Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.31K- 34.2% |
$171K - $244K
|
6.37K
$233K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.7K- 55.85% |
$87.9K - $125K
|
1.34K
$49.1K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.65K- 1.89% |
$85.3K - $121K
|
85.7K
$3.13M
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.16K- 89.72% |
$60K - $85.4K
|
133
$4.86K
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-205- 4.2% |
$10.6K - $15.1K
|
4.67K
$171K
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-81- 47.65% |
$4.19K - $5.96K
|
89
$3.25K
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-78- 1.54% |
$4.03K - $5.74K
|
5K
$183K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11- 0.28% |
$568 - $809
|
3.93K
$143K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50.3K- 29.18% |
$3.42M - $3.95M
|
122K
$4.46M
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-2.8K- 43.7% |
$190K - $219K
|
3.6K
$132K
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-2.66K- 50.0% |
$181K - $209K
|
2.66K
$97.2K
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.49K- 29.83% |
$101K - $117K
|
3.51K
$128K
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.48K- 21.45% |
$101K - $116K
|
5.43K
$198K
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-820- 3.03% |
$55.8K - $64.3K
|
26.2K
$959K
|
|
Aug 11, 2023
Q2 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-500- 4.71% |
$34K - $39.2K
|
10.1K
$370K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-444- 76.68% |
$30.2K - $34.8K
|
135
$4.93K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-395- 10.98% |
$26.9K - $31K
|
3.2K
$117K
|
|
Jul 24, 2023
Q2 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-268- 2.04% |
$18.2K - $21K
|
12.9K
$470K
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-248- 11.74% |
$16.9K - $19.4K
|
1.87K
$68.1K
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-135- 1.29% |
$9.19K - $10.6K
|
10.4K
$378K
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-119- 19.22% |
$8.1K - $9.33K
|
500
$18.3K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-100- 2.36% |
$6.8K - $7.84K
|
4.13K
$151K
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-100- 9.09% |
$6.8K - $7.84K
|
1K
$36.5K
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-50- 1.61% |
$3.4K - $3.92K
|
3.06K
$112K
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-49- 1.54% |
$3.33K - $3.84K
|
3.14K
$115K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-46- 6.75% |
$3.13K - $3.61K
|
635
$23.2K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.05% |
$68 - $78.4
|
1.95K
$71.1K
|
|
Q1 2023 | |||||||
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
$2.45M
|
|
May 09, 2023
Q1 2023
|
Barings LLC
|
SELL
|
- |
-41.8K- 35.65% |
$2.9M - $3.45M
|
75.3K
$2.75M
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.79K- 6.66% |
$124K - $148K
|
25.1K
$915K
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.45K- 30.01% |
$100K - $119K
|
3.37K
$123K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-830- 20.79% |
$57.6K - $68.6K
|
3.16K
$116K
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-671- 4.58% |
$46.6K - $55.4K
|
14K
$511K
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-661- 8.54% |
$45.9K - $54.6K
|
7.08K
$259K
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-610- 18.47% |
$42.3K - $50.4K
|
2.69K
$98.4K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-541- 5.97% |
$37.6K - $44.7K
|
8.52K
$311K
|
|
May 12, 2023
Q1 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-515- 12.57% |
$35.7K - $42.6K
|
3.58K
$131K
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-470Closed |
$32.6K - $38.8K
|
0
$0
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-310- 9.56% |
$21.5K - $25.6K
|
2.93K
$107K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-220- 85.94% |
$15.3K - $18.2K
|
36
$1.32K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-150- 86.71% |
$10.4K - $12.4K
|
23
$840
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-140- 59.57% |
$9.72K - $11.6K
|
95
$3.47K
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-130- 4.19% |
$9.02K - $10.7K
|
2.97K
$109K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-112- 3.74% |
$7.77K - $9.25K
|
2.88K
$105K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-110- 29.41% |
$7.64K - $9.09K
|
264
$9.65K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-22.8K- 45.23% |
$1.48M - $1.92M
|
27.6K
$1.01M
|
|
Jan 20, 2023
Q4 2022
|
Florin Court Capital LLP
|
SELL
|
- |
-6.4K- 42.11% |
$415K - $537K
|
8.8K
$322K
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4.57KClosed |
$296K - $384K
|
0
$0
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-682- 16.32% |
$44.2K - $57.3K
|
3.5K
$128K
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-650- 52.0% |
$42.2K - $54.6K
|
600
$21.9K
|