Latest Institutional Transactions on Kraneshares Tr Quadratic Int R (IVOL)
This table provides information on the latest institutional transactions involving Kraneshares Tr Quadratic Int R (IVOL) 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-6.5KClosed |
$144K - $172K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.5KNew |
$254K - $304K
|
11.5K
$215K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.47K+ 4.62% |
$54.5K - $65.3K
|
55.9K
$1.05M
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
321+ 100.0% |
$7.09K - $8.48K
|
642
$12K
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
300New |
$6.62K - $7.93K
|
300
$5.61K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
265+ 0.59% |
$5.85K - $7K
|
44.9K
$840K
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
14.8KNew |
$328K - $392K
|
14.8K
$277K
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
BUY
|
- |
18.8K+ 12.17% |
$416K - $498K
|
174K
$3.25M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.26K- 73.82% |
$27.7K - $33.2K
|
445
$8.32K
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.81K- 9.62% |
$128K - $153K
|
54.6K
$1.02M
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.76KNew |
$38.9K - $46.5K
|
1.76K
$32.9K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.56K+ 1.73% |
$56.5K - $67.6K
|
151K
$2.82M
|
|
Oct 18, 2022
Q3 2022
|
Belmont Capital, LLC
|
BUY
|
- |
700+ 2000.0% |
$15.5K - $18.5K
|
735
$13.7K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-885K- 91.9% |
$19.5M - $23.4M
|
78.1K
$1.46M
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
251+ 1.04% |
$5.54K - $6.63K
|
24.3K
$455K
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-66.8K- 72.79% |
$1.47M - $1.76M
|
25K
$467K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-130Closed |
$3.19K - $3.42K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
39.1KNew |
$960K - $1.03M
|
39.1K
$731K
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
85.7KNew |
$2.11M - $2.26M
|
85.7K
$1.6M
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-769K- 70.31% |
$18.9M - $20.3M
|
325K
$6.07M
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4.8KClosed |
$118K - $126K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-118K- 69.41% |
$2.9M - $3.11M
|
52K
$972K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
29.4K+ 159.58% |
$722K - $774K
|
47.8K
$894K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
23.2KNew |
$570K - $611K
|
23.2K
$434K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.41K- 85.42% |
$34.5K - $37K
|
240
$4.49K
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-66.8KClosed |
$1.64M - $1.76M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
810New |
$19.9K - $21.3K
|
810
$15.1K
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.1K- 35.7% |
$249K - $267K
|
18.3K
$342K
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-28.9K- 84.98% |
$711K - $762K
|
5.12K
$95.7K
|
|
Aug 09, 2022
Q2 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-744K- 49.35% |
$18.3M - $19.6M
|
764K
$14.3M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.1K- 10.09% |
$27K - $29K
|
9.8K
$183K
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.23KClosed |
$227K - $243K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.06KClosed |
$50.7K - $54.4K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.2KClosed |
$250K - $268K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-21.7KClosed |
$533K - $571K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
67+ 0.81% |
$1.65K - $1.76K
|
8.38K
$157K
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
19.3KNew |
$474K - $508K
|
19.3K
$361K
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-750KClosed |
$18.4M - $19.8M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-3.46K- 29.63% |
$85K - $91.1K
|
8.22K
$154K
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.84K+ 8.42% |
$144K - $154K
|
75.2K
$1.41M
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.8KClosed |
$44.2K - $47.4K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-13.9KClosed |
$341K - $365K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
SELL
|
- |
-236KClosed |
$5.8M - $6.22M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8.05K- 24.15% |
$198K - $212K
|
25.3K
$472K
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
SELL
|
- |
-774- 5.07% |
$19K - $20.4K
|
14.5K
$271K
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
72+ 0.87% |
$1.77K - $1.9K
|
8.35K
$156K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
89.5KNew |
$2.2M - $2.36M
|
89.5K
$1.67M
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
8.72KNew |
$214K - $230K
|
8.72K
$163K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-39KClosed |
$959K - $1.03M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-540- 21.74% |
$13.3K - $14.2K
|
1.94K
$36.4K
|