Purchases and Sales Made in Q4 2023 in Iq Merger Arbitrage ETF (MNA)
This table provides information about the institutional ownership of Iq Merger Arbitrage ETF (MNA) during Q4 2023. The information is specifically focused on institutions that hold shares of IQ MERGER ARBITRAGE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-1.57K- 16.58% |
$48.3K - $50K
|
7.88K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.61K- 93.98% |
$49.6K - $51.3K
|
103
$3.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.67K- 1.52% |
$51.5K - $53.3K
|
108K
$3.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.92K- 71.24% |
$59.1K - $61.1K
|
773
$26.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.38K- 25.73% |
$73.4K - $75.9K
|
6.86K
$233K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.77K- 19.12% |
$85.5K - $88.4K
|
11.7K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.9K- 69.05% |
$89.6K - $92.6K
|
1.3K
$44.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.97K- 5.84% |
$91.8K - $94.9K
|
48K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.3K- 5.52% |
$102K - $105K
|
56.4K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-3.95K- 3.89% |
$122K - $126K
|
97.6K
$3.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-4.02K- 28.24% |
$124K - $128K
|
10.2K
$347K
|
|
|
Feb 12, 2024
Q4 2023
|
Esl Trust Services, LLC
|
SELL
|
- |
-5.65K- 36.48% |
$175K - $181K
|
9.85K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.23K- 26.19% |
$223K - $231K
|
20.4K
$693K
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-8.26K- 30.85% |
$255K - $264K
|
18.5K
$630K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.54K- 2.83% |
$295K - $305K
|
328K
$11.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-13K- 85.16% |
$402K - $415K
|
2.27K
$77.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-22.4K- 15.27% |
$692K - $716K
|
124K
$4.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-32.4K- 3.38% |
$999K - $1.03M
|
926K
$31.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-33.3K- 16.96% |
$1.03M - $1.06M
|
163K
$5.54M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-49.9K- 3.6% |
$1.54M - $1.59M
|
1.34M
$45.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-68K- 15.42% |
$2.1M - $2.17M
|
373K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-73.8K- 62.99% |
$2.28M - $2.36M
|
43.4K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-88.1K- 11.41% |
$2.72M - $2.81M
|
684K
$23.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-94.5K- 20.72% |
$2.92M - $3.02M
|
362K
$12.3M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-194K- 41.01% |
$6M - $6.21M
|
280K
$9.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-416K- 91.71% |
$12.9M - $13.3M
|
37.6K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-495K- 70.77% |
$15.3M - $15.8M
|
205K
$6.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.3M- 87.18% |
$71.1M - $73.5M
|
339K
$11.5M
|