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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
9.99KNew |
$218K - $233K
|
9.99K
$192K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.46KNew |
$207K - $221K
|
9.46K
$182K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
9.27K+ 6.87% |
$203K - $217K
|
144K
$2.77M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
368+ 119.09% |
$8.04K - $8.6K
|
677
$13K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
307+ 52.66% |
$6.71K - $7.17K
|
890
$17.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
274New |
$5.99K - $6.4K
|
274
$5.27K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
226New |
$4.94K - $5.28K
|
226
$4.35K
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
105+ 0.97% |
$2.3K - $2.45K
|
11K
$211K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
81+ 0.62% |
$1.77K - $1.89K
|
13.2K
$254K
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
BUY
|
- |
18.8K+ 12.17% |
$416K - $498K
|
174K
$3.34M
|
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
14.8KNew |
$328K - $392K
|
14.8K
$285K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.5KNew |
$254K - $304K
|
11.5K
$222K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.72K+ 27.29% |
$148K - $177K
|
31.3K
$603K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.56K+ 1.73% |
$56.5K - $67.6K
|
151K
$2.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.47K+ 4.62% |
$54.5K - $65.3K
|
55.9K
$1.08M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.76KNew |
$38.9K - $46.5K
|
1.76K
$33.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
700New |
$15.5K - $18.5K
|
700
$13.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Belmont Capital, LLC
|
BUY
|
- |
700+ 2000.0% |
$15.5K - $18.5K
|
735
$14.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
321+ 100.0% |
$7.09K - $8.48K
|
642
$12.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
300New |
$6.62K - $7.93K
|
300
$5.77K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
265+ 0.59% |
$5.85K - $7K
|
44.9K
$865K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
251+ 1.04% |
$5.54K - $6.63K
|
24.3K
$468K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
89.5KNew |
$2.2M - $2.36M
|
89.5K
$1.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
85.7KNew |
$2.11M - $2.26M
|
85.7K
$1.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
39.1KNew |
$960K - $1.03M
|
39.1K
$752K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
23.2KNew |
$570K - $611K
|
23.2K
$446K
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
19.3KNew |
$474K - $508K
|
19.3K
$371K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
8.72KNew |
$214K - $230K
|
8.72K
$168K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.84K+ 8.42% |
$144K - $154K
|
75.2K
$1.45M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
810New |
$19.9K - $21.3K
|
810
$15.6K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
72+ 0.87% |
$1.77K - $1.9K
|
8.35K
$161K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
67+ 0.81% |
$1.65K - $1.76K
|
8.38K
$161K
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.4KNew |
$342K - $365K
|
13.4K
$258K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.43KNew |
$36.3K - $38.8K
|
1.43K
$27.4K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1.13KNew |
$28.8K - $30.7K
|
1.13K
$21.7K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
385New |
$9.81K - $10.5K
|
385
$7.41K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
70New |
$1.78K - $1.9K
|
70
$1.35K
|
|
| Q4 2021 | |||||||
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
8.69KNew |
$231K - $243K
|
8.69K
$167K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.45KNew |
$65.2K - $68.5K
|
2.45K
$47.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
200+ 2.25% |
$5.32K - $5.59K
|
9.1K
$175K
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
35.9KNew |
$986K - $1.04M
|
35.9K
$691K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
15.8KNew |
$434K - $456K
|
15.8K
$304K
|
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8.76KNew |
$241K - $253K
|
8.76K
$168K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Tiedemann Advisors, LLC
|
BUY
|
- |
14.3KNew |
$389K - $400K
|
14.3K
$274K
|
|