Purchases and Sales Made in Q4 2022 in Kraneshares Tr Quadratic Int R (IVOL)
This table provides information about the institutional ownership of Kraneshares Tr Quadratic Int R (IVOL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-11.3K- 6.94% |
$246K - $263K
|
151K
$2.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-12.3K- 34.22% |
$269K - $288K
|
23.7K
$423K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-12.6K- 9.32% |
$276K - $295K
|
123K
$2.19M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-13.1K- 11.12% |
$286K - $305K
|
104K
$1.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-14.2K- 49.99% |
$311K - $333K
|
14.2K
$254K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-14.4K- 74.93% |
$314K - $336K
|
4.81K
$85.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.6K- 39.84% |
$320K - $342K
|
22.1K
$394K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.7K- 60.9% |
$386K - $413K
|
11.3K
$202K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.3K- 31.24% |
$444K - $475K
|
44.7K
$797K
|
|
|
Jan 23, 2023
Q4 2022
|
Simpli Fi, Inc.
|
SELL
|
- |
-24.4K- 7.0% |
$532K - $569K
|
324K
$5.78M
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-27.9K- 3.61% |
$611K - $653K
|
747K
$13.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-30.1K- 3.42% |
$658K - $704K
|
851K
$15.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-33K- 6.9% |
$722K - $771K
|
446K
$7.95M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-36.4K- 13.67% |
$795K - $850K
|
230K
$4.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-38.8K- 38.0% |
$849K - $907K
|
63.3K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-40.8K- 17.47% |
$893K - $954K
|
193K
$3.44M
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-43.3K- 52.0% |
$946K - $1.01M
|
39.9K
$713K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-47.2K- 30.76% |
$1.03M - $1.1M
|
106K
$1.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-55.9K- 72.98% |
$1.22M - $1.31M
|
20.7K
$369K
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-56.5K- 17.26% |
$1.24M - $1.32M
|
271K
$4.83M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-59.8K- 43.09% |
$1.31M - $1.4M
|
78.9K
$1.41M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-62.3K- 98.11% |
$1.36M - $1.46M
|
1.2K
$21.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-69.8K- 50.42% |
$1.53M - $1.63M
|
68.6K
$1.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-72.1K- 42.2% |
$1.58M - $1.68M
|
98.7K
$1.76M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-80K- 45.02% |
$1.75M - $1.87M
|
97.7K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-85.5K- 70.38% |
$1.87M - $2M
|
36K
$642K
|
|
|
Jan 31, 2023
Q4 2022
|
Terril Brothers, Inc.
|
SELL
|
- |
-89.1K- 11.62% |
$1.95M - $2.08M
|
677K
$12.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-95.7K- 33.26% |
$2.09M - $2.24M
|
192K
$3.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-99.8K- 12.17% |
$2.18M - $2.33M
|
720K
$12.8M
|
|
|
Jan 18, 2023
Q4 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-111K- 79.72% |
$2.43M - $2.6M
|
28.3K
$505K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-127K- 15.22% |
$2.77M - $2.96M
|
706K
$12.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-133K- 33.31% |
$2.91M - $3.11M
|
266K
$4.75M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-144K- 76.33% |
$3.14M - $3.36M
|
44.6K
$795K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-162K- 22.42% |
$3.54M - $3.78M
|
560K
$9.99M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-181K- 25.37% |
$3.95M - $4.22M
|
532K
$9.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-255K- 49.25% |
$5.57M - $5.95M
|
262K
$4.68M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-293K- 41.31% |
$6.42M - $6.86M
|
417K
$7.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-331K- 46.98% |
$7.23M - $7.73M
|
373K
$6.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-377K- 17.98% |
$8.24M - $8.81M
|
1.72M
$30.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-438K- 19.61% |
$9.58M - $10.2M
|
1.8M
$32.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-622K- 65.72% |
$13.6M - $14.5M
|
325K
$5.79M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-969K- 82.2% |
$21.2M - $22.6M
|
210K
$3.74M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.02M- 94.42% |
$22.4M - $23.9M
|
60.5K
$1.08M
|