Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.56K- 30.74% |
$162K - $179K
|
19.3K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.23K- 75.53% |
$42.2K - $46.5K
|
722
$12.9K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.75K- 13.19% |
$33.1K - $36.6K
|
11.5K
$205K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-934- 8.27% |
$17.7K - $19.5K
|
10.4K
$185K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-693- 23.86% |
$13.1K - $14.5K
|
2.21K
$39.4K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-427- 4.03% |
$8.08K - $8.92K
|
10.2K
$181K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-201- 99.01% |
$3.8K - $4.2K
|
2
$35.6
|
|
| Q4 2023 | |||||||
|
Feb 02, 2024
Q4 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-218K- 32.3% |
$4.4M - $4.65M
|
458K
$8.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-126K- 85.24% |
$2.53M - $2.68M
|
21.8K
$388K
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-55.2K- 79.41% |
$1.11M - $1.17M
|
14.3K
$255K
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-27.6K- 8.12% |
$555K - $586K
|
312K
$5.56M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-13.1K- 16.37% |
$264K - $279K
|
67.1K
$1.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-5.86K- 32.87% |
$118K - $125K
|
12K
$213K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.9K- 92.84% |
$98.6K - $104K
|
378
$6.73K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.81K- 0.71% |
$76.6K - $81K
|
533K
$9.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-996- 19.36% |
$20K - $21.2K
|
4.15K
$73.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-807- 6.87% |
$16.2K - $17.2K
|
10.9K
$195K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-600- 4.44% |
$12.1K - $12.8K
|
12.9K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-583- 2.7% |
$11.7K - $12.4K
|
21K
$374K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-47.9K- 99.98% |
$956K - $1.02M
|
10
$178
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-28.5K- 98.21% |
$569K - $605K
|
518
$9.23K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-15.7K- 56.14% |
$314K - $334K
|
12.3K
$219K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-9.04K- 15.31% |
$180K - $192K
|
50K
$890K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-5K- 6.67% |
$99.8K - $106K
|
70K
$1.25M
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-3.4K- 8.15% |
$67.8K - $72.2K
|
38.3K
$682K
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.96K- 3.12% |
$59.1K - $62.9K
|
91.9K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-1.65K- 2.54% |
$32.9K - $35K
|
63.3K
$1.13M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-1.1K- 84.29% |
$22K - $23.4K
|
205
$3.65K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-800- 3.42% |
$16K - $17K
|
22.6K
$403K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-187- 61.51% |
$3.73K - $3.97K
|
117
$2.08K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-8- 7.69% |
$160 - $170
|
96
$1.71K
|
|
| Q2 2023 | |||||||
|
Jul 17, 2023
Q2 2023
|
Simpli Fi, Inc.
|
SELL
|
- |
-10.9K- 3.19% |
$224K - $263K
|
332K
$5.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.31K- 30.0% |
$109K - $128K
|
12.4K
$221K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-850- 53.13% |
$17.4K - $20.4K
|
750
$13.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-645- 4.3% |
$13.2K - $15.5K
|
14.4K
$256K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-462- 2.52% |
$9.46K - $11.1K
|
17.9K
$318K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-280- 73.68% |
$5.73K - $6.73K
|
100
$1.78K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-30- 1.53% |
$614 - $722
|
1.93K
$34.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-28- 0.24% |
$573 - $673
|
11.5K
$205K
|
|
| Q1 2023 | |||||||
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-738K- 98.8% |
$15.2M - $17.6M
|
8.94K
$159K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-52K- 42.94% |
$1.07M - $1.24M
|
69.1K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-40.8K- 42.87% |
$841K - $973K
|
54.4K
$969K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-22.6K- 11.78% |
$466K - $539K
|
169K
$3.02M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-762- 3.86% |
$15.7K - $18.2K
|
19K
$338K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-612- 2.77% |
$12.6K - $14.6K
|
21.5K
$382K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100- 86.21% |
$2.06K - $2.38K
|
16
$285
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-35- 33.33% |
$721 - $834
|
70
$1.25K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-26- 0.27% |
$536 - $620
|
9.47K
$169K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12- 0.03% |
$247 - $286
|
40.6K
$723K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-133K- 33.31% |
$2.91M - $3.11M
|
266K
$4.74M
|
|