Latest Institutional Transactions on Virtus ETF Tr Ii Virtus Terran (JOET)
This table provides information on the latest institutional transactions involving Virtus ETF Tr Ii Virtus Terran (JOET) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.34KNew |
$195K - $219K
|
5.34K
$224K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.9K- 73.58% |
$547K - $620K
|
6.06K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.91K+ 34.95% |
$127K - $144K
|
15.1K
$633K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
4+ 36.36% |
$130 - $147
|
15
$629
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
149KNew |
$4.84M - $5.49M
|
149K
$6.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-807- 3.48% |
$26.2K - $29.7K
|
22.4K
$937K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
40.9KNew |
$1.33M - $1.51M
|
40.9K
$1.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
360New |
$11.7K - $13.2K
|
360
$15.1K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.01K- 23.72% |
$32.3K - $34.6K
|
3.24K
$136K
|
|
|
Aug 12, 2024
Q2 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
8New |
$257 - $275
|
8
$335
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
66.9K+ 298.17% |
$2M - $2.3M
|
89.3K
$3.74M
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
305+ 232.82% |
$8.02K - $9.48K
|
436
$18.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-39.1K- 71.53% |
$1.03M - $1.21M
|
15.5K
$652K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
113New |
$3.11K - $3.35K
|
113
$4.74K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5Closed |
$134 - $144
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$26.8 - $28.8
|
1
$41.9
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-342- 4.35% |
$9.18K - $9.84K
|
7.53K
$316K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
1KNew |
$26.8K - $28.8K
|
1K
$41.9K
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2K- 21.05% |
$52.4K - $56.6K
|
7.5K
$314K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-61.6K- 24.58% |
$1.61M - $1.74M
|
189K
$7.92M
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
546New |
$13.5K - $15.6K
|
546
$22.9K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.31K- 12.1% |
$31.8K - $39.3K
|
9.49K
$398K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-110KClosed |
$2.69M - $3.33M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
21+ 100.0% |
$512 - $633
|
42
$1.76K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.49KClosed |
$207K - $256K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-38Closed |
$926 - $1.14K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.2KClosed |
$296K - $366K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
50New |
$1.22K - $1.51K
|
50
$2.1K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
82.5KNew |
$2.28M - $2.7M
|
82.5K
$3.46M
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-9.1KClosed |
$252K - $298K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-6.33KClosed |
$175K - $207K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
20New |
$554 - $655
|
20
$838
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$27.7 - $32.7
|
1
$41.9
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
PUT |
1KNew |
$29.2K - $33.2K
|
1K
$41.9K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
45New |
$1.31K - $1.49K
|
45
$1.89K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.45KNew |
$42.4K - $48.1K
|
1.45K
$60.8K
|
|
| Q3 2021 | |||||||
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.5KClosed |
$43.3K - $47.3K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-300Closed |
$8.06K - $8.74K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-100Closed |
$2.69K - $2.91K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-50Closed |
$1.34K - $1.46K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-62Closed |
$1.53K - $1.68K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-100Closed |
$2.47K - $2.71K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
200New |
$4.94K - $5.23K
|
200
$8.38K
|
|