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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
200New |
$13.9K - $16.5K
|
200
$6.83K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
250New |
$17.4K - $20.7K
|
250
$8.54K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
12+ 120.0% |
$833 - $992
|
22
$751
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-150- 86.71% |
$10.4K - $12.4K
|
23
$785
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
100New |
$6.94K - $8.26K
|
100
$3.41K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
68.3KNew |
$4.74M - $5.64M
|
68.3K
$2.33M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.69KNew |
$187K - $222K
|
2.69K
$91.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-661- 8.54% |
$45.9K - $54.6K
|
7.08K
$242K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
40New |
$2.78K - $3.31K
|
40
$1.37K
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-671- 4.58% |
$46.6K - $55.4K
|
14K
$477K
|
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.61KNew |
$181K - $216K
|
2.61K
$89.1K
|
|
| Q4 2022 | |||||||
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4.57KClosed |
$296K - $384K
|
0
$0
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
433New |
$28.1K - $36.4K
|
433
$14.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
3.13K+ 54.06% |
$203K - $263K
|
8.91K
$304K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-75- 22.12% |
$4.86K - $6.3K
|
264
$9.01K
|
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
500New |
$32.4K - $42K
|
500
$17.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
31.9KNew |
$2.07M - $2.68M
|
31.9K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
975New |
$63.2K - $81.9K
|
975
$33.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-145- 12.45% |
$9.4K - $12.2K
|
1.02K
$34.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-600- 4.58% |
$38.9K - $50.4K
|
12.5K
$427K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.21KNew |
$338K - $437K
|
5.21K
$178K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
300New |
$19.5K - $25.2K
|
300
$10.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
9New |
$584 - $756
|
9
$307
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.2KNew |
$77.8K - $101K
|
1.2K
$41K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
816+ 23.08% |
$52.9K - $68.5K
|
4.35K
$149K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
350New |
$22.7K - $29.4K
|
350
$11.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.32K+ 8.76% |
$85.7K - $111K
|
16.4K
$560K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
290+ 96.67% |
$18.8K - $24.4K
|
590
$20.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-22.8K- 45.23% |
$1.48M - $1.92M
|
27.6K
$943K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
84New |
$5.45K - $7.05K
|
84
$2.87K
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.35KNew |
$607K - $785K
|
9.35K
$319K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
35New |
$2.27K - $2.94K
|
35
$1.19K
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-650- 52.0% |
$42.2K - $54.6K
|
600
$20.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.92KNew |
$189K - $245K
|
2.92K
$99.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
303New |
$19.7K - $25.4K
|
303
$10.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
100New |
$6.49K - $8.4K
|
100
$3.41K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
34New |
$2.21K - $2.86K
|
34
$1.16K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-644- 10.91% |
$41.8K - $54.1K
|
5.26K
$179K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-682- 16.32% |
$44.2K - $57.3K
|
3.5K
$119K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
350New |
$22.7K - $29.4K
|
350
$11.9K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
12New |
$778 - $1.01K
|
12
$410
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
SELL
|
- |
-361- 10.81% |
$23.4K - $30.3K
|
2.98K
$102K
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-12- 0.07% |
$778 - $1.01K
|
16.4K
$559K
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.13K+ 19.55% |
$73.3K - $94.9K
|
6.91K
$236K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
3.36KNew |
$218K - $282K
|
3.36K
$115K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
152+ 17.37% |
$9.86K - $12.8K
|
1.03K
$35.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3KNew |
$195K - $252K
|
3K
$102K
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
7New |
$454 - $588
|
7
$239
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-173- 11.86% |
$11.2K - $14.5K
|
1.29K
$43.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Florin Court Capital LLP
|
SELL
|
- |
-6.4K- 42.11% |
$415K - $537K
|
8.8K
$300K
|
|