Purchases and Sales Made in Q1 2022 in Kraneshares Tr Quadratic Int R (IVOL)
This table provides information about the institutional ownership of Kraneshares Tr Quadratic Int R (IVOL) during Q1 2022. The information is specifically focused on institutions that hold shares of KRANESHARES TR QUADRATIC INT R.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 14, 2022
Q1 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
3.17K+ 0.93% |
$80.8K - $86.2K
|
343K
$6.13M
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.49K+ 13.51% |
$63.4K - $67.7K
|
20.9K
$373K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.43K+ 16.52% |
$61.9K - $66K
|
17.1K
$305K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.23KNew |
$56.8K - $60.6K
|
2.23K
$39.7K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
1.93K+ 154.37% |
$49.1K - $52.4K
|
3.17K
$56.6K
|
|
May 16, 2022
Q1 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
1.67K+ 1.33% |
$42.4K - $45.3K
|
127K
$2.26M
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.51K+ 2.23% |
$38.5K - $41.1K
|
69.4K
$1.24M
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.43KNew |
$36.3K - $38.8K
|
1.43K
$25.4K
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.24K+ 3.78% |
$31.6K - $33.7K
|
34.1K
$608K
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.18K+ 6.33% |
$30K - $32K
|
19.8K
$353K
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1.13KNew |
$28.8K - $30.7K
|
1.13K
$20.2K
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
BUY
|
- |
1.11K+ 7.81% |
$28.2K - $30.1K
|
15.3K
$272K
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1K+ 0.34% |
$25.5K - $27.2K
|
293K
$5.23M
|
|
May 16, 2022
Q1 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
808+ 0.98% |
$20.6K - $22K
|
83K
$1.48M
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
664New |
$16.9K - $18.1K
|
664
$11.8K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
620+ 0.2% |
$15.8K - $16.9K
|
308K
$5.5M
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
385New |
$9.81K - $10.5K
|
385
$6.87K
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
285+ 3.42% |
$7.26K - $7.75K
|
8.62K
$154K
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
190New |
$4.84K - $5.17K
|
190
$3.39K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
101+ 4.17% |
$2.57K - $2.75K
|
2.53K
$45K
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
100+ 0.29% |
$2.55K - $2.72K
|
34.3K
$612K
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
70New |
$1.78K - $1.9K
|
70
$1.25K
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
43+ 0.63% |
$1.1K - $1.17K
|
6.85K
$122K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
25New |
$637 - $680
|
25
$446
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 1.0% |
$153 - $163
|
608
$10.8K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
4New |
$102 - $109
|
4
$71.4
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 1.4% |
$76.5 - $81.6
|
218
$3.89K
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
SELL
|
- |
-3Closed |
$76.5 - $81.6
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-17- 0.12% |
$433 - $462
|
13.8K
$246K
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-28- 0.04% |
$714 - $762
|
65.7K
$1.17M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-82- 82.0% |
$2.09K - $2.23K
|
18
$321
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-90- 0.02% |
$2.29K - $2.45K
|
361K
$6.43M
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-93- 7.34% |
$2.37K - $2.53K
|
1.17K
$20.9K
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-150- 1.88% |
$3.82K - $4.08K
|
7.84K
$140K
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-179- 0.89% |
$4.56K - $4.87K
|
19.9K
$354K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-226- 1.69% |
$5.76K - $6.15K
|
13.2K
$235K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-234- 15.51% |
$5.96K - $6.36K
|
1.28K
$22.7K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-253Closed |
$6.45K - $6.88K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-272- 32.27% |
$6.93K - $7.4K
|
571
$10.2K
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-289Closed |
$7.37K - $7.86K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-483- 0.93% |
$12.3K - $13.1K
|
51.4K
$917K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-489- 7.5% |
$12.5K - $13.3K
|
6.03K
$108K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-514Closed |
$13.1K - $14K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-568- 1.22% |
$14.5K - $15.4K
|
46.1K
$822K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-690- 4.3% |
$17.6K - $18.8K
|
15.4K
$274K
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-775- 0.86% |
$19.8K - $21.1K
|
88.9K
$1.59M
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-815Closed |
$20.8K - $22.2K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-950- 1.43% |
$24.2K - $25.8K
|
65.3K
$1.17M
|