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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.37K+ 3.86% |
$25.3K - $26.7K
|
36.7K
$707K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
715+ 1.29% |
$13.3K - $14K
|
56.1K
$1.08M
|
|
|
Jul 14, 2025
Q3 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
540New |
$10K - $10.6K
|
540
$10.4K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
506+ 0.49% |
$9.39K - $9.9K
|
104K
$2M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
494+ 1.59% |
$9.16K - $9.67K
|
31.6K
$608K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
343New |
$6.36K - $6.71K
|
343
$6.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
288New |
$5.34K - $5.64K
|
288
$5.54K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
150New |
$2.78K - $2.94K
|
150
$2.89K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
35+ 9.14% |
$649 - $685
|
418
$8.04K
|
|
|
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
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.12K+ 13.47% |
$56.9K - $59.2K
|
26.3K
$505K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
984New |
$18K - $18.7K
|
984
$18.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
322New |
$5.88K - $6.11K
|
322
$6.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
47+ 25.68% |
$859 - $893
|
230
$4.43K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
44.2KNew |
$837K - $923K
|
44.2K
$850K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.1KNew |
$343K - $378K
|
18.1K
$348K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
12.6KNew |
$239K - $264K
|
12.6K
$243K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.82K+ 7.52% |
$53.3K - $58.8K
|
40.2K
$774K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
218+ 484.44% |
$4.13K - $4.55K
|
263
$5.06K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 1.92% |
$18.9 - $20.9
|
53
$1.02K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
50.6KNew |
$1.02M - $1.08M
|
50.6K
$974K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.1KNew |
$464K - $491K
|
23.1K
$444K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
11.6K+ 3.4% |
$234K - $248K
|
355K
$6.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.85K+ 16.07% |
$37.2K - $39.3K
|
13.3K
$257K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.62KNew |
$32.7K - $34.5K
|
1.62K
$31.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
289New |
$5.82K - $6.15K
|
289
$5.56K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
171New |
$3.44K - $3.64K
|
171
$3.29K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
9+ 18.0% |
$181 - $191
|
59
$1.14K
|
|
| Q3 2023 | |||||||
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
433KNew |
$8.65M - $9.21M
|
433K
$8.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
376KNew |
$7.51M - $7.99M
|
376K
$7.24M
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
14.3KNew |
$285K - $304K
|
14.3K
$275K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.08K+ 6.45% |
$21.5K - $22.9K
|
17.8K
$342K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
500New |
$9.98K - $10.6K
|
500
$9.62K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
441New |
$8.8K - $9.37K
|
441
$8.48K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
PUT |
100New |
$2K - $2.13K
|
100
$1.92K
|
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
21+ 0.15% |
$419 - $446
|
14.5K
$279K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
17+ 0.14% |
$339 - $361
|
11.8K
$227K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
203KNew |
$4.17M - $4.89M
|
203K
$3.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.1KNew |
$247K - $291K
|
12.1K
$232K
|
|
|
Jul 20, 2023
Q2 2023
|
St. James Investment Company, LLC
|
BUY
|
- |
750+ 1.82% |
$15.4K - $18K
|
41.9K
$805K
|
|
|
Aug 04, 2023
Q2 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.45% |
$901 - $1.06K
|
9.92K
$191K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
18.2K+ 10.82% |
$375K - $434K
|
186K
$3.59M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
12.3KNew |
$254K - $293K
|
12.3K
$237K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
356New |
$7.33K - $8.48K
|
356
$6.85K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
427K+ 9494.22% |
$9.34M - $9.98M
|
432K
$8.31M
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
104KNew |
$2.28M - $2.44M
|
104K
$2.01M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
20.6KNew |
$451K - $482K
|
20.6K
$397K
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$273K - $292K
|
12.5K
$240K
|
|