Purchases and Sales Made in Q4 2021 in Kraneshares Tr Quadratic Int R (IVOL)
This table provides information about the institutional ownership of Kraneshares Tr Quadratic Int R (IVOL) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
13.8KNew |
$368K - $387K
|
13.8K
$247K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.2K+ 10.58% |
$326K - $342K
|
128K
$2.28M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
12.1K+ 314.2% |
$322K - $339K
|
16K
$285K
|
|
|
Feb 08, 2022
Q4 2021
|
Hedges Asset Management LLC
|
BUY
|
- |
11.8KNew |
$314K - $330K
|
11.8K
$211K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.4K+ 3.27% |
$304K - $320K
|
361K
$6.44M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
10.3K+ 15.76% |
$274K - $288K
|
75.7K
$1.35M
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
8.69KNew |
$231K - $243K
|
8.69K
$155K
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
8.21KNew |
$218K - $229K
|
8.21K
$146K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.4K+ 85.64% |
$197K - $207K
|
16K
$286K
|
|
|
Feb 09, 2022
Q4 2021
|
Adams Wealth Management
|
BUY
|
- |
6.52K+ 9.51% |
$173K - $182K
|
75.1K
$1.34M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.4K+ 8.31% |
$170K - $179K
|
83.5K
$1.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.96KNew |
$158K - $167K
|
5.96K
$106K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.61K+ 21.0% |
$149K - $157K
|
32.3K
$576K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
5.49K+ 14.87% |
$146K - $154K
|
42.4K
$757K
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
5.2K+ 22.3% |
$138K - $145K
|
28.5K
$509K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
4.85K+ 290.95% |
$129K - $136K
|
6.52K
$116K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.65KNew |
$124K - $130K
|
4.65K
$83K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.41K+ 2.4% |
$117K - $123K
|
188K
$3.36M
|
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
3.3K+ 6.09% |
$87.8K - $92.3K
|
57.5K
$1.03M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.22KNew |
$85.7K - $90.1K
|
3.22K
$57.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.92K+ 1.28% |
$77.6K - $81.6K
|
231K
$4.11M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.51K+ 0.57% |
$66.9K - $70.3K
|
447K
$7.98M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.45KNew |
$65.2K - $68.5K
|
2.45K
$43.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.43K+ 3.54% |
$64.7K - $68K
|
71.2K
$1.27M
|
|
|
Jan 14, 2022
Q4 2021
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
2.02K+ 3.14% |
$53.8K - $56.5K
|
66.3K
$1.18M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.8KNew |
$47.9K - $50.3K
|
1.8K
$32.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.77K+ 5.52% |
$47K - $49.5K
|
33.8K
$603K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
1.59K+ 2.79% |
$42.4K - $44.5K
|
58.6K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.54K+ 9.12% |
$41K - $43K
|
18.4K
$328K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.23K+ 10.07% |
$32.6K - $34.3K
|
13.4K
$239K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.02K+ 7.27% |
$27K - $28.4K
|
15K
$267K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1K+ 6.67% |
$26.6K - $28K
|
16K
$285K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
938+ 7.18% |
$25K - $26.2K
|
14K
$250K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
887+ 8.58% |
$23.6K - $24.8K
|
11.2K
$200K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
773+ 4.63% |
$20.6K - $21.6K
|
17.5K
$312K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
672+ 1.88% |
$17.9K - $18.8K
|
36.4K
$649K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
642+ 2.11% |
$17.1K - $18K
|
31.1K
$555K
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
604+ 0.58% |
$16.1K - $16.9K
|
104K
$1.86M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
594+ 32.46% |
$15.8K - $16.6K
|
2.42K
$43.2K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
470+ 6.25% |
$12.5K - $13.1K
|
7.99K
$143K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
458+ 1.53% |
$12.2K - $12.8K
|
30.5K
$544K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
281+ 1.53% |
$7.48K - $7.86K
|
18.6K
$332K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
219+ 1.69% |
$5.83K - $6.13K
|
13.1K
$235K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
205+ 0.21% |
$5.46K - $5.73K
|
96.8K
$1.73M
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
200+ 2.25% |
$5.32K - $5.59K
|
9.1K
$162K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
132+ 18.57% |
$3.51K - $3.69K
|
843
$15K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$2.66K - $2.8K
|
100
$1.78K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
64+ 11.9% |
$1.7K - $1.79K
|
602
$10.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
46+ 0.15% |
$1.22K - $1.29K
|
31.4K
$559K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
39+ 5.03% |
$1.04K - $1.09K
|
815
$14.5K
|