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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100- 86.21% |
$2.06K - $2.38K
|
16
$285
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-107- 0.85% |
$2.2K - $2.55K
|
12.5K
$224K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-150- 2.62% |
$3.09K - $3.57K
|
5.57K
$99.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-244- 7.11% |
$5.03K - $5.81K
|
3.19K
$56.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-309- 0.25% |
$6.37K - $7.36K
|
122K
$2.18M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-597- 7.71% |
$12.3K - $14.2K
|
7.15K
$127K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-612- 2.77% |
$12.6K - $14.6K
|
21.5K
$383K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-762- 3.86% |
$15.7K - $18.2K
|
19K
$339K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.1K- 74.38% |
$22.7K - $26.3K
|
380
$6.78K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.17K- 2.48% |
$24.1K - $27.8K
|
46K
$820K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.27K- 5.64% |
$26.2K - $30.3K
|
21.3K
$380K
|
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.4K- 2.44% |
$28.8K - $33.4K
|
55.9K
$998K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.42K- 9.63% |
$29.1K - $33.7K
|
13.3K
$237K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.48K- 7.48% |
$30.5K - $35.3K
|
18.3K
$327K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.52K- 50.17% |
$31.2K - $36.1K
|
1.51K
$26.9K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.64K- 9.85% |
$33.8K - $39.1K
|
15K
$268K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.92K- 7.52% |
$39.5K - $45.7K
|
23.6K
$421K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.26K- 11.31% |
$46.5K - $53.8K
|
17.7K
$316K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.56K- 5.74% |
$52.7K - $61K
|
42K
$750K
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-3.16K- 7.39% |
$65.1K - $75.4K
|
39.6K
$707K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-3.69K- 14.27% |
$76K - $87.9K
|
22.2K
$395K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.95K- 71.17% |
$81.4K - $94.1K
|
1.6K
$28.5K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.98K- 1.34% |
$82K - $94.9K
|
294K
$5.25M
|
|
|
May 05, 2023
Q1 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-4.36K- 30.64% |
$89.9K - $104K
|
9.88K
$176K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.5K- 10.46% |
$92.7K - $107K
|
38.5K
$687K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.18K- 16.03% |
$107K - $123K
|
27.1K
$484K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-6.12K- 6.18% |
$126K - $146K
|
92.9K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-6.46K- 8.94% |
$133K - $154K
|
65.8K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-6.76K- 45.23% |
$139K - $161K
|
8.19K
$146K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.78K- 71.68% |
$160K - $185K
|
3.07K
$54.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-8.29K- 26.16% |
$171K - $198K
|
23.4K
$417K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-8.9K- 22.28% |
$183K - $212K
|
31.1K
$554K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.22K- 20.63% |
$190K - $220K
|
35.5K
$633K
|
|
|
May 08, 2023
Q1 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-13.1K- 1.93% |
$269K - $312K
|
664K
$11.9M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-13.3K- 39.87% |
$274K - $316K
|
20K
$357K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-16K- 5.92% |
$330K - $382K
|
255K
$4.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.1K- 16.49% |
$332K - $384K
|
81.6K
$1.46M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-17K- 65.13% |
$350K - $405K
|
9.1K
$162K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-17.6K- 22.28% |
$362K - $419K
|
61.3K
$1.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-21K- 20.33% |
$433K - $500K
|
82.3K
$1.47M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-22.6K- 11.78% |
$466K - $539K
|
169K
$3.02M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-24.4K- 10.61% |
$502K - $580K
|
205K
$3.66M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-28.1K- 3.16% |
$579K - $669K
|
860K
$15.3M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-28.5K- 22.78% |
$588K - $680K
|
96.7K
$1.72M
|
|
|
Apr 11, 2023
Q1 2023
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-37.4K- 8.4% |
$771K - $892K
|
408K
$7.28M
|
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-37.6K- 73.19% |
$775K - $896K
|
13.8K
$246K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-40.8K- 42.87% |
$841K - $973K
|
54.4K
$971K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-52K- 42.94% |
$1.07M - $1.24M
|
69.1K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-52.1K- 49.07% |
$1.07M - $1.24M
|
54.1K
$964K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-63.7K- 24.27% |
$1.31M - $1.52M
|
199K
$3.55M
|