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 24, 2023
Q2 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-268- 2.04% |
$18.2K - $21K
|
12.9K
$449K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.49K- 29.83% |
$101K - $117K
|
3.51K
$122K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-395- 10.98% |
$26.9K - $31K
|
3.2K
$112K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.05% |
$68 - $78.4
|
1.95K
$67.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
3.01KNew |
$205K - $236K
|
3.01K
$105K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-820- 3.03% |
$55.8K - $64.3K
|
26.2K
$914K
|
|
|
Jul 12, 2023
Q2 2023
|
Epiq Partners, LLC
|
BUY
|
- |
200+ 7.48% |
$13.6K - $15.7K
|
2.87K
$100K
|
|
| Q1 2023 | |||||||
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
25New |
$1.74K - $2.07K
|
25
$871
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-470Closed |
$32.6K - $38.8K
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
184+ 1150.0% |
$12.8K - $15.2K
|
200
$6.97K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
600New |
$41.6K - $49.6K
|
600
$20.9K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.59KNew |
$180K - $214K
|
2.59K
$90.2K
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
676+ 5.13% |
$46.9K - $55.9K
|
13.8K
$482K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-541- 5.97% |
$37.6K - $44.7K
|
8.52K
$297K
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-138K- 91.53% |
$9.58M - $11.4M
|
12.8K
$445K
|
|
|
May 15, 2023
Q1 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
4.02KNew |
$279K - $333K
|
4.02K
$140K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
3.5KNew |
$243K - $289K
|
3.5K
$122K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-69.4K- 50.86% |
$4.82M - $5.73M
|
67.1K
$2.34M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-220- 85.94% |
$15.3K - $18.2K
|
36
$1.25K
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
600New |
$41.6K - $49.6K
|
600
$20.9K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-110- 29.41% |
$7.64K - $9.09K
|
264
$9.2K
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
3.67KNew |
$254K - $303K
|
3.67K
$128K
|
|
|
May 12, 2023
Q1 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-515- 12.57% |
$35.7K - $42.6K
|
3.58K
$125K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-830- 20.79% |
$57.6K - $68.6K
|
3.16K
$110K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.79K- 6.66% |
$124K - $148K
|
25.1K
$873K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
60+ 24.0% |
$4.16K - $4.96K
|
310
$10.8K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-310- 9.56% |
$21.5K - $25.6K
|
2.93K
$102K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.45K- 30.01% |
$100K - $119K
|
3.37K
$118K
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
340+ 4.47% |
$23.6K - $28.1K
|
7.94K
$277K
|
|
|
May 09, 2023
Q1 2023
|
Barings LLC
|
SELL
|
- |
-41.8K- 35.65% |
$2.9M - $3.45M
|
75.3K
$2.63M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.17K+ 12.86% |
$151K - $179K
|
19.1K
$664K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-112- 3.74% |
$7.77K - $9.25K
|
2.88K
$100K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
595+ 18.16% |
$41.3K - $49.2K
|
3.87K
$135K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
308New |
$21.4K - $25.5K
|
308
$10.7K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-610- 18.47% |
$42.3K - $50.4K
|
2.69K
$93.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-140- 59.57% |
$9.72K - $11.6K
|
95
$3.31K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10New |
$694 - $826
|
10
$348
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-130- 4.19% |
$9.02K - $10.7K
|
2.97K
$103K
|
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3.61K+ 2.5% |
$250K - $298K
|
148K
$5.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
750+ 3.36% |
$52.1K - $62K
|
23.1K
$803K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
18+ 0.86% |
$1.25K - $1.49K
|
2.11K
$73.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
200New |
$13.9K - $16.5K
|
200
$6.97K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
12+ 120.0% |
$833 - $992
|
22
$766
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
250New |
$17.4K - $20.7K
|
250
$8.71K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-150- 86.71% |
$10.4K - $12.4K
|
23
$801
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
68.3KNew |
$4.74M - $5.64M
|
68.3K
$2.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
100New |
$6.94K - $8.26K
|
100
$3.48K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.69KNew |
$187K - $222K
|
2.69K
$93.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-661- 8.54% |
$45.9K - $54.6K
|
7.08K
$247K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
40New |
$2.78K - $3.31K
|
40
$1.39K
|
|