Latest Institutional Transactions on Proshares Tr S&P Tech Divid Ar (TDV)
This table provides information on the latest institutional transactions involving Proshares Tr S&P Tech Divid Ar (TDV) 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 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12+ 0.33% |
$705 - $841
|
3.63K
$272K
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-161- 0.37% |
$9.45K - $11.3K
|
43.3K
$3.25M
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
123+ 16.33% |
$7.22K - $8.62K
|
876
$65.7K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.76K+ 7.09% |
$170K - $187K
|
41.6K
$3.12M
|
|
Oct 10, 2023
Q3 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
4.99KNew |
$307K - $339K
|
4.99K
$374K
|
|
Q2 2023 | |||||||
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.12KClosed |
$64.7K - $74.2K
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.59K- 45.37% |
$208K - $238K
|
4.32K
$324K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.29KNew |
$306K - $351K
|
5.29K
$397K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
16New |
$886 - $1K
|
16
$1.2K
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
53New |
$2.94K - $3.32K
|
53
$3.98K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
903New |
$45.1K - $53.9K
|
903
$67.8K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
702New |
$35.1K - $41.9K
|
702
$52.7K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
903New |
$45.1K - $53.9K
|
903
$67.8K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-180- 59.02% |
$9.1K - $11.1K
|
125
$9.38K
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.6K- 1.13% |
$80.9K - $99K
|
139K
$10.5M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-123- 59.13% |
$6.22K - $7.61K
|
85
$6.38K
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
4.28KNew |
$223K - $269K
|
4.28K
$321K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-250Closed |
$13K - $15.7K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-451Closed |
$26.2K - $30.4K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.75KClosed |
$102K - $118K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-5Closed |
$291 - $337
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
903New |
$52.5K - $60.9K
|
903
$67.8K
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-160K- 55.17% |
$9.3M - $10.8M
|
130K
$9.75M
|
|
Q4 2021 | |||||||
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.78KClosed |
$166K - $188K
|
0
$0
|
|
Q1 2021 | |||||||
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.93K- 90.59% |
$101K - $110K
|
200
$15K
|