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 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-370- 52.86% |
$12K - $15.9K
|
330
$10.2K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.4K- 43.41% |
$339K - $447K
|
13.6K
$421K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
131+ 21.41% |
$4.27K - $5.62K
|
743
$23K
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-59- 0.38% |
$1.92K - $2.53K
|
15.3K
$475K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.07K- 20.39% |
$133K - $175K
|
15.9K
$493K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-354- 11.27% |
$11.5K - $15.2K
|
2.79K
$86.5K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.58K- 4.52% |
$84K - $111K
|
54.5K
$1.69M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.4% |
$163 - $214
|
1.26K
$39.1K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.22K- 20.41% |
$202K - $267K
|
24.3K
$752K
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
20.8KNew |
$678K - $893K
|
20.8K
$646K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-52- 83.87% |
$1.69K - $2.23K
|
10
$310
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.02K- 16.45% |
$65.6K - $86.4K
|
10.2K
$317K
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-560K- 21.54% |
$18.2M - $24M
|
2.04M
$63.3M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
39+ 3.07% |
$1.27K - $1.67K
|
1.31K
$40.7K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
32.1KNew |
$1.05M - $1.38M
|
32.1K
$996K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 1.5% |
$65.1 - $85.8
|
131
$4.06K
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-600- 6.52% |
$19.5K - $25.7K
|
8.6K
$267K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
222New |
$7.23K - $9.52K
|
222
$6.88K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-357- 7.11% |
$11.6K - $15.3K
|
4.66K
$145K
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-602- 53.18% |
$19.6K - $25.8K
|
530
$16.4K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
492+ 14.35% |
$16K - $21.1K
|
3.92K
$122K
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-152- 10.44% |
$4.95K - $6.52K
|
1.3K
$40.4K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-6.22K- 55.99% |
$202K - $267K
|
4.89K
$152K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.69K- 33.32% |
$120K - $158K
|
7.39K
$229K
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.72K- 17.51% |
$56.1K - $73.9K
|
8.12K
$252K
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-700- 0.28% |
$22.8K - $30K
|
247K
$7.66M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-687- 4.48% |
$22.4K - $29.5K
|
14.6K
$454K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
365+ 48.54% |
$11.9K - $15.7K
|
1.12K
$34.6K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
25New |
$814 - $1.07K
|
25
$775
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.95K- 11.33% |
$63.4K - $83.5K
|
15.2K
$472K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-18- 2.2% |
$586 - $772
|
802
$24.9K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
119+ 30.36% |
$3.87K - $5.1K
|
511
$15.8K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.39K+ 31.27% |
$175K - $231K
|
22.6K
$701K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2New |
$65.1 - $85.8
|
2
$62
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
BUY
|
- |
6.5KNew |
$212K - $279K
|
6.5K
$202K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.27% |
$32.6 - $42.9
|
365
$11.3K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-805- 5.26% |
$26.2K - $34.5K
|
14.5K
$449K
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.33MNew |
$43.3M - $57M
|
1.33M
$41.2M
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
11.5KNew |
$374K - $493K
|
11.5K
$356K
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.53K- 14.03% |
$49.7K - $65.5K
|
9.36K
$290K
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
180+ 2.9% |
$5.86K - $7.72K
|
6.39K
$198K
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-265- 1.77% |
$8.63K - $11.4K
|
14.7K
$456K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.12K- 40.8% |
$36.3K - $47.9K
|
1.62K
$50.2K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.79K- 34.63% |
$156K - $206K
|
9.05K
$281K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8.79KNew |
$286K - $377K
|
8.79K
$272K
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
915New |
$29.8K - $39.2K
|
915
$28.4K
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
200New |
$6.51K - $8.58K
|
200
$6.2K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.37KNew |
$272K - $359K
|
8.37K
$259K
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-6.16K- 13.95% |
$201K - $264K
|
38K
$1.18M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-10.3K- 13.55% |
$335K - $441K
|
65.6K
$2.04M
|