Purchases and Sales Made in Q1 2023 in Kraneshares Tr Quadratic Int R (IVOL)
This table provides information about the institutional ownership of Kraneshares Tr Quadratic Int R (IVOL) during Q1 2023. 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 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
541KNew |
$11.1M - $12.9M
|
541K
$9.75M
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
481K+ 794.42% |
$9.91M - $11.5M
|
541K
$9.75M
|
|
May 03, 2023
Q1 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
281K+ 63.6% |
$5.79M - $6.7M
|
723K
$13M
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
143K+ 432.95% |
$2.94M - $3.4M
|
176K
$3.16M
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
143KNew |
$2.94M - $3.4M
|
143K
$2.57M
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
85.4K+ 854410.0% |
$1.76M - $2.04M
|
85.5K
$1.54M
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
67.2K+ 53.13% |
$1.39M - $1.6M
|
194K
$3.49M
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
62.3K+ 173.18% |
$1.28M - $1.49M
|
98.3K
$1.77M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
40.6KNew |
$836K - $967K
|
40.6K
$731K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
38.9KNew |
$800K - $926K
|
38.9K
$700K
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
26K+ 5.05% |
$536K - $620K
|
541K
$9.75M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.7K+ 6.08% |
$509K - $589K
|
431K
$7.76M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23K+ 1.28% |
$473K - $547K
|
1.82M
$32.8M
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
22KNew |
$453K - $523K
|
22K
$396K
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
21.1K+ 74.45% |
$434K - $502K
|
49.3K
$889K
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
19.3KNew |
$397K - $459K
|
19.3K
$347K
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
18.8K+ 5.8% |
$387K - $447K
|
343K
$6.17M
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
18.4K+ 18.64% |
$379K - $438K
|
117K
$2.11M
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
18.2K+ 10.82% |
$375K - $434K
|
186K
$3.36M
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13.9K+ 12.64% |
$287K - $331K
|
124K
$2.23M
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
12.3KNew |
$254K - $293K
|
12.3K
$222K
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.2K+ 80.7% |
$252K - $291K
|
27.4K
$493K
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11.6KNew |
$238K - $275K
|
11.6K
$208K
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
10.4K+ 7.48% |
$215K - $248K
|
150K
$2.7M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.3KNew |
$211K - $244K
|
10.3K
$185K
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
9.63K+ 14.96% |
$198K - $229K
|
74K
$1.33M
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
BUY
|
- |
7.24K+ 4.79% |
$149K - $173K
|
158K
$2.85M
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
7.17K+ 266.06% |
$148K - $171K
|
9.87K
$178K
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.59K+ 47.4% |
$136K - $157K
|
20.5K
$369K
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
5.24K+ 8.27% |
$108K - $125K
|
68.6K
$1.24M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.52K+ 0.77% |
$51.8K - $59.9K
|
327K
$5.89M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.2K+ 18.89% |
$45.4K - $52.5K
|
13.9K
$250K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.15K+ 3.13% |
$44.2K - $51.2K
|
70.8K
$1.27M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
998+ 9.57% |
$20.6K - $23.8K
|
11.4K
$206K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
682+ 96.88% |
$14K - $16.3K
|
1.39K
$25K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
550+ 2.99% |
$11.3K - $13.1K
|
18.9K
$341K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
356New |
$7.33K - $8.48K
|
356
$6.41K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
235+ 29.16% |
$4.84K - $5.6K
|
1.04K
$18.7K
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
226+ 40.65% |
$4.66K - $5.39K
|
782
$14.1K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
47New |
$968 - $1.12K
|
47
$846
|
|
Apr 27, 2023
Q1 2023
|
St. James Investment Company, LLC
|
BUY
|
- |
30+ 0.07% |
$618 - $715
|
41.1K
$740K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
14+ 0.27% |
$288 - $334
|
5.12K
$92.2K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.93% |
$41.2 - $47.7
|
216
$3.89K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$20.6 - $23.8
|
10K
$180K
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 2.0% |
$20.6 - $23.8
|
51
$919
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12- 0.03% |
$247 - $286
|
40.6K
$731K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-26- 0.27% |
$536 - $620
|
9.47K
$171K
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-35- 33.33% |
$721 - $834
|
70
$1.26K
|