Latest Institutional Transactions on Listed Fds Tr Wahed Dow Jones (UMMA)
This table provides information on the latest institutional transactions involving Listed Fds Tr Wahed Dow Jones (UMMA) 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, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
75.9K+ 499.13% |
$1.79M - $1.96M
|
91.1K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.82K+ 4.63% |
$42.8K - $46.9K
|
41.1K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$23.6 - $25.8
|
2
$51.3
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.6KNew |
$249K - $272K
|
10.6K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.45K- 93.48% |
$128K - $141K
|
380
$9.74K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.02K+ 8.53% |
$94.6K - $104K
|
51.1K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
21.4KNew |
$505K - $553K
|
21.4K
$549K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
625+ 5.89% |
$14.7K - $16.1K
|
11.2K
$288K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
425+ 400.94% |
$10K - $11K
|
531
$13.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$47.1 - $51.6
|
9.15K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.2K+ 15.21% |
$51.9K - $56.8K
|
16.7K
$427K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
40K+ 32.0% |
$942K - $1.03M
|
165K
$4.23M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4- 0.01% |
$94.2 - $103
|
39.5K
$1.01M
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
108+ 7.7% |
$2.51K - $2.82K
|
1.51K
$38.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
30New |
$696 - $782
|
30
$769
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4+ 0.16% |
$92.8 - $104
|
2.52K
$64.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.6KNew |
$223K - $250K
|
9.6K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
355New |
$8.24K - $9.25K
|
355
$9.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.46KNew |
$57K - $64.1K
|
2.46K
$63K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.56K+ 7.81% |
$82.6K - $92.8K
|
49.2K
$1.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
7.9KNew |
$183K - $206K
|
7.9K
$202K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.9K+ 25.55% |
$349K - $387K
|
78.3K
$2.01M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.2K- 92.96% |
$332K - $369K
|
1.15K
$29.5K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.05K+ 27.7% |
$44.9K - $49.9K
|
9.45K
$242K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Shariaportfolio, Inc.
Lake Mary, FL |
SELL
|
- |
-75.9K- 84.62% |
$1.46M - $1.73M
|
13.8K
$353K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
8.84KNew |
$170K - $202K
|
8.84K
$227K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2KNew |
$41.8K - $45.3K
|
2K
$51.2K
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
11.8KNew |
$198K - $241K
|
11.8K
$303K
|
|