Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
68.1K+ 589.36% |
$2.75M - $2.94M
|
79.7K
$3.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55.7K+ 39.12% |
$2.25M - $2.4M
|
198K
$8.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
6.84K+ 24.44% |
$276K - $294K
|
34.8K
$1.47M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
6.53KNew |
$263K - $281K
|
6.53K
$275K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
5.38K+ 9.73% |
$217K - $232K
|
60.7K
$2.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.1K+ 9.34% |
$84.9K - $90.5K
|
24.6K
$1.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
375New |
$15.1K - $16.2K
|
375
$15.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
138New |
$5.57K - $5.94K
|
138
$5.83K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
132+ 0.53% |
$5.33K - $5.69K
|
25.2K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
13+ 0.46% |
$525 - $560
|
2.86K
$121K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-443- 0.98% |
$17.9K - $19.1K
|
45K
$1.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-492- 3.3% |
$19.9K - $21.2K
|
14.4K
$608K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.18K- 5.56% |
$88.1K - $94K
|
37.1K
$1.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-3.07K- 8.7% |
$124K - $132K
|
32.2K
$1.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-33.4K- 52.63% |
$1.35M - $1.44M
|
30.1K
$1.27M
|