Purchases and Sales Made in Q4 2024 in Virtus ETF Tr Ii Virtus Terran (JOET)
This table provides information about the institutional ownership of Virtus ETF Tr Ii Virtus Terran (JOET) during Q4 2024. The information is specifically focused on institutions that hold shares of VIRTUS ETF TR II VIRTUS TERRAN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
74K+ 778.96% |
$2.71M - $3.04M
|
83.5K
$3.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
66.7K+ 33.77% |
$2.44M - $2.74M
|
264K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.2K+ 31.36% |
$1.54M - $1.73M
|
177K
$6.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
33.9KNew |
$1.24M - $1.39M
|
33.9K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.8KNew |
$1.16M - $1.31M
|
31.8K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.1K+ 19.08% |
$807K - $906K
|
138K
$5.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
15.8K+ 32.57% |
$579K - $651K
|
64.5K
$2.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
14.3KNew |
$524K - $588K
|
14.3K
$556K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.22KNew |
$227K - $256K
|
6.22K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.11KNew |
$223K - $251K
|
6.11K
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.34KNew |
$195K - $219K
|
5.34K
$207K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.24K+ 5.58% |
$155K - $174K
|
80.2K
$3.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.61K+ 16.94% |
$95.3K - $107K
|
18K
$698K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
153+ 2.15% |
$5.59K - $6.28K
|
7.27K
$282K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
48+ 1.8% |
$1.75K - $1.97K
|
2.72K
$105K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
BUY
|
- |
20+ 0.13% |
$731 - $821
|
15.1K
$585K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.82% |
$146 - $164
|
490
$19K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18- 0.13% |
$658 - $739
|
14.3K
$553K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-171- 1.41% |
$6.25K - $7.02K
|
12K
$464K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-265- 0.65% |
$9.69K - $10.9K
|
40.4K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-433- 1.1% |
$15.8K - $17.8K
|
38.8K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-801- 1.4% |
$29.3K - $32.9K
|
56.3K
$2.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-3.16K- 4.88% |
$115K - $130K
|
61.5K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.89K- 9.09% |
$142K - $160K
|
38.9K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-41.5K- 39.21% |
$1.52M - $1.71M
|
64.4K
$2.5M
|