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 |
---|---|---|---|---|---|---|---|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
150New |
$9.73K - $12.6K
|
150
$5.12K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
100New |
$6.49K - $8.4K
|
100
$3.41K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2New |
$130 - $168
|
2
$68.3
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
40New |
$2.59K - $3.36K
|
40
$1.37K
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
1.3K+ 76.47% |
$84.3K - $109K
|
3K
$102K
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-291- 85.34% |
$18.9K - $24.4K
|
50
$1.71K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5New |
$324 - $420
|
5
$171
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
26New |
$1.69K - $2.18K
|
26
$888
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
40New |
$2.59K - $3.36K
|
40
$1.37K
|
|
Q3 2022 | |||||||
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
24+ 19.67% |
$1.67K - $2.16K
|
146
$4.98K
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
59New |
$4.11K - $5.32K
|
59
$2.01K
|
|
Nov 17, 2022
Q3 2022
|
Telemetry Investments, L.L.C.
New York, NY |
SELL
|
- |
-3K- 50.0% |
$209K - $270K
|
3K
$102K
|
|
Nov 14, 2022
Q3 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
8.99K+ 199.78% |
$627K - $810K
|
13.5K
$461K
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
20.4KNew |
$1.42M - $1.84M
|
20.4K
$698K
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.81KNew |
$196K - $254K
|
2.81K
$96K
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-35.5K- 40.25% |
$2.47M - $3.2M
|
52.7K
$1.8M
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
30New |
$2.09K - $2.7K
|
30
$1.02K
|
|
Nov 14, 2022
Q3 2022
|
Pinnbrook Capital Management LP
|
BUY
|
- |
70.7KNew |
$4.93M - $6.37M
|
70.7K
$2.41M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-71- 9.35% |
$4.95K - $6.4K
|
688
$23.5K
|
|
Nov 14, 2022
Q3 2022
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
182KNew |
$12.7M - $16.4M
|
182K
$6.2M
|
|
Nov 14, 2022
Q3 2022
|
Noked Capital LTD
Tel Aviv, L3 |
BUY
|
- |
182KNew |
$12.7M - $16.4M
|
182K
$6.2M
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
183New |
$12.8K - $16.5K
|
183
$6.25K
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
11.2KNew |
$779K - $1.01M
|
11.2K
$382K
|
|
Nov 14, 2022
Q3 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
11.6KNew |
$805K - $1.04M
|
11.6K
$394K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
500+ 58.82% |
$34.9K - $45.1K
|
1.35K
$46.1K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
40+ 23.53% |
$2.79K - $3.61K
|
210
$7.17K
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
15New |
$1.05K - $1.35K
|
15
$512
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.51KNew |
$244K - $316K
|
3.51K
$120K
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
85KNew |
$5.93M - $7.66M
|
85K
$2.9M
|
|
Nov 07, 2022
Q3 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
1.37K+ 2.26% |
$95.4K - $123K
|
62K
$2.12M
|
|
Nov 03, 2022
Q3 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
9.6KNew |
$669K - $866K
|
9.6K
$328K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
50New |
$3.49K - $4.51K
|
50
$1.71K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-125- 16.38% |
$8.71K - $11.3K
|
638
$21.8K
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
480New |
$33.5K - $43.3K
|
480
$16.4K
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
22.5K+ 98.07% |
$1.57M - $2.03M
|
45.4K
$1.55M
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.64KNew |
$672K - $869K
|
9.64K
$329K
|
|
Oct 26, 2022
Q3 2022
|
Portfolio Strategies, Inc.
|
BUY
|
- |
2.37K+ 0.58% |
$165K - $214K
|
412K
$14M
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-200- 5.17% |
$13.9K - $18K
|
3.67K
$125K
|
|
Oct 25, 2022
Q3 2022
|
Friedenthal Financial
|
SELL
|
- |
-12K- 16.42% |
$836K - $1.08M
|
61.1K
$2.08M
|
|
Oct 24, 2022
Q3 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
27KNew |
$1.88M - $2.43M
|
27K
$921K
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.01K- 20.64% |
$70.5K - $91.2K
|
3.89K
$133K
|
|
Q2 2022 | |||||||
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-60- 3.86% |
$3.46K - $4.76K
|
1.49K
$51K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-171Closed |
$9.85K - $13.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-50KClosed |
$2.88M - $3.97M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-100Closed |
$5.76K - $7.94K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-30Closed |
$1.73K - $2.38K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
548KNew |
$31.6M - $43.5M
|
548K
$18.7M
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
21.3KNew |
$1.23M - $1.69M
|
21.3K
$727K
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.98KClosed |
$171K - $236K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-100- 11.11% |
$5.76K - $7.94K
|
800
$27.3K
|