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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
7.93KNew |
$246K - $252K
|
7.93K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
372New |
$11.5K - $11.8K
|
372
$12.7K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-49.8K- 80.06% |
$1.54M - $1.58M
|
12.4K
$423K
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.72K- 4.84% |
$53.2K - $54.6K
|
33.8K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
133+ 100.0% |
$4.12K - $4.23K
|
266
$9.08K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-127- 20.85% |
$3.94K - $4.04K
|
482
$16.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-33.3K- 44.64% |
$1.03M - $1.06M
|
41.3K
$1.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1- 0.01% |
$31 - $31.8
|
8.59K
$293K
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-9.84K- 22.37% |
$305K - $313K
|
34.1K
$1.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-11.1K- 7.2% |
$343K - $352K
|
142K
$4.86M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
29+ 0.44% |
$899 - $923
|
6.6K
$225K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.93K- 84.01% |
$59.9K - $61.5K
|
368
$12.6K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
138New |
$4.26K - $4.43K
|
138
$4.71K
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
16.5KNew |
$510K - $531K
|
16.5K
$564K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.79K- 51.25% |
$240K - $250K
|
7.41K
$253K
|
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-116- 13.5% |
$3.58K - $3.73K
|
743
$25.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-5.77K- 7.7% |
$178K - $186K
|
69.2K
$2.36M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-30.7KClosed |
$927K - $989K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-39.4KClosed |
$1.19M - $1.27M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-95Closed |
$2.87K - $3.06K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-33.9KClosed |
$1.02M - $1.09M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
463New |
$14K - $14.9K
|
463
$15.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.73KClosed |
$203K - $217K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-7- 0.02% |
$211 - $225
|
44.9K
$1.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-19.2KClosed |
$579K - $618K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.85KClosed |
$207K - $220K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.54KClosed |
$167K - $178K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
41+ 43.62% |
$1.24K - $1.32K
|
135
$4.61K
|
|
|
Aug 09, 2022
Q2 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
7.66KNew |
$231K - $246K
|
7.66K
$261K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.77KClosed |
$234K - $250K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-6.48KClosed |
$196K - $209K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.33K- 98.17% |
$191K - $204K
|
118
$4.03K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-407- 12.51% |
$12.3K - $13.1K
|
2.85K
$97.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-78Closed |
$2.35K - $2.51K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.11K+ 651.23% |
$63.6K - $67.9K
|
2.43K
$83K
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-18.5KClosed |
$558K - $596K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-1.14K- 8.45% |
$34.5K - $36.8K
|
12.4K
$423K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-14.9KClosed |
$448K - $478K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.8KClosed |
$355K - $379K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$33.8K - $36.1K
|
1.12K
$38.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
8+ 0.07% |
$241 - $257
|
12.2K
$415K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-128Closed |
$3.86K - $4.12K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-92- 65.25% |
$2.77K - $2.96K
|
49
$1.67K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-200Closed |
$6.03K - $6.44K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.25KNew |
$67.9K - $72.4K
|
2.25K
$76.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-9.05KClosed |
$273K - $291K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.24KClosed |
$37.5K - $40K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-42.3KClosed |
$1.27M - $1.36M
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.56KClosed |
$112K - $115K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-6.52KClosed |
$205K - $210K
|
0
$0
|
|