Purchases and Sales Made in Q1 2025 in Virtus ETF Tr Ii Virtus Terran (JOET)
This table provides information about the institutional ownership of Virtus ETF Tr Ii Virtus Terran (JOET) during Q1 2025. The information is specifically focused on institutions that hold shares of VIRTUS ETF TR II VIRTUS TERRAN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
142K+ 80.21% |
$5.04M - $5.72M
|
318K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
125K+ 149.5% |
$4.44M - $5.04M
|
208K
$8.22M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
84.2K+ 264.65% |
$3M - $3.4M
|
116K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
67.2K+ 119.24% |
$2.39M - $2.71M
|
123K
$4.87M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.4K+ 14.56% |
$1.37M - $1.55M
|
302K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.2KNew |
$1.14M - $1.3M
|
32.2K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
25.5K+ 39.63% |
$909K - $1.03M
|
90K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.7K+ 123.8% |
$628K - $713K
|
31.9K
$1.26M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
13.8K+ 40.63% |
$490K - $556K
|
47.6K
$1.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
12.9KNew |
$457K - $519K
|
12.9K
$507K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.52KNew |
$268K - $304K
|
7.52K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7K+ 38.92% |
$249K - $283K
|
25K
$987K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.19K+ 84.98% |
$185K - $210K
|
11.3K
$446K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.01K+ 87.38% |
$107K - $121K
|
6.45K
$254K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.73K+ 23.83% |
$61.6K - $70K
|
9K
$355K
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
1.42K+ 9.94% |
$50.6K - $57.5K
|
15.7K
$621K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.3K+ 2.11% |
$46.1K - $52.4K
|
62.8K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
554New |
$19.7K - $22.4K
|
554
$21.9K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
381+ 6.12% |
$13.6K - $15.4K
|
6.6K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
128New |
$4.55K - $5.17K
|
128
$5.05K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
80+ 2.94% |
$2.85K - $3.23K
|
2.8K
$110K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 1.22% |
$213 - $242
|
496
$19.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-70- 0.46% |
$2.49K - $2.83K
|
15K
$592K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.29K- 1.66% |
$81.4K - $92.4K
|
135K
$5.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-2.54K- 6.53% |
$90.3K - $103K
|
36.3K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.9K- 26.01% |
$742K - $843K
|
59.3K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-30.8K- 79.07% |
$1.1M - $1.24M
|
8.15K
$322K
|