Latest Institutional Purchases of Invesco ETF Tr Ii Solar ETF (TAN)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Solar ETF (TAN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17.8KNew |
$920K - $1.31M
|
17.8K
$620K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
10KNew |
$517K - $736K
|
10K
$348K
|
|
|
Nov 14, 2023
Q3 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
7.95K+ 29.46% |
$411K - $585K
|
35K
$1.22M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
6.83KNew |
$353K - $502K
|
6.83K
$238K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.36KNew |
$225K - $320K
|
4.36K
$152K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.02KNew |
$208K - $296K
|
4.02K
$140K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.45KNew |
$74.9K - $107K
|
1.45K
$50.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
452+ 10.13% |
$23.4K - $33.2K
|
4.91K
$171K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
364New |
$18.8K - $26.8K
|
364
$12.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
183+ 3.67% |
$9.46K - $13.5K
|
5.17K
$180K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
164+ 39.14% |
$8.48K - $12.1K
|
583
$20.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
90New |
$4.65K - $6.62K
|
90
$3.14K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
56+ 2.29% |
$2.89K - $4.12K
|
2.5K
$87K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
47New |
$2.43K - $3.46K
|
47
$1.64K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
15New |
$775 - $1.1K
|
15
$523
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3New |
$155 - $221
|
3
$105
|
|
| Q2 2023 | |||||||
|
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
|
|
|
Aug 14, 2023
Q2 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
- |
45KNew |
$3.06M - $3.53M
|
45K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
10.1KNew |
$688K - $793K
|
10.1K
$352K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
3.8K+ 17.29% |
$259K - $298K
|
25.8K
$899K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
3.57KNew |
$243K - $280K
|
3.57K
$124K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.24KNew |
$220K - $254K
|
3.24K
$113K
|
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
3.01KNew |
$205K - $236K
|
3.01K
$105K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
883New |
$60.1K - $69.2K
|
883
$30.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
639+ 399.38% |
$43.5K - $50.1K
|
799
$27.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Epiq Partners, LLC
|
BUY
|
- |
200+ 7.48% |
$13.6K - $15.7K
|
2.87K
$100K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
137+ 28.84% |
$9.32K - $10.7K
|
612
$21.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
94New |
$6.4K - $7.37K
|
94
$3.27K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
36New |
$2.45K - $2.82K
|
36
$1.25K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
30New |
$2.04K - $2.35K
|
30
$1.05K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
30+ 1.07% |
$2.04K - $2.35K
|
2.83K
$98.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
25+ 8.14% |
$1.7K - $1.96K
|
332
$11.6K
|
|
| Q1 2023 | |||||||
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
68.3KNew |
$4.74M - $5.64M
|
68.3K
$2.38M
|
|
|
May 15, 2023
Q1 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
4.02KNew |
$279K - $333K
|
4.02K
$140K
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
3.67KNew |
$254K - $303K
|
3.67K
$128K
|
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3.61K+ 2.5% |
$250K - $298K
|
148K
$5.15M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
3.5KNew |
$243K - $289K
|
3.5K
$122K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.69KNew |
$187K - $222K
|
2.69K
$93.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.61KNew |
$181K - $216K
|
2.61K
$90.9K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.59KNew |
$180K - $214K
|
2.59K
$90.2K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.17K+ 12.86% |
$151K - $179K
|
19.1K
$664K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
750+ 3.36% |
$52.1K - $62K
|
23.1K
$803K
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
676+ 5.13% |
$46.9K - $55.9K
|
13.8K
$482K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
600New |
$41.6K - $49.6K
|
600
$20.9K
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
600New |
$41.6K - $49.6K
|
600
$20.9K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
595+ 18.16% |
$41.3K - $49.2K
|
3.87K
$135K
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
340+ 4.47% |
$23.6K - $28.1K
|
7.94K
$277K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
308New |
$21.4K - $25.5K
|
308
$10.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
250New |
$17.4K - $20.7K
|
250
$8.71K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
200New |
$13.9K - $16.5K
|
200
$6.97K
|
|