Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
28KNew |
$918K - $1.14M
|
28K
$1.15M
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
22.5KNew |
$739K - $921K
|
22.5K
$924K
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
7.69K+ 16.15% |
$252K - $315K
|
55.3K
$2.27M
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
7.06KNew |
$232K - $289K
|
7.06K
$290K
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.25K+ 36.11% |
$107K - $133K
|
12.3K
$503K
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
718+ 1.14% |
$23.6K - $29.4K
|
63.5K
$2.61M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
400New |
$13.1K - $16.4K
|
400
$16.4K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
268+ 2.37% |
$8.79K - $11K
|
11.6K
$475K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
111New |
$3.64K - $4.54K
|
111
$4.56K
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
51+ 1.82% |
$1.67K - $2.09K
|
2.85K
$117K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-154- 1.29% |
$5.05K - $6.3K
|
11.8K
$485K
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-850- 5.4% |
$27.9K - $34.8K
|
14.9K
$611K
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1.08K- 2.96% |
$35.3K - $44K
|
35.2K
$1.45M
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.1K- 2.72% |
$36.1K - $45K
|
39.3K
$1.61M
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-3.15K- 20.97% |
$103K - $129K
|
11.9K
$487K
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-19K- 29.47% |
$623K - $776K
|
45.4K
$1.86M
|