Purchases and Sales Made in Q4 2024 in Iq Merger Arbitrage ETF (MNA)
This table provides information about the institutional ownership of Iq Merger Arbitrage ETF (MNA) during Q4 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
37.4KNew |
$1.22M - $1.24M
|
37.4K
$1.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
24.6KNew |
$802K - $813K
|
24.6K
$823K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
11.6K+ 4.81% |
$377K - $382K
|
252K
$8.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
5.44K+ 1.17% |
$177K - $180K
|
472K
$15.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
881+ 20.51% |
$28.7K - $29.1K
|
5.18K
$173K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
547+ 5.84% |
$17.8K - $18.1K
|
9.92K
$332K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
500New |
$16.3K - $16.5K
|
500
$16.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
390+ 2.35% |
$12.7K - $12.9K
|
17K
$568K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
378+ 2.05% |
$12.3K - $12.5K
|
18.8K
$630K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
316New |
$10.3K - $10.4K
|
316
$10.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
276+ 1.7% |
$9K - $9.12K
|
16.5K
$551K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
21+ 1.35% |
$685 - $694
|
1.57K
$52.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-275- 25.82% |
$8.97K - $9.09K
|
790
$26.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-419- 21.07% |
$13.7K - $13.8K
|
1.57K
$52.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.02K- 1.1% |
$33.3K - $33.7K
|
91.3K
$3.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-1.22K- 8.03% |
$39.8K - $40.3K
|
14K
$468K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1.64K- 16.14% |
$53.6K - $54.3K
|
8.54K
$286K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.47K- 20.94% |
$113K - $115K
|
13.1K
$438K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-11.2K- 9.53% |
$366K - $371K
|
107K
$3.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-15K- 23.69% |
$489K - $496K
|
48.3K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-18.5K- 25.88% |
$603K - $611K
|
52.9K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-65.9K- 5.73% |
$2.15M - $2.18M
|
1.08M
$36.3M
|