Latest Institutional Transactions on Iq Merger Arbitrage ETF (MNA)
This table provides information on the latest institutional transactions involving Iq Merger Arbitrage ETF (MNA) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-51.8K- 5.19% |
$1.64M - $1.71M
|
946K
$33.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-610- 36.44% |
$19.3K - $20.1K
|
1.06K
$37.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-1.83K- 41.68% |
$57.7K - $60.3K
|
2.56K
$91.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.4K- 25.89% |
$329K - $344K
|
29.8K
$1.06M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.42KNew |
$108K - $113K
|
3.42K
$122K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
334New |
$10.3K - $10.6K
|
334
$11.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13K- 58.17% |
$400K - $411K
|
9.36K
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
565New |
$17.4K - $17.9K
|
565
$20.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
537+ 25.74% |
$16.5K - $17K
|
2.62K
$93.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.73KNew |
$207K - $213K
|
6.73K
$240K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
8.04KNew |
$249K - $254K
|
8.04K
$287K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.61K+ 1562.14% |
$49.8K - $50.9K
|
1.71K
$61K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
91New |
$2.82K - $2.88K
|
91
$3.24K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
314New |
$9.72K - $9.93K
|
314
$11.2K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.36K+ 1.16% |
$42.2K - $43.1K
|
119K
$4.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.4KNew |
$43.4K - $44.3K
|
1.4K
$49.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
587+ 3.37% |
$18.2K - $18.6K
|
18K
$642K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.31K+ 8.51% |
$71.5K - $73K
|
29.4K
$1.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-63.9K- 66.73% |
$1.98M - $2.02M
|
31.9K
$1.14M
|
|
| Q4 2023 | |||||||
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
364New |
$11.2K - $11.6K
|
364
$13K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
25New |
$772 - $798
|
25
$891
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.9K- 69.05% |
$89.6K - $92.6K
|
1.3K
$46.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.63KNew |
$267K - $276K
|
8.63K
$308K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-3.95K- 3.89% |
$122K - $126K
|
97.6K
$3.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
18.3KNew |
$566K - $585K
|
18.3K
$653K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
19.7K+ 20.33% |
$608K - $628K
|
116K
$4.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-681- 69.07% |
$21K - $21.7K
|
305
$10.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.23KNew |
$38K - $39.2K
|
1.23K
$43.8K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
400New |
$12.4K - $12.8K
|
400
$14.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
191New |
$5.9K - $6.1K
|
191
$6.81K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.05KNew |
$32.3K - $33.4K
|
1.05K
$37.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
31.9KNew |
$986K - $1.02M
|
31.9K
$1.14M
|
|
| Q3 2023 | |||||||
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-8.86KClosed |
$274K - $282K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3New |
$92.9 - $95.5
|
3
$107
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.33K+ 15.94% |
$103K - $106K
|
24.2K
$863K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.3K- 22.67% |
$71.4K - $73.4K
|
7.86K
$280K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
3New |
$92.9 - $95.5
|
3
$107
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-6.98K- 50.66% |
$216K - $222K
|
6.8K
$242K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
650New |
$20.1K - $20.7K
|
650
$23.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
9.3KNew |
$288K - $296K
|
9.3K
$332K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
23New |
$713 - $732
|
23
$820
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-1.85K- 2.23% |
$57.3K - $58.9K
|
81.1K
$2.89M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-566- 26.33% |
$17.5K - $18K
|
1.58K
$56.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-633- 5.14% |
$19.6K - $20.2K
|
11.7K
$417K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
400+ 44.2% |
$12.4K - $12.7K
|
1.31K
$46.5K
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-14.7KClosed |
$457K - $471K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
158K+ 1601.99% |
$4.89M - $5.03M
|
168K
$5.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-654- 43.51% |
$20.3K - $20.9K
|
849
$30.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
60New |
$1.86K - $1.92K
|
60
$2.14K
|
|