Purchases and Sales Made in Q1 2025 in Kraneshares Tr Quadratic Int R (IVOL)
This table provides information about the institutional ownership of Kraneshares Tr Quadratic Int R (IVOL) during Q1 2025. 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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
760KNew |
$13.4M - $14.2M
|
760K
$14.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
339K+ 11.61% |
$5.97M - $6.34M
|
3.26M
$63.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
317K+ 5.91% |
$5.59M - $5.93M
|
5.68M
$111M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
180K+ 193.29% |
$3.17M - $3.37M
|
273K
$5.35M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
173KNew |
$3.05M - $3.24M
|
173K
$3.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
138K+ 34.73% |
$2.44M - $2.59M
|
537K
$10.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
26.4KNew |
$465K - $494K
|
26.4K
$517K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.9K+ 21.19% |
$403K - $428K
|
131K
$2.56M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
19.3K+ 32.28% |
$340K - $361K
|
79.2K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
16.1K+ 10.45% |
$283K - $301K
|
170K
$3.33M
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
15K+ 50.73% |
$264K - $280K
|
44.5K
$871K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.7K+ 74.24% |
$242K - $256K
|
32.2K
$630K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
13.1K+ 8.32% |
$231K - $246K
|
171K
$3.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
11.5KNew |
$203K - $216K
|
11.5K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.16K+ 202.37% |
$126K - $134K
|
10.7K
$209K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.32K+ 52.25% |
$111K - $118K
|
18.4K
$360K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.09KNew |
$72K - $76.5K
|
4.09K
$80K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.55K+ 100.0% |
$27.3K - $29K
|
3.1K
$60.6K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.38KNew |
$24.4K - $25.9K
|
1.38K
$27.1K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
333New |
$5.86K - $6.23K
|
333
$6.52K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
315New |
$5.55K - $5.89K
|
315
$6.16K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
237New |
$4.17K - $4.43K
|
237
$4.64K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
221+ 0.71% |
$3.89K - $4.13K
|
31.2K
$611K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
161+ 1.32% |
$2.84K - $3.01K
|
12.3K
$242K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
156+ 0.87% |
$2.75K - $2.92K
|
18.1K
$355K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
142+ 13.75% |
$2.5K - $2.66K
|
1.18K
$23K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
123New |
$2.17K - $2.3K
|
123
$2.41K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
80+ 0.57% |
$1.41K - $1.5K
|
14.1K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
52New |
$916 - $972
|
52
$1.02K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
31+ 0.69% |
$546 - $580
|
4.54K
$88.9K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17New |
$299 - $318
|
17
$333
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
15+ 0.03% |
$264 - $281
|
44K
$861K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12+ 0.02% |
$211 - $224
|
59.1K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 0.87% |
$194 - $206
|
1.28K
$25.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.86% |
$52.8 - $56.1
|
353
$6.91K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3+ 0.72% |
$52.8 - $56.1
|
418
$8.18K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.87% |
$35.2 - $37.4
|
232
$4.54K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-100- 51.55% |
$1.76K - $1.87K
|
94
$1.84K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-107- 0.99% |
$1.88K - $2K
|
10.7K
$209K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-142- 0.79% |
$2.5K - $2.66K
|
17.8K
$348K
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-187- 0.55% |
$3.29K - $3.5K
|
33.8K
$662K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-220- 6.35% |
$3.87K - $4.11K
|
3.25K
$63.5K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-267- 25.14% |
$4.7K - $4.99K
|
795
$15.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-275- 2.45% |
$4.84K - $5.14K
|
11K
$214K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-339- 1.7% |
$5.97K - $6.34K
|
19.6K
$384K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-381- 5.07% |
$6.71K - $7.12K
|
7.13K
$139K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-435- 5.04% |
$7.66K - $8.13K
|
8.2K
$160K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-785- 1.77% |
$13.8K - $14.7K
|
43.5K
$851K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-904- 1.1% |
$15.9K - $16.9K
|
81.5K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-976Closed |
$17.2K - $18.3K
|
0
$0
|