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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.21KNew |
$338K - $437K
|
5.21K
$258K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-600- 4.58% |
$38.9K - $50.4K
|
12.5K
$619K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
975New |
$63.2K - $81.9K
|
975
$48.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-145- 12.45% |
$9.4K - $12.2K
|
1.02K
$50.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
500New |
$32.4K - $42K
|
500
$24.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
300New |
$19.5K - $25.2K
|
300
$14.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
9New |
$584 - $756
|
9
$446
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.2KNew |
$77.8K - $101K
|
1.2K
$59.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
816+ 23.08% |
$52.9K - $68.5K
|
4.35K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
350New |
$22.7K - $29.4K
|
350
$17.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.32K+ 8.76% |
$85.7K - $111K
|
16.4K
$813K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.92KNew |
$189K - $245K
|
2.92K
$144K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
303New |
$19.7K - $25.4K
|
303
$15K
|
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-22.8K- 45.23% |
$1.48M - $1.92M
|
27.6K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-650- 52.0% |
$42.2K - $54.6K
|
600
$29.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
35New |
$2.27K - $2.94K
|
35
$1.73K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
84New |
$5.45K - $7.05K
|
84
$4.16K
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.35KNew |
$607K - $785K
|
9.35K
$463K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
290+ 96.67% |
$18.8K - $24.4K
|
590
$29.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
100New |
$6.49K - $8.4K
|
100
$4.95K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
34New |
$2.21K - $2.86K
|
34
$1.68K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-644- 10.91% |
$41.8K - $54.1K
|
5.26K
$260K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-682- 16.32% |
$44.2K - $57.3K
|
3.5K
$173K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
12New |
$778 - $1.01K
|
12
$594
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
350New |
$22.7K - $29.4K
|
350
$17.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
SELL
|
- |
-361- 10.81% |
$23.4K - $30.3K
|
2.98K
$148K
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.13K+ 19.55% |
$73.3K - $94.9K
|
6.91K
$342K
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-12- 0.07% |
$778 - $1.01K
|
16.4K
$810K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
152+ 17.37% |
$9.86K - $12.8K
|
1.03K
$50.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
3.36KNew |
$218K - $282K
|
3.36K
$166K
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3KNew |
$195K - $252K
|
3K
$149K
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
7New |
$454 - $588
|
7
$347
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-173- 11.86% |
$11.2K - $14.5K
|
1.29K
$63.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
150New |
$9.73K - $12.6K
|
150
$7.43K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
100New |
$6.49K - $8.4K
|
100
$4.95K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2New |
$130 - $168
|
2
$99
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
40New |
$2.59K - $3.36K
|
40
$1.98K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
1.3K+ 76.47% |
$84.3K - $109K
|
3K
$149K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-291- 85.34% |
$18.9K - $24.4K
|
50
$2.48K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
26New |
$1.69K - $2.18K
|
26
$1.29K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5New |
$324 - $420
|
5
$248
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
40New |
$2.59K - $3.36K
|
40
$1.98K
|
|
| Q3 2022 | |||||||
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
24+ 19.67% |
$1.67K - $2.16K
|
146
$7.23K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
59New |
$4.11K - $5.32K
|
59
$2.92K
|
|
|
Nov 17, 2022
Q3 2022
|
Telemetry Investments, L.L.C.
New York, NY |
SELL
|
- |
-3K- 50.0% |
$209K - $270K
|
3K
$149K
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
183New |
$12.8K - $16.5K
|
183
$9.06K
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
11.2KNew |
$779K - $1.01M
|
11.2K
$554K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.81KNew |
$196K - $254K
|
2.81K
$139K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-35.5K- 40.25% |
$2.47M - $3.2M
|
52.7K
$2.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
30New |
$2.09K - $2.7K
|
30
$1.49K
|
|