Purchases and Sales Made in Q4 2024 in Invesco ETF Tr Ii Solar ETF (TAN)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Solar ETF (TAN) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II SOLAR ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.33MNew |
$43.3M - $57M
|
1.33M
$45.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
131KNew |
$4.27M - $5.62M
|
131K
$4.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
51.4K+ 49.84% |
$1.67M - $2.21M
|
155K
$5.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
32.1KNew |
$1.05M - $1.38M
|
32.1K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
22KNew |
$717K - $944K
|
22K
$756K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
20.8KNew |
$678K - $893K
|
20.8K
$715K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
11.5KNew |
$374K - $493K
|
11.5K
$395K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8.79KNew |
$286K - $377K
|
8.79K
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.37KNew |
$272K - $359K
|
8.37K
$287K
|
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
BUY
|
- |
6.5KNew |
$212K - $279K
|
6.5K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.39K+ 31.27% |
$175K - $231K
|
22.6K
$777K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
915New |
$29.8K - $39.2K
|
915
$31.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
492+ 14.35% |
$16K - $21.1K
|
3.92K
$135K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
365+ 48.54% |
$11.9K - $15.7K
|
1.12K
$38.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
222New |
$7.23K - $9.52K
|
222
$7.63K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
200New |
$6.51K - $8.58K
|
200
$6.87K
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
180+ 2.9% |
$5.86K - $7.72K
|
6.39K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
131+ 21.41% |
$4.27K - $5.62K
|
743
$25.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
121New |
$3.94K - $5.19K
|
121
$4.16K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
119+ 30.36% |
$3.87K - $5.1K
|
511
$17.6K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
112New |
$3.65K - $4.8K
|
112
$3.85K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
100New |
$3.26K - $4.29K
|
100
$3.44K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50New |
$1.63K - $2.14K
|
50
$1.72K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
39+ 3.07% |
$1.27K - $1.67K
|
1.31K
$45K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
30New |
$977 - $1.29K
|
30
$1.03K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
25New |
$814 - $1.07K
|
25
$859
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
8New |
$260 - $343
|
8
$275
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.5% |
$163 - $214
|
1.01K
$34.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.4% |
$163 - $214
|
1.26K
$43.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
4New |
$130 - $172
|
4
$137
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2New |
$65.1 - $85.8
|
2
$68.7
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.31% |
$65.1 - $85.8
|
657
$22.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.27% |
$32.6 - $42.9
|
365
$12.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.17% |
$32.6 - $42.9
|
578
$19.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 1.5% |
$65.1 - $85.8
|
131
$4.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-18- 2.2% |
$586 - $772
|
802
$27.6K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-35- 10.45% |
$1.14K - $1.5K
|
300
$10.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-47Closed |
$1.53K - $2.02K
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-52- 83.87% |
$1.69K - $2.23K
|
10
$344
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-59- 0.38% |
$1.92K - $2.53K
|
15.3K
$526K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-152- 10.44% |
$4.95K - $6.52K
|
1.3K
$44.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-265- 1.77% |
$8.63K - $11.4K
|
14.7K
$505K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-300- 51.19% |
$9.77K - $12.9K
|
286
$9.83K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-354- 11.27% |
$11.5K - $15.2K
|
2.79K
$95.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-357- 7.11% |
$11.6K - $15.3K
|
4.66K
$160K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-370- 52.86% |
$12K - $15.9K
|
330
$11.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-418- 7.46% |
$13.6K - $17.9K
|
5.19K
$178K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-420- 1.56% |
$13.7K - $18K
|
26.5K
$912K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-600- 6.52% |
$19.5K - $25.7K
|
8.6K
$295K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-602- 53.18% |
$19.6K - $25.8K
|
530
$18.2K
|