew |
$139K - $176K
|
3.38K
$135K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
20.9KNew |
$860K - $1.09M
|
20.9K
$839K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-590- 40.22% |
$24.2K - $30.7K
|
877
$35.2K
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.04KClosed |
$166K - $210K
|
0
$0
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-117- 39.39% |
$4.81K - $6.09K
|
180
$7.22K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.48KNew |
$60.7K - $77K
|
1.48K
$59.3K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-209- 17.29% |
$8.59K - $10.9K
|
1K
$40.1K
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
28.7KNew |
$1.18M - $1.49M
|
28.7K
$1.15M
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-459- 91.98% |
$18.9K - $23.9K
|
40
$1.6K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5New |
$206 - $260
|
5
$201
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
22.9KNew |
$943K - $1.19M
|
22.9K
$920K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
1.1K+ 42.31% |
$45.2K - $57.3K
|
3.7K
$148K
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
36New |
$1.48K - $1.87K
|
36
$1.44K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.03K- 43.34% |
$207K - $262K
|
6.58K
$264K
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
15KNew |
$617K - $781K
|
15K
$602K
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
12New |
$493 - $625
|
12
$481
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
41New |
$1.69K - $2.13K
|
41
$1.64K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-480- 7.81% |
$19.7K - $25K
|
5.67K
$227K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
37New |
$1.52K - $1.93K
|
37
$1.48K
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
100New |
$4.11K - $5.21K
|
100
$4.01K
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-365- 7.43% |
$15K - $19K
|
4.55K
$182K
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 30.77% |
$4.11K - $5.21K
|
225
$9.03K
|