Purchases and Sales Made in Q1 2024 in Kraneshares Tr Quadratic Int R (IVOL)
This table provides information about the institutional ownership of Kraneshares Tr Quadratic Int R (IVOL) during Q1 2024. 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 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.01M+ 22.89% |
$19.1M - $21.1M
|
5.42M
$97.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
520KNew |
$9.84M - $10.9M
|
520K
$9.36M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
472K+ 805.08% |
$8.93M - $9.86M
|
530K
$9.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
427KNew |
$8.08M - $8.92M
|
427K
$7.69M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
303K+ 139.09% |
$5.74M - $6.33M
|
521K
$9.38M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
127K+ 24.14% |
$2.41M - $2.66M
|
654K
$11.8M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
127K+ 24.14% |
$2.41M - $2.66M
|
654K
$11.8M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
109K+ 19.89% |
$2.05M - $2.27M
|
654K
$11.8M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
93.6K+ 15.06% |
$1.77M - $1.95M
|
715K
$12.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
44.2KNew |
$837K - $923K
|
44.2K
$796K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34K+ 3.75% |
$643K - $709K
|
939K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
33.2K+ 280.88% |
$629K - $694K
|
45.1K
$811K
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
32.4K+ 27.74% |
$613K - $677K
|
149K
$2.69M
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
23.6K+ 9.22% |
$447K - $493K
|
279K
$5.03M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
23.1KNew |
$438K - $483K
|
23.1K
$417K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.1KNew |
$343K - $378K
|
18.1K
$326K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
18K+ 17.71% |
$341K - $377K
|
120K
$2.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
17.9K+ 9.36% |
$339K - $375K
|
210K
$3.77M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
12.8K+ 10.54% |
$242K - $267K
|
134K
$2.41M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
12.6KNew |
$239K - $264K
|
12.6K
$227K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11.2K+ 16.92% |
$213K - $235K
|
77.7K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.35K+ 623.13% |
$177K - $195K
|
10.8K
$195K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.39K+ 24.32% |
$140K - $154K
|
37.8K
$680K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
6.27K+ 34.9% |
$119K - $131K
|
24.2K
$436K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.86KNew |
$73K - $80.6K
|
3.86K
$69.5K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.57K+ 0.55% |
$67.6K - $74.6K
|
657K
$11.8M
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
3.48K+ 6.86% |
$65.9K - $72.8K
|
54.3K
$977K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.47KNew |
$65.7K - $72.5K
|
3.47K
$62.5K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3K+ 30.0% |
$56.8K - $62.7K
|
13K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.84K+ 2.92% |
$53.7K - $59.3K
|
100K
$1.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.82K+ 7.52% |
$53.3K - $58.8K
|
40.2K
$725K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.2K+ 17.12% |
$41.6K - $45.9K
|
15K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.86K+ 51.97% |
$35.1K - $38.8K
|
5.43K
$97.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.86K+ 10.29% |
$35.1K - $38.8K
|
19.9K
$358K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.8K+ 51.34% |
$34K - $37.5K
|
5.3K
$95.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.68K+ 88.89% |
$31.8K - $35.1K
|
3.57K
$64.3K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
611+ 41.45% |
$11.6K - $12.8K
|
2.09K
$37.6K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
410+ 3.26% |
$7.76K - $8.56K
|
13K
$234K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
218+ 484.44% |
$4.13K - $4.55K
|
263
$4.74K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
186New |
$3.52K - $3.89K
|
186
$3.35K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
186+ 1.56% |
$3.52K - $3.89K
|
12.1K
$219K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
183New |
$3.46K - $3.82K
|
183
$3.3K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
98+ 0.27% |
$1.86K - $2.05K
|
36.5K
$657K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
59+ 0.56% |
$1.12K - $1.23K
|
10.6K
$191K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
21+ 0.25% |
$398 - $439
|
8.44K
$152K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
15+ 1.23% |
$284 - $313
|
1.24K
$22.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.9% |
$37.9 - $41.8
|
224
$4.03K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 1.92% |
$18.9 - $20.9
|
53
$955
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|