Purchases and Sales Made in Q1 2024 in Etfis Ser Tr I (AMZA)
This table provides information about the institutional ownership of Etfis Ser Tr I (AMZA) during Q1 2024. The information is specifically focused on institutions that hold shares of ETFIS SER TR I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
31.5KNew |
$1.1M - $1.3M
|
31.5K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
21.9KNew |
$767K - $902K
|
21.9K
$906K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.7K+ 10.07% |
$515K - $606K
|
161K
$6.65M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.4K+ 18.69% |
$434K - $511K
|
78.7K
$3.26M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
9.94KNew |
$348K - $410K
|
9.94K
$412K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.7K+ 38.71% |
$340K - $400K
|
34.8K
$1.44M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.36KNew |
$188K - $221K
|
5.36K
$222K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.01KNew |
$175K - $206K
|
5.01K
$207K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.26KNew |
$44.2K - $52K
|
1.26K
$52.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.19K+ 82.33% |
$41.8K - $49.2K
|
2.64K
$109K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.14K+ 9.82% |
$39.8K - $46.8K
|
12.7K
$526K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
720+ 11.45% |
$25.2K - $29.7K
|
7.01K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
604+ 80.32% |
$21.1K - $24.9K
|
1.36K
$56.1K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
604+ 80.32% |
$21.1K - $24.9K
|
1.36K
$56.1K
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
500New |
$17.5K - $20.6K
|
500
$20.7K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
439+ 47.87% |
$15.4K - $18.1K
|
1.36K
$56.1K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
432+ 36.36% |
$15.1K - $17.8K
|
1.62K
$67.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
400New |
$14K - $16.5K
|
400
$16.6K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
305New |
$10.7K - $12.6K
|
305
$12.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
254+ 2.74% |
$8.89K - $10.5K
|
9.51K
$394K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
205+ 20.64% |
$7.18K - $8.45K
|
1.2K
$49.6K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200+ 9.55% |
$7K - $8.24K
|
2.3K
$95K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
150New |
$5.25K - $6.18K
|
150
$6.21K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
101+ 0.22% |
$3.54K - $4.16K
|
45.7K
$1.89M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
86New |
$3.01K - $3.54K
|
86
$3.56K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
83+ 1.11% |
$2.91K - $3.42K
|
7.59K
$314K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
68+ 8.73% |
$2.38K - $2.8K
|
847
$35.1K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 3.23% |
$210 - $247
|
192
$7.95K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3+ 3.13% |
$105 - $124
|
99
$4.1K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 4.88% |
$70 - $82.4
|
43
$1.78K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 6.67% |
$70 - $82.4
|
32
$1.32K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-64- 3.03% |
$2.24K - $2.64K
|
2.05K
$84.8K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-108- 4.46% |
$3.78K - $4.45K
|
2.31K
$95.7K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-110- 11.39% |
$3.85K - $4.53K
|
856
$35.4K
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-482- 7.55% |
$16.9K - $19.9K
|
5.9K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-678- 1.79% |
$23.7K - $27.9K
|
37.2K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.37K- 23.59% |
$47.8K - $56.3K
|
4.43K
$183K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.52K- 2.56% |
$53.2K - $62.6K
|
57.7K
$2.39M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.88K- 21.64% |
$65.7K - $77.4K
|
6.8K
$281K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-2.62K- 8.01% |
$91.8K - $108K
|
30.1K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-105K- 52.28% |
$3.67M - $4.32M
|
95.8K
$3.96M
|