Purchases and Sales Made in Q3 2022 in Kraneshares Tr Quadratic Int R (IVOL)
This table provides information about the institutional ownership of Kraneshares Tr Quadratic Int R (IVOL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
455K+ 64442.63% |
$10M - $12M
|
456K
$8.13M
|
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
348KNew |
$7.69M - $9.2M
|
348K
$6.21M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
265K+ 56964.59% |
$5.86M - $7.01M
|
266K
$4.74M
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
201K+ 31.7% |
$4.43M - $5.3M
|
833K
$14.9M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
185KNew |
$4.1M - $4.9M
|
185K
$3.31M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
153K+ 438.89% |
$3.39M - $4.05M
|
188K
$3.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
122KNew |
$2.7M - $3.23M
|
122K
$2.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
77K+ 21.68% |
$1.7M - $2.04M
|
432K
$7.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
76.6KNew |
$1.69M - $2.02M
|
76.6K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
70.1K+ 154.26% |
$1.55M - $1.85M
|
116K
$2.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
56.9K+ 49.92% |
$1.26M - $1.5M
|
171K
$3.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
48.2K+ 7.08% |
$1.06M - $1.27M
|
729K
$13M
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
46.9K+ 66.52% |
$1.04M - $1.24M
|
117K
$2.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
29.6K+ 8.01% |
$653K - $782K
|
399K
$7.11M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
23.6K+ 3.43% |
$522K - $625K
|
712K
$12.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
BUY
|
- |
18.8K+ 12.17% |
$416K - $498K
|
174K
$3.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
18KNew |
$398K - $476K
|
18K
$321K
|
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
14.8KNew |
$328K - $392K
|
14.8K
$265K
|
|
|
Nov 14, 2022
Q3 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
14.4K+ 16.46% |
$319K - $382K
|
102K
$1.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
12.6KNew |
$277K - $332K
|
12.6K
$224K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.5KNew |
$254K - $304K
|
11.5K
$205K
|
|
|
Nov 08, 2022
Q3 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
10.7K+ 2.76% |
$236K - $283K
|
399K
$7.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.3KNew |
$226K - $271K
|
10.3K
$183K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
BUY
|
- |
8.4K+ 0.89% |
$185K - $222K
|
953K
$17M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.74K+ 57.88% |
$149K - $178K
|
18.4K
$328K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.72K+ 27.29% |
$148K - $177K
|
31.3K
$559K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.72K+ 27.29% |
$148K - $177K
|
31.3K
$559K
|
|
|
Nov 18, 2022
Q3 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
6.5K+ 9.58% |
$143K - $172K
|
74.3K
$1.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.73K+ 6.82% |
$126K - $151K
|
89.8K
$1.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Adams Wealth Management
|
BUY
|
- |
5.7K+ 8.46% |
$126K - $151K
|
73K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.33K+ 4.17% |
$118K - $141K
|
133K
$2.38M
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
5.32K+ 11.17% |
$117K - $140K
|
52.9K
$944K
|
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
BUY
|
- |
4.81K+ 3.05% |
$106K - $127K
|
162K
$2.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
3.48K+ 1.01% |
$76.8K - $91.9K
|
348K
$6.21M
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.47K+ 2.94% |
$76.6K - $91.7K
|
122K
$2.17M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.6K+ 2.57% |
$57.3K - $68.6K
|
103K
$1.85M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.56K+ 1.73% |
$56.5K - $67.6K
|
151K
$2.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.47K+ 4.62% |
$54.5K - $65.3K
|
55.9K
$997K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.76KNew |
$38.9K - $46.5K
|
1.76K
$31.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.7K+ 2.63% |
$37.4K - $44.8K
|
66.1K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
700New |
$15.5K - $18.5K
|
700
$12.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Belmont Capital, LLC
|
BUY
|
- |
700+ 2000.0% |
$15.5K - $18.5K
|
735
$13.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
690+ 1.95% |
$15.2K - $18.2K
|
36K
$643K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
643+ 9.19% |
$14.2K - $17K
|
7.64K
$136K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
600+ 107.91% |
$13.2K - $15.9K
|
1.16K
$20.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
521+ 257.92% |
$11.5K - $13.8K
|
723
$12.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
449+ 2806.25% |
$9.91K - $11.9K
|
465
$8.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
321+ 100.0% |
$7.09K - $8.48K
|
642
$11.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
310New |
$6.84K - $8.19K
|
310
$5.53K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
300New |
$6.62K - $7.93K
|
300
$5.35K
|