Latest Institutional Purchases of Invesco ETF Tr Ii Solar ETF (TAN)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Solar ETF (TAN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
94New |
$6.4K - $7.37K
|
94
$3.23K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
36New |
$2.45K - $2.82K
|
36
$1.24K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
30New |
$2.04K - $2.35K
|
30
$1.03K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
30+ 1.07% |
$2.04K - $2.35K
|
2.83K
$96.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
25+ 8.14% |
$1.7K - $1.96K
|
332
$11.4K
|
|
| Q1 2023 | |||||||
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
68.3KNew |
$4.74M - $5.64M
|
68.3K
$2.34M
|
|
|
May 15, 2023
Q1 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
4.02KNew |
$279K - $333K
|
4.02K
$138K
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
3.67KNew |
$254K - $303K
|
3.67K
$126K
|
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3.61K+ 2.5% |
$250K - $298K
|
148K
$5.07M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
3.5KNew |
$243K - $289K
|
3.5K
$120K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.69KNew |
$187K - $222K
|
2.69K
$92.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.61KNew |
$181K - $216K
|
2.61K
$89.5K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.59KNew |
$180K - $214K
|
2.59K
$88.9K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.17K+ 12.86% |
$151K - $179K
|
19.1K
$654K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
750+ 3.36% |
$52.1K - $62K
|
23.1K
$791K
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
676+ 5.13% |
$46.9K - $55.9K
|
13.8K
$475K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
600New |
$41.6K - $49.6K
|
600
$20.6K
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
600New |
$41.6K - $49.6K
|
600
$20.6K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
595+ 18.16% |
$41.3K - $49.2K
|
3.87K
$133K
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
340+ 4.47% |
$23.6K - $28.1K
|
7.94K
$272K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
308New |
$21.4K - $25.5K
|
308
$10.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
250New |
$17.4K - $20.7K
|
250
$8.58K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
200New |
$13.9K - $16.5K
|
200
$6.86K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
184+ 1150.0% |
$12.8K - $15.2K
|
200
$6.86K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
100New |
$6.94K - $8.26K
|
100
$3.43K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
60+ 24.0% |
$4.16K - $4.96K
|
310
$10.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
40New |
$2.78K - $3.31K
|
40
$1.37K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
25New |
$1.74K - $2.07K
|
25
$858
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
18+ 0.86% |
$1.25K - $1.49K
|
2.11K
$72.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
12+ 120.0% |
$833 - $992
|
22
$755
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10New |
$694 - $826
|
10
$343
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
31.9KNew |
$2.07M - $2.68M
|
31.9K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.35KNew |
$607K - $785K
|
9.35K
$321K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.21KNew |
$338K - $437K
|
5.21K
$179K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
3.36KNew |
$218K - $282K
|
3.36K
$115K
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
3.13K+ 54.06% |
$203K - $263K
|
8.91K
$306K
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3KNew |
$195K - $252K
|
3K
$103K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.92KNew |
$189K - $245K
|
2.92K
$100K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.32K+ 8.76% |
$85.7K - $111K
|
16.4K
$563K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
1.3K+ 76.47% |
$84.3K - $109K
|
3K
$103K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.2KNew |
$77.8K - $101K
|
1.2K
$41.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.13K+ 19.55% |
$73.3K - $94.9K
|
6.91K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
975New |
$63.2K - $81.9K
|
975
$33.5K
|
|
|
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
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
500New |
$32.4K - $42K
|
500
$17.2K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
433New |
$28.1K - $36.4K
|
433
$14.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
350New |
$22.7K - $29.4K
|
350
$12K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
350New |
$22.7K - $29.4K
|
350
$12K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
303New |
$19.7K - $25.4K
|
303
$10.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
300New |
$19.5K - $25.2K
|
300
$10.3K
|
|