Latest Institutional Purchases of Kraneshares Tr Quadratic Int R (IVOL)
This list provides information on the latest institutional transactions involving Kraneshares Tr Quadratic Int R (IVOL) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42.8KNew |
$794K - $838K
|
42.8K
$800K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
21.6K+ 169.52% |
$401K - $423K
|
34.4K
$643K
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
21.1KNew |
$391K - $413K
|
21.1K
$395K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
19.7KNew |
$365K - $385K
|
19.7K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
19.3KNew |
$358K - $377K
|
19.3K
$361K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
17.9KNew |
$332K - $350K
|
17.9K
$334K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
12.5KNew |
$231K - $244K
|
12.5K
$233K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.3KNew |
$191K - $202K
|
10.3K
$193K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
5.36K+ 52.65% |
$99.4K - $105K
|
15.5K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
4.65K+ 0.68% |
$86.3K - $91K
|
687K
$12.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.76KNew |
$51.1K - $54K
|
2.76K
$51.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.73K+ 1.83% |
$50.6K - $53.3K
|
151K
$2.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.37K+ 3.86% |
$25.3K - $26.7K
|
36.7K
$687K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
715+ 1.29% |
$13.3K - $14K
|
56.1K
$1.05M
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
506+ 0.49% |
$9.39K - $9.9K
|
104K
$1.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
494+ 1.59% |
$9.16K - $9.67K
|
31.6K
$591K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
343New |
$6.36K - $6.71K
|
343
$6.41K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
288New |
$5.34K - $5.64K
|
288
$5.39K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
150New |
$2.78K - $2.94K
|
150
$2.81K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
35+ 9.14% |
$649 - $685
|
418
$7.82K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
34.1K+ 6.57% |
$624K - $648K
|
554K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.12K+ 13.47% |
$56.9K - $59.2K
|
26.3K
$491K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
984New |
$18K - $18.7K
|
984
$18.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
322New |
$5.88K - $6.11K
|
322
$6.02K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
47+ 25.68% |
$859 - $893
|
230
$4.3K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
44.2KNew |
$837K - $923K
|
44.2K
$826K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.1KNew |
$343K - $378K
|
18.1K
$338K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
12.6KNew |
$239K - $264K
|
12.6K
$236K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.82K+ 7.52% |
$53.3K - $58.8K
|
40.2K
$753K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
218+ 484.44% |
$4.13K - $4.55K
|
263
$4.92K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 1.92% |
$18.9 - $20.9
|
53
$991
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
50.6KNew |
$1.02M - $1.08M
|
50.6K
$947K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.1KNew |
$464K - $491K
|
23.1K
$431K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
11.6K+ 3.4% |
$234K - $248K
|
355K
$6.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.85K+ 16.07% |
$37.2K - $39.3K
|
13.3K
$250K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.62KNew |
$32.7K - $34.5K
|
1.62K
$30.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.14KNew |
$23K - $24.3K
|
1.14K
$21.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
289New |
$5.82K - $6.15K
|
289
$5.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
171New |
$3.44K - $3.64K
|
171
$3.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
9+ 18.0% |
$181 - $191
|
59
$1.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
433KNew |
$8.65M - $9.21M
|
433K
$8.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
376KNew |
$7.51M - $7.99M
|
376K
$7.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
14.3KNew |
$285K - $304K
|
14.3K
$267K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.08K+ 6.45% |
$21.5K - $22.9K
|
17.8K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
500New |
$9.98K - $10.6K
|
500
$9.35K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
441New |
$8.8K - $9.37K
|
441
$8.25K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
PUT |
100New |
$2K - $2.13K
|
100
$1.87K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
30New |
$599 - $638
|
30
$561
|
|