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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-68.1K- 51.2% |
$3.52M - $5.01M
|
64.9K
$2.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
15New |
$775 - $1.1K
|
15
$523
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-205- 4.2% |
$10.6K - $15.1K
|
4.67K
$163K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.02KNew |
$208K - $296K
|
4.02K
$140K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11- 0.28% |
$568 - $809
|
3.93K
$137K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.31K- 34.2% |
$171K - $244K
|
6.37K
$222K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-19.7K- 45.2% |
$1.02M - $1.45M
|
23.9K
$833K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.65K- 1.89% |
$85.3K - $121K
|
85.7K
$2.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
452+ 10.13% |
$23.4K - $33.2K
|
4.91K
$171K
|
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-17.5K- 22.22% |
$906K - $1.29M
|
61.4K
$2.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.36KNew |
$225K - $320K
|
4.36K
$152K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
39.5KNew |
$2.04M - $2.91M
|
39.5K
$1.38M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
6.83KNew |
$353K - $502K
|
6.83K
$238K
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-78- 1.54% |
$4.03K - $5.74K
|
5K
$174K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.16K- 89.72% |
$60K - $85.4K
|
133
$4.63K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
56+ 2.29% |
$2.89K - $4.12K
|
2.5K
$87K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
90New |
$4.65K - $6.62K
|
90
$3.14K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
47New |
$2.43K - $3.46K
|
47
$1.64K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
171KNew |
$8.83M - $12.6M
|
171K
$5.95M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
164+ 39.14% |
$8.48K - $12.1K
|
583
$20.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3New |
$155 - $221
|
3
$105
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
364New |
$18.8K - $26.8K
|
364
$12.7K
|
|
| Q2 2023 | |||||||
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
30New |
$2.04K - $2.35K
|
30
$1.05K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
36New |
$2.45K - $2.82K
|
36
$1.25K
|
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-2.66K- 50.0% |
$181K - $209K
|
2.66K
$92.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.48K- 21.45% |
$101K - $116K
|
5.43K
$189K
|
|
|
Aug 14, 2023
Q2 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
10.1KNew |
$688K - $793K
|
10.1K
$352K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
639+ 399.38% |
$43.5K - $50.1K
|
799
$27.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50.3K- 29.18% |
$3.42M - $3.95M
|
122K
$4.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.24KNew |
$220K - $254K
|
3.24K
$113K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-46- 6.75% |
$3.13K - $3.61K
|
635
$22.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
- |
45KNew |
$3.06M - $3.53M
|
45K
$1.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-500- 4.71% |
$34K - $39.2K
|
10.1K
$353K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-119- 19.22% |
$8.1K - $9.33K
|
500
$17.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-100- 2.36% |
$6.8K - $7.84K
|
4.13K
$144K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-50- 1.61% |
$3.4K - $3.92K
|
3.06K
$107K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
883New |
$60.1K - $69.2K
|
883
$30.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-248- 11.74% |
$16.9K - $19.4K
|
1.87K
$65K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
94New |
$6.4K - $7.37K
|
94
$3.27K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
137+ 28.84% |
$9.32K - $10.7K
|
612
$21.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-100- 9.09% |
$6.8K - $7.84K
|
1K
$34.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-135- 1.29% |
$9.19K - $10.6K
|
10.4K
$361K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
3.8K+ 17.29% |
$259K - $298K
|
25.8K
$899K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
25+ 8.14% |
$1.7K - $1.96K
|
332
$11.6K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
3.57KNew |
$243K - $280K
|
3.57K
$124K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-444- 76.68% |
$30.2K - $34.8K
|
135
$4.7K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-49- 1.54% |
$3.33K - $3.84K
|
3.14K
$110K
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-2.8K- 43.7% |
$190K - $219K
|
3.6K
$125K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
30+ 1.07% |
$2.04K - $2.35K
|
2.83K
$98.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
80.8K+ 77.66% |
$5.49M - $6.33M
|
185K
$6.44M
|
|