Purchases and Sales Made in Q4 2023 in Kraneshares Tr Quadratic Int R (IVOL)
This table provides information about the institutional ownership of Kraneshares Tr Quadratic Int R (IVOL) during Q4 2023. 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 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.01M+ 904923.88% |
$141M - $149M
|
7.01M
$125M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.41M+ 83585.71% |
$88.7M - $93.7M
|
4.41M
$78.7M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.4M+ 32069.44% |
$88.5M - $93.5M
|
4.41M
$78.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
741KNew |
$14.9M - $15.8M
|
741K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
253KNew |
$5.1M - $5.39M
|
253K
$4.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
117KNew |
$2.35M - $2.48M
|
117K
$2.08M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
101KNew |
$2.03M - $2.14M
|
101K
$1.8M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
62KNew |
$1.25M - $1.32M
|
62K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
53K+ 8.83% |
$1.07M - $1.13M
|
653K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
50.6KNew |
$1.02M - $1.08M
|
50.6K
$903K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
44.9K+ 52.23% |
$903K - $955K
|
131K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.2K+ 13.68% |
$730K - $771K
|
301K
$5.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.1KNew |
$707K - $747K
|
35.1K
$626K
|
|
|
Aug 13, 2024
Q4 2023
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
34.9KNew |
$702K - $742K
|
34.9K
$622K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.3K+ 14.93% |
$570K - $602K
|
218K
$3.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.1KNew |
$464K - $491K
|
23.1K
$412K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
18KNew |
$363K - $384K
|
18K
$322K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.8K+ 8.66% |
$317K - $335K
|
198K
$3.53M
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
14.3K+ 5.92% |
$288K - $304K
|
256K
$4.56M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
11.6K+ 3.4% |
$234K - $248K
|
355K
$6.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
10.6KNew |
$213K - $226K
|
10.6K
$189K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10KNew |
$201K - $213K
|
10K
$178K
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
9.78KNew |
$197K - $208K
|
9.78K
$174K
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
6.88K+ 3.72% |
$138K - $146K
|
192K
$3.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
6.16K+ 12.31% |
$124K - $131K
|
56.2K
$1M
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.75K+ 4.99% |
$116K - $122K
|
121K
$2.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.74K+ 273.4% |
$95.4K - $101K
|
6.47K
$115K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.5KNew |
$70.5K - $74.4K
|
3.5K
$62.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.95KNew |
$59.4K - $62.7K
|
2.95K
$52.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.2K+ 7.8% |
$44.3K - $46.8K
|
30.4K
$542K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.87KNew |
$37.6K - $39.7K
|
1.87K
$33.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.85K+ 16.07% |
$37.2K - $39.3K
|
13.3K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.81K+ 16.48% |
$36.5K - $38.6K
|
12.8K
$229K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.62KNew |
$32.7K - $34.5K
|
1.62K
$29K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.54K+ 10.86% |
$31.1K - $32.8K
|
15.7K
$281K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.5KNew |
$30.2K - $31.9K
|
1.5K
$26.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.47KNew |
$29.7K - $31.4K
|
1.47K
$26.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.2K+ 69.92% |
$24.1K - $25.4K
|
2.9K
$51.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.14KNew |
$23K - $24.3K
|
1.14K
$20.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
909+ 13.79% |
$18.3K - $19.3K
|
7.5K
$134K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
887+ 0.62% |
$17.9K - $18.9K
|
145K
$2.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
289New |
$5.82K - $6.15K
|
289
$5.16K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
171New |
$3.44K - $3.64K
|
171
$3.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
104+ 1.25% |
$2.09K - $2.21K
|
8.42K
$150K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
72+ 0.2% |
$1.45K - $1.53K
|
36.4K
$649K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
45New |
$906 - $957
|
45
$803
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 0.91% |
$221 - $234
|
1.22K
$21.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
9+ 18.0% |
$181 - $191
|
59
$1.05K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7+ 0.88% |
$141 - $149
|
802
$14.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.91% |
$40.3 - $42.5
|
222
$3.96K
|